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Effortlessly handle digital payments immediately after a customer finalises an agreement by integrating eSign with the Square payment gateway.
Protect customer data.
Ensuring the security of digital payments is essential for protecting customer data. By integrating eSign with Square, you harness the advanced security features of both platforms to fortify your payment processes.
Each document signed through eSign comes with a digital certificate and an audit trail, confirming its authenticity. You can also incorporate multi-factor authentication, such as SMS and password protection, to ensure that only authorised individuals can access and finalise payments. Additionally, Square adheres to PCI compliance standards, providing complete assurance that customer payment information is secure.
Use custom templates to close deals quickly.
Integrating eSign with Square automates your payment and document transactions, streamlining your business workflows. This integration minimises routine administrative tasks, allowing your team to focus on strategic priorities. By automating payment collection, it not only enhances efficiency but also reduces the risk of human error.
Additionally, you can improve efficiency further by utilising custom templates with pre-set payment configurations for proposals, contracts, quotes, and invoices. Each document generated from these templates will automatically include payment details, payer roles, recipients, and payment calculations. This ensures that sending documents and requesting payments is a faster and more seamless experience for both your business and your customers.
Manage transactions more efficiently.
Integrating eSign with Square offers businesses improved oversight and accuracy in handling documents and payments. This integration facilitates quicker and more manageable transactions through enhanced visibility and effective tracking of documents.
By monitoring document statuses—such as those awaiting payment or categorised by payment status—you can easily verify whether payments have been received. This removes uncertainty, saves time, and supports precise financial management. The clarity gained from this integration streamlines accounting processes and aids in the sustainable growth of your business by ensuring timely deal closures and efficient project launches.
Enabling customers to finalise payments immediately after closing a deal ensures transactions are completed without delays. This smooth process helps maintain project timelines and boosts customer satisfaction by removing unnecessary waiting periods.
Integrating eSign with Square simplifies customer payment collection, removing the stress and hassle of pursuing payments. This streamlined approach enhances workflow efficiency and supports the overall success of your business.
Utilising eSign and Square significantly reduces the risk of human error in your financial data. Automating key aspects of document transactions ensures precise management of payment requests, collections, and processing, resulting in improved accuracy in your financial operations.
Yes, Square is transparent and fully compliant with HMRC regulations. The company ensures that all pertinent information is disclosed to HMRC during the submission of tax computations and returns, maintaining a clear and efficient reporting process.
Businesses opt for Square because it initially provided a straightforward and efficient solution for processing card payments. Since then, Square has broadened its range of services to include an extensive suite of payment and financial tools, offering a versatile platform that helps businesses manage multiple facets of their financial operations.
This integration is available to customers on our Enterprise licence, contact our digital transformation team to find out more.
Square allows businesses to process card payments through multiple channels: in-person, online, remotely, or over the phone. It provides clear and competitive pricing, making it a practical choice for businesses of any size. Funds are usually deposited into your bank account the next business day, with an option for instant transfer available for an extra fee.
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