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Seamlessly process digital payments right after a customer finalizes an agreement by integrating eSign with the Square payment gateway.
Close more deals quickly with templates.
Integrating eSign with Square brings automation to your payment and document transactions, enabling businesses to streamline their workflows. This integration helps teams avoid mundane administrative tasks, allowing them to focus on more strategic priorities. By automating payment collection, it enhances efficiency and reduces the likelihood of human error.
Moreover, you can further boost efficiency by using custom templates with pre-configured payment settings for proposals, contracts, quotes, and invoices. Each new document generated from these templates can have payment details, payer roles, recipients, and payment calculations pre-set. This ensures that sending documents and requesting payments becomes a faster, more seamless process for both your business and your customers.
Effectively organise financial transactions.
Integrating eSign with Square provides businesses with improved oversight and accuracy in managing documents and payments. This integration ensures faster and more manageable transactions through enhanced visibility and effective document tracking.
With the ability to monitor the status of documents—such as those pending payments or sorted by payment status—you can easily determine whether payments have been received, eliminating guesswork and saving valuable time. This clarity supports precise financial management, streamlines accounting processes, and helps your business grow sustainably by ensuring that deals are finalized promptly and projects are launched efficiently.
Securely create and send documents in minutes.
Handling digital payments securely is crucial for any business to safeguard customer data. By integrating eSign with Square, you leverage the robust security features of both platforms to enhance your payment processes.
Every document signed through eSign includes a digital certificate and an audit trail that verifies its authenticity. Additionally, you can implement multi-factor authentication, such as SMS and password protection, to ensure that only authorized recipients can access and complete payments. Square also upholds PCI compliance, offering full assurance that customer payment information remains secure.
Allowing customers to complete payments immediately after a deal is finalized ensures that transactions are wrapped up without delays. This streamlined process helps keep projects on schedule and enhances overall customer satisfaction by eliminating unnecessary wait times.
Integrating eSign with Square simplifies the collection of payments from customers, alleviating the stress and hassle of chasing down payments. This streamlined approach boosts workflow efficiency and contributes to the overall success of your business.
Leveraging the capabilities of eSign and Square minimizes the risk of human error in your financial data. By automating various aspects of document transactions, you ensure precise handling of payment requests, collections, and processing, leading to greater accuracy in your financial operations.
Businesses choose Square because it started by offering a simple, efficient solution for processing card payments. Over time, Square has expanded its offerings to include a comprehensive suite of payment and financial tools, providing businesses with a versatile platform to manage various aspects of their financial operations.
Square enables businesses to process card payments in various ways: in person, online, remotely, or over the phone. It offers transparent and competitive pricing, making it an accessible solution for businesses of all sizes. Funds are typically transferred to your bank account the next working day, with an option for instant transfer available for an additional fee.
This integration is available to customers on our Enterprise license, contact our digital transformation team to find out more.
Yes, Square is a leading point-of-sale system that is a useful option for both small and large businesses. It has a wide range of features that can meet the needs of organizations in various industries. The transparency of pricing is often praised by customers.