Paystand DocuSign Integration | Contract-Originated Payment Capture

Collect and authorize payment methods at the moment of signing. The Paystand DocuSign integration embeds secure payment capture into legally binding agreements and syncs payer data across Salesforce, NetSuite, Sage Intacct and Paystand automatically.

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Paystand DocuSign Integration for Contract-Originated Payment Capture

Capture Payments at the Moment a Contract Is Signed

The Paystand DocuSign integration enables contract-originated payment capture, allowing customers to securely authorize a payment method while signing a binding agreement. By embedding a Paystand checkout link directly into DocuSign templates, merchants can capture ACH or credit card payment authorization as part of the signing flow—before payments are due.

This removes delays between contract execution and payment readiness, reduces manual follow-ups, and ensures payment terms, authorized amounts, and payer details are captured correctly the first time.

Why Teams Use Paystand with DocuSign

Payment Capture Upon Signing

Securely collect payment authorization during contract execution instead of after the agreement is completed.

Tokenized Payment Methods

ACH and credit card payment methods are tokenized during signing, protecting sensitive data and preventing chargebacks.

Legally Binding Workflow

Payment authorization is tied directly to a signed agreement, supporting enforceable payment terms and authorized amounts.

Automated System Sync

Payer IDs, envelope status, and payment details sync automatically to Salesforce and NetSuite—no manual entry.

Reduced Payment Friction

Eliminate extra steps for customers by combining contract signing and payment authorization in one seamless flow.

Improved Cash Flow Visibility

Finance teams gain real-time insight into signed contracts, payment readiness, and upcoming payments, including details like the payment schedule and amounts due.

How the Paystand DocuSign Integration Works

Customers receive a DocuSign envelope containing a Paystand checkout link. As part of the signing process, they securely authorize a payment method for future charges. Paystand tokenizes the payment information, generates or updates a payer ID, and keeps all systems in sync using real-time webhooks.

Envelope status, signer activity, and payer data flow automatically into Salesforce and NetSuite, ensuring the transaction is completed without manual capture, delayed authorization, or disconnected systems.

Built for Sales, Finance, and Operations Teams

Sales teams can send DocuSign envelopes directly from Salesforce using preconfigured templates and scenarios. Finance teams benefit from automated payment authorization, reduced manual capture, and real-time updates in their ERP. Operations teams gain a standardized, repeatable process that scales across contracts, renewals, and high-volume agreement workflows.

The result is a single, connected payment process—from agreement to authorization to reconciliation.

Frequently Asked Questions

1. What is contract-originated payment capture?

Contract-originated payment capture is a workflow where a customer’s payment method is securely collected and authorized as part of the contract signing process, rather than after the contract is completed. This workflow helps parties involved reach a binding agreement and streamline payment capture.

2. How does this help reduce time between contract signing and payment?

Traditionally, there’s a gap between when a customer signs a contract and when finance captures payment information. With this integration, the signature and payment method are captured in the same step, enabling immediate billing and faster cash flow.

3. What types of payments can be captured during signing?

Customers can tokenize ACH and credit card payment methods through Paystand’s checkout link embedded in DocuSign templates. This ensures a secure, compliant, and branded experience. After signing, the system automatically captures funds based on the authorized amount using supported payment methods.

4. Can I collect multiple payment methods during a contract signing?

No. Only a single valid payment method can be captured per DocuSign envelope. Renewal flows also cannot add a new method if an existing valid method is already stored.

5. Is this solution scalable for high-volume merchants?

Yes. The blueprint and webhook-driven design allow merchants with thousands of envelopes and payers to manage the process automatically without manual reconciliation. Because each payment is pre-authorized during signing, there’s no need to initiate a separate capture request.

6. Which industries get the most value from this integration?

Any industry that relies heavily on signed agreements tied to payment—especially SaaS, healthcare, financial services, manufacturing, and professional services.

7. What kind of branding options are available?

Both the DocuSign template and the Paystand checkout link can be customized to reflect the merchant’s brand, ensuring a seamless customer experience.

8. Does this replace my existing DocuSign workflow?

No. It extends your existing DocuSign flows by embedding a secure payment capture step and automating the sync into your CRM and ERP.

Paystand DocuSign Integration for Contract-Originated Payment Capture