# Electronic Signature With Payment (Sign & Pay) SwiftCloud Full page: https://swiftcloud.ai/support/esign-with-payment ## Business details - **Phone:** 843.410.9103 (tel:8434109103) - **Email:** swiftcloudhelp@Gmail.com - **Website:** https://swiftcloud.ai Electronic Signature With Payment (Sign & Pay) - SwiftCloud Support Skip to content [SwiftCloud Support](/support) Get Started You can now get a signature and payment all in one step, on one doc. > NOTE: If your doc contains [Electronic Signature](https://swiftcrm.com/software/electronic-signature) and a Payment Form, we will automatically change the button to Sign & Pay We have a variety of shortcodes for this, including choose a product, manual entry of dollar amount, and others. This is frequently used with service agreements (say, plumbing, pest control, HVAC, auto mechanics) in which you need both a basic agreement to terms, a signature, and payment. We’ll add more training here as we roll this out, but let’s dive into a few options. > **TIP: You need a method of receiving money before any of this will work** – see [/support/payments](/support/payments) if you haven’t yet hooked up a pay-method. This video shows the idea… ### How much do you want to charge? We have a few ways to handle this: 1. **Manual Input.** Best if you have variable amounts you may need to decide on-the-fly, on location, etc. 2. **Hard coded / pre-defined.** Everyone pays the same amount (everyone signing this specific doc – you can multiple docs like one per package). 3. **Select Product.** From your SKUs / Items You Sell / Shopping Cart options / Packages ### Option 1: Manual Input Amount Simple, easy, designed for a technician using a tablet at a customer’s home (i.e. Plumbing, or Auto Mechanic that needs to see the car first before giving a quote). This is the simplest method – simply type in the amount you want to charge, and be sure on the same page you have a payment form. Code: [swift_chargeamount decimals="2"] Notice the corresponding card-charge form does NOT have a product in it. Doing so would override the charge-amount. Example GOOD: [swift_payment_multioption pay_method="Credit Card,ACH" style="PaymentBox" charge_now="Yes"] BAD. This will override your manual input. [swift_payment_multioption pay_method="Credit Card,ACH" **sku="96P2"** style="PaymentBox" charge_now="Yes"] TIP: As with any shortcode, you can also set this to “Read Only” which disallows user-input, and requires then input via URL-string or API or Post. This is useful for sales contracts wherein you have a few prices pre-set, but don’t want to allow the client to edit it. It will also not look editable. You can also pre-define the price via the Sessions system and thus lock the field, so the client cannot change it, but it stays variable so you can easily edit-per-client. Example: ![eSign with Payment Example 1](/support/wp-content/uploads/2020/05/esign-with-payment-chargeamount.png) Note in the above example we limit this to 2 decimal places (most common) by default. If you are using Bitcoin (many decimal places) you can change as needed. ### Option 2: Pre-Defined This is best for 1 contract per 1 product – everyone signing that exact contract is agreeing to an exact price. It’s also very simple to use. Here’s an example code – in this case, for product ID 96P2. Notice the product is in the shortcode below. [swift_payment_multioption pay_method="Credit Card,ACH" sku="96P2" style="PaymentBox" charge_now="Yes"] Anyone signing this doc will automatically be charged the amount for product 96P2, which in this case is $1.23 ### Option 3: User Input This is defined to be a Sales Quote Generator. It’s powerful, and can get a bit complex – there’s no way around it. Upside: Set it up once, and your sales team can use it for thousands of accurate quotes generated per your rules and pricing. ##### Options for Quote Generator System include: - Choose any one option (UL List, Circleword, Dropdown) - Choose multiple options (checkbox style) TIP: These can be blended together, i.e. sub-options like installation, and can also be conditional – show upsell / options if a super-option is checked. - Quantity Input, Slider – i.e. square feet in a home, loan amount, # of mailers going out – aka “Package Builder”. - Calculated. Talk to us – we may be able to calculate based on some logic – base fee + X per Y, or some other set of rules. Note this system is not designed to replace the invoice / estimate tool, so if you need a more sophisticated estimate / bid, we suggest that – it allows for granular control. Naturally, one you have an estimate / quote put together, you can bundle that into an Envelope with docs and agreements (sales proposal, contract) as needed. The above system is designed for mainly self-serve + esign, or simple rules in the field. **Was this article helpful?** Yes No Ah, sorry to hear this. We'll look into updating this item. What could we do to improve this? - cart - e-sign - payments - SKUs electronic signature ### SYSTEM UPDATES + STATUS **LAST UDPATE: Nov 17, 2025** 🟢 All systems are online ### What’s New? Timeclock is now in Public Beta. It will soon feed into the awesome [Invoice Tool](/invoice/) . For now, it’s just a simple employee-style time-logging tool, good for billing time to clients. ### Quick-Start Setup [e-Sign / e-Docs / Intake Forms](/support/welcome/esign/) [Invoices](/support/welcome/invoice/) [CRM](/support/welcome/crm/) ### Recent Posts ### 3.0 Partner’s Program Agencies, Designers, Local Networkers: We can help you grow your business. Learn more about our Value Added Reseller’s & other Partnerships at [SwiftCloud.AI/partners](https://SwiftCloud.AI/partners) . × ![alert](/support/wp-content/plugins/help-desk-support-software/sections/../images/sf-alert.png)