How to Add Recurring Products to Your Products List in Documents and Contracts

What's new?

• You can now add recurring products to your product list in Document Builder.

• If your product has a setup fee associated, it would show up as a separate row item.

• If you add a one-time product and recurring product together in the list, the one-time product will only be charged to the user in the first invoice.
• You can also add a recurring schedule to your Document templates with the capability to assign the start date as the completed date of the document.

How to use?

• Add a product list to your document.
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• Add recurring as well as one-time products in the product list.
• If a recurring product is added, add a schedule from the product list properties and set the invoice sending date as the document completed date or a custom date. (Enabled in templates as well)
• Once the document is completed, an invoice will be sent (recurring if at least 1 recurring product was added, one-time if none was added).
• The setup fee associated with a product is shown separately in the product list.

Why did we build it?
In our effort to streamline acceptance of invoices after Document Signature, recurring products and the setup fee of products were stopping a lot of you from using contracts. No longer.

What's next on Payments via Documents and Contracts?

• 2 In 1 Documents: Showing invoice directly after the primary signer signs the document.
• One-time Deposit: Collecting a percentage of the total product value in the invoice.