Documents & Payments
How to Set Up Documents, Contracts, and Collect Payments in CRM Support
Team crmsupport.io•October 22, 2025•10 min read
Managing contracts and payments used to require multiple tools — one for e-signature, another for invoices, and a third for automation.
With CRM Support, you can handle all of that in one platform.
From digital agreements to one-click payment collection, everything can be automated within your sales workflow.
In this guide, we’ll walk you through how to **create, send, and automate documents and contracts while collecting payments** step by step.
1. Prerequisites: Connect Stripe for Payments
Before you can collect payments through contracts, connect your Stripe account:
- Go to Payments → Integrations → Connect Stripe.
- Log in with your Stripe account or create a new one.
- Once connected, CRM Support will show “Connected” status under Integrations.
2. Creating a Document Template
Go to Payments → Documents → + Create Document.
You can start from a blank contract or choose from built-in templates like:
- Service Agreement
- Coaching Contract
- Proposal with Payment
- Non-Disclosure Agreement
3. Customizing the Contract Body
The CRM Support document editor allows you to insert text, images, and dynamic fields.
You can personalize your contract using merge fields such as:
{{contact.first_name}}{{contact.company_name}}{{invoice.amount}}
4. Adding Signature Fields
To collect signatures:
- Click “Add Field” → Signature.
- Drag and drop it where you want the client to sign.
- Optionally, add multiple signers (e.g., Client + Company Rep).
5. Linking Payments to the Contract
You can attach a payment directly to a document:
- In the document builder, click “Add Payment Section.”
- Choose your existing Stripe product or create a new one.
- Select payment type:
- One-time payment
- Subscription plan (recurring)
- Set the price and click Save.
6. Sending the Contract to Clients
Once ready, click “Send” and choose how to deliver:
- Via email directly from CRM Support
- Via SMS (if phone number is available)
- Via automation (in a workflow)
7. Automating the Contract Workflow
You can automate contract sending using CRM Support Workflows.
Example automation:
- Trigger: Opportunity Stage Changed → “Proposal Sent”
- Action: Send Document “Service Agreement”
- Action: Notify Sales Rep via Email
- Action: Wait for Document Signed → Move to “Onboarding” stage
8. Tracking Signatures and Payments
You can monitor all activity under Payments → Documents or Payments → Transactions.
Columns show:
- Document name
- Status: Sent, Viewed, Signed, or Completed
- Payment status: Paid or Pending
- Signer’s name and timestamp
9. Embedding Contracts into Funnels or Portals
You can embed contracts for self-service signing:
- Go to your funnel page in Sites → Funnels.
- Add a button that links to your contract URL.
- Or embed a document iframe directly on the page.
10. Best Practices for Contracts and Payments
- Always include both **signature and payment** on one page to reduce drop-offs.
- Add your refund policy or terms below the payment button.
- Use automations to send reminders for unsigned contracts.
- Send confirmation emails once payment is received.
- Keep your branding consistent on documents and emails for trust.
Conclusion
With CRM Support, contracts, signatures, and payments can finally live in one streamlined workflow.
You can close deals faster, reduce manual paperwork, and automate onboarding from start to finish.
If you’d like our team to help set up your **contract templates, Stripe connection, or document workflows**,
book a setup session today
and we’ll configure everything for your agency or business.
Pro Tip
Bookmark this article and share it with your team to stay updated on the latest best practices.