Portant Portant Docs

Payments

Drop a payment link into any document Portant generates, so the recipient can pay an invoice, accept a quote, or pay a deposit on a contract without leaving the page.

In this section

  1. Add online payment links: connect Stripe and add payment links to documents and emails.
  2. Add Stripe payment links to the eSign portal: collect payment as part of the signing flow.

Where payments fit in

  • Invoices use case: automated invoicing with a paying customer at the other end.
  • Quotes use case: pair payment links with eSignatures to collect a deposit on acceptance.
  • eSignatures: when a signed document is also a paid one.