Conditional Fields
Show or hide payment fields based on user responses to reduce unnecessary collection and simplify the user experience while keeping forms relevant to each signer.
Collecting assorted credit card numbers during signature workflows increases operational efficiency but introduces specific regulatory, security, and data-retention responsibilities that organizations must address explicitly in their workflows.
A Finance Manager configures payment collection settings, reconciles transactions against signed agreements, and verifies that collected card details are processed by approved payment gateways. They coordinate with procurement and compliance to ensure records meet retention and audit requirements.
A Compliance Officer defines policies for card data handling, ensures workflows meet PCI and applicable U.S. privacy laws, and reviews logs and audit trails to confirm proper data segmentation and access controls.
Organizations that combine payments and signed agreements include finance teams, membership services, and subscription-based vendors who need audited consent alongside billing.
Clear role separation, documented procedures, and platform controls reduce risk when card details are collected alongside signatures.
Show or hide payment fields based on user responses to reduce unnecessary collection and simplify the user experience while keeping forms relevant to each signer.
Automate large-scale dispatch of signature requests that include billing, allowing organizations to process membership renewals and invoices without manual steps.
Place signing and payment capture within your web or mobile application for a consistent user experience while the payment processor handles card data securely.
APIs allow programmatic creation of agreements and tokenized payment requests, enabling integrations with billing systems and CRMs for automated reconciliation.
Route documents for review or secondary approval when payment amounts exceed thresholds or when additional verification is needed for risk management.
Built-in reporting on access, signature events, and payment token activity supports audits and regulatory examinations with consolidated data exports.
Direct connectors to PCI-compliant payment gateways allow capturing card data through secure iframes or widgets so raw numbers are never stored in the signature document itself.
Configurable form fields enable masking, token reference insertion, and conditional logic to show payment sections only when required by the agreement or user selection.
Comprehensive logs record who accessed the document, when a payment token was created, and timestamps for signature events to support compliance and dispute resolution.
Role-based permissions and encryption keys restrict who can view token references and who can administer payment integrations to limit operational exposure.
| Setting Name | Configuration |
|---|---|
| Payment Gateway Integration | Use tokenization |
| Reminder Frequency | 48 hours |
| Field Masking Level | Last four digits |
| Audit Log Retention | 7 years |
| Access Review Interval | 90 days |
Ensure your signing platform and client devices meet encryption, browser, and SDK requirements to keep card capture secure.
Verify that the provider and any embedded payment components support current TLS versions, that mobile SDKs are kept updated, and that server endpoints use hardened key storage and secure certificate management.
A SaaS provider presents a subscription contract for signature and requires a card for recurring billing
Resulting in reduced PCI scope and auditable billing tied to the executed agreement.
A membership organization collects payment authorization while new members sign a membership agreement
Leading to clear consent records and segregated payment data for safer retention.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Tokenized payments support | |||
| Hosted payment fields | |||
| PCI-focused integrations | Built-in | Third-party | Third-party |
| Enterprise audit logs | Immutable | Immutable | Immutable |
Keep token references for at least 3 years for reconciliation
Retain logs for 7 years for dispute support
Purge unneeded tokens after 24 months
Review recurring authorizations annually
Notify stakeholders within 72 hours of breach detection
| Plan | signNow (Featured) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Monthly entry price | $8 per user | $10 per user | $14 per user | $15 per user | $19 per user |
| Free tier available | Limited | Trial only | Trial only | Limited | Trial only |
| API access included | Paid plans | Paid plans | Paid plans | Paid plans | Paid plans |
| Enterprise contracts | Available | Available | Available | Available | Available |
| Payment integrations | Native gateways | Marketplace | Native/market | Marketplace | Native integrations |
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