Selling Inside a Form
Combine Service Select, Payment, and Signature to take an order and get paid in one submission.
Overview
Three fields turn a questionnaire into a checkout. Service Select offers what you sell, Payment collects the money through your configured gateways, and Signature captures agreement to your terms — all before the order reaches your pipeline.
The Order-Form Stack
Service Select
Choose which services the form offers; add-ons and quantity tiers come across from the service
Project data
The brief — lands on the order as Project Data
File Upload
Reference material, with type and size limits
Billing details & Address
What you need on the invoice
Signature
Terms plus a typed or uploaded signature
Payment
Pick which of your gateways are offered here
After submission: a client record is created if they’re new, the order appears in your pipeline with the brief attached, and the payment is recorded against it.
Tips & Best Practices
Put Payment last and Signature just before it. Asking for card details before the client has agreed to scope is the fastest way to lose the submission.