New feature allows for adding recurring products to Document Builder’s product list, showing set up fees separately. One-time and recurring products can be combined, with the former only charged in the first invoice. Recurring schedules can be added to Document templates with the start date assigned as the document’s completion date. The aim is to simplify invoice acceptance post-Document Signature by addressing issues with recurring products and set up fees. Future plans include displaying invoices after primary signer signs the document and collecting a percentage of the total product value as a one-time deposit.
July 15
0 comments