Use Case: I would like to capture customer credit card information at the time they are signing the document. What process could I set up for this?
App Expert Reply: One option could be to have the customer sign, then automate sending an email with a link to a formassembly.com form to collect credit card information and potentially even process authorization and payment. Another option could be that after signing the document, it redirects to a website that has the credit card form embedded. After we have app redirect, we send the document ID with it that can be used to lookup the record in Salesforce and pre populate information. Should you want help to configure this process, our app expert team could assist you at $125/hour.