Proposals: Expedite Deals with Capchase Pay Proposals: Expedite Deals with Capchase Pay

Proposals: Expedite Deals with Capchase Pay

Proposals: Expedite Deals with Capchase Pay

Capchase Pay's Proposals feature integrates payment and signature steps into a unified flow for quick deal closing.

Before creating a deal, make sure your Buyer is approved for Capchase Pay. Take a look here if you want to learn more about how to get your Buyer approved.

Proposals incorporate all documents needed to review and close a deal - including your agreements and the Capchase Pay terms - into a single step

When creating a subscription for an approved buyer, upload your agreement documents during the 'Upload documents' step. Once you finish creating the deal, these documents will be combined with the Capchase Pay terms and sent in a single DocuSign envelope.

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After uploading your documents, you can review and then confirm the proposal. You can preview the payment schedule before sending the payment link to your Buyer as well.

If you have any questions, don’t hesitate to reach out to us at support@capchase.com.

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