Please check whether this integrations available for your plan.

You can connect your stripe account and start accepting payment from your clients as they sign your proposals.

Let's look at how to connect your Stripe account with your Fresh Proposals.

Click on the button to authenticate and connect your Stripe account.

Once your Stripe account is authenticated and connected with your Fresh Proposals account; it will look like this

For a connected Stripe account, you can also set default percentage of proposal amount you'd like to connect for new proposals.


Set Advance Payment Amount for New Proposal

You will see Stripe Payment option in your Proposal creation wizard as shown below.

You can set % of the proposal value you can request your client to pay while signing the proposal.

Payment First Option

You have an option to make client pay proposal advance first, before signing the proposal. This option is available in the document editor as shown below

As well as in the document summary as shown below

If you enable the Payment First option, the document timeline also changes accordingly: 

Let's see how it will look for your client when they accept the proposal.

In case client accidentally dismisses or closes the payment window/ popup by mistake, s/he can still attempt to make the payment.

Once the payment is successful, you will receive the amount in your Stripe account and also see transaction details.