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Dhan

January 05, 2021

[Product Update] Fresh Proposals + Stripe Integration

Fresh Proposals + Stripe Integration

Accept payment from your clients as they sign your proposals.

Fresh Proposals + Stripe Integration

This has been one of the most requested feature and we are excited to make it available to you.

Now 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

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.

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.

 

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