Upload field
A dedicated file-upload field embedded in documents lets recipients attach receipts, transfer confirmations, or other payment evidence directly during signing or in follow-up steps.
Collecting payment proof at the point of signing increases accuracy and record completeness, reduces reconciliation time, and supports regulatory or audit needs without separate email attachments or manual filing.
Manages incoming payments and reconciliation for a mid-sized firm. Uses upload additional payment to require remittance advice or bank transfer screenshots with every signed invoice, which reduces follow-up emails and accelerates month-end closing by keeping payment evidence attached to the original agreement.
Coordinates lease signings and deposits across multiple properties. Adds upload additional payment fields to lease documents so tenants submit proof of wire transfers or money orders at signing, ensuring funds are tracked and reducing disputes over receipt timing.
Accounts receivable, operations, and client onboarding teams often include upload additional payment fields to centralize payment evidence and speed reconciliation.
Smaller teams and enterprises both use the feature where proof of payment must be retained alongside signed agreements to support financial controls.
A dedicated file-upload field embedded in documents lets recipients attach receipts, transfer confirmations, or other payment evidence directly during signing or in follow-up steps.
Configure accepted file types, maximum sizes, required status, and number of allowed files to prevent incorrect submissions and streamline processing for downstream teams.
Route documents differently based on whether a payment upload is provided, allowing approvals, additional verification, or accounting review to occur automatically when required.
Notify senders and relevant stakeholders when a payment proof is uploaded so finance teams can begin reconciliation without manual polling or separate email checks.
Every upload is timestamped, associated with the signer identity, and recorded in the document audit log to provide an evidentiary chain for audits and disputes.
Uploaded files are stored with encryption and access controls, enabling organizations to meet data protection obligations and restrict access to authorized personnel only.
Attach uploaded payment evidence directly to a Google Drive folder or link uploads into Google Docs templates for centralized record keeping and easier sharing with finance or legal teams.
Link uploaded payment files to customer records in a CRM system so sales and billing teams can see payment proof alongside contact history and invoice records without switching tools.
Automatically push uploaded receipts and transfer confirmations to an organized cloud storage folder to maintain backups and support external audits or long-term retention policies.
Use document templates that include pre-positioned upload fields so teams send consistent requests for payment proof with every transaction and reduce signer confusion.
| Setting Name | Configuration |
|---|---|
| Allowed File Types | PDF, PNG, JPG |
| Maximum File Size | 10 MB |
| Required Field | Yes or No |
| Notification Recipients | Sender and finance |
| Retention Policy | 7 years |
upload additional payment works across modern browsers and mobile apps but requires certain settings for consistent behavior.
For best results, keep browser and app versions current, ensure adequate upload bandwidth, and review firewall rules that may block file transfers; these steps minimize interruptions for signers across devices.
A leasing team requests a wire transfer receipt during lease signing to confirm funds were sent
Resulting in faster move-ins and fewer payment disputes.
A college billing office requires bank deposit confirmations with enrollment agreements to verify third-party payments
Ensures billing accuracy and simplifies semester reporting.
| Criteria | signNow (Featured) | DocuSign | Paper-Based |
|---|---|---|---|
| Legally binding evidence | Depends | ||
| Audit trail recorded | |||
| Remote upload support | |||
| Mobile-friendly submissions |
7 years
Quarterly archival
Indefinite until resolution
Daily incremental
30 days after retention expiry
| Plan | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | HelloSign |
|---|---|---|---|---|---|
| Entry model | Subscription per user with tiered features | Subscription per user | Subscription per user | Subscription per user | Subscription per user |
| Free trial | Limited trial available | Limited trial available | Free trial available | Free trial available | Free tier or trial |
| Attachment support | File uploads included in workflows | File uploads supported | File attachments supported | File uploads supported | Attachment support available |
| Enterprise options | Custom enterprise plans and controls | Enterprise plans with advanced features | Enterprise-grade plans and APIs | Enterprise plans with integrations | Enterprise plans available |
| Payment processing | Integrations and tokenization options | Payment integrations via partners | Payment integrations via Adobe ecosystem | Built-in payment features | Payment add-ons |
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