Skip to content
Close
LOGIN
Request a Demo
Request a Demo
Platform
Compare

See Our Product in Action

Curious how our platform fits your unique challenges? Let's explore how altaFlow can automate your exact workflows.

Request a Demo
Use Case
Industry
Department
Integrations
salesforce-logo
Salesforce
Learn More
Oracle-NetSuite-Logo-white
Netsuite
Learn More
icons8-sharepoint
SharePoint
Learn More

Connect Your Entire Workflow

From Salesforce and NetSuite to SharePoint and beyond. Let’s discuss how our integrations can unify your systems.

Request a Demo
Resources

Put Our Knowledge to Work

Go beyond templates and see what's possible. Let's talk about how our insights can power your success.

Request a Demo

Payment Forms That Finish the Job: Data, Signature, and Payment in One Workflow

Most payment forms collect money and nothing else. altaFlow payment forms sit inside a governed document workflow, so the registration, the invoice, the signature, and the payment happen in one motion and every record syncs back to your CRM.

Request a Demo

Where payment collection breaks

The invoice lives in one tool. The payment link lives in another. The signed agreement sits in a third, and someone re-keys the result into Salesforce on Friday. Every handoff between those tools is a place where a payment stalls, a record goes stale, or a customer gives up.

A payment is not a standalone event. It is the last step of a document process that started with a form, a quote, or a contract. Treating it separately is why reconciliation takes days instead of minutes.

Payment forms that run inside the workflow

Connect a payment gateway, drop a payment step into any document flow, and let the workflow do the rest.
Collect payment where the document already is

Add payment collection to invoices, registration forms, quotes, sales orders, and contracts. The payer fills, signs, and pays in one place, on any device.





Pre-fill from Salesforce, write back automatically

Amounts, line items, and customer details flow from your CRM into the form. Confirmation and payment status flow back without manual entry. This is the Salesforce to Document to Salesforce loop competitors cannot close natively.

Route on payment conditions

Paid in full goes one way. Partial payment or failed payment goes another. Conditional routing means finance sees exceptions, not everything.

Keep the full chain of custody

Every view, signature, and payment event lands in one audit trail. PCI DSS safeguards apply to card data during the payment process.

Who runs payment forms on altaFlow

A payment link collects money. It does not generate the invoice, request the signature, update the opportunity, or notify finance. With altaFlow, one workflow does all five, and ops teams build it without IT tickets. Customers consolidate 3 to 1 on tools and pay 30% less than DocuSign, Conga, and PandaDoc for the broader platform.

Who runs on process analytics

Celebrating-achievements-together
Sales and RevOps

Quotes and sales orders that move from signature to payment without leaving the workflow, keeping deal records current.

altaFlow-interview
Education

Application fees, enrollment deposits, and program payments collected in the same flow as the registration form, with FERPA-conscious handling of student records.

 

altaFlow-solution-help
Finance and accounting teams

Invoices generated from CRM data, sent with an embedded payment step, reconciled automatically when the payment clears.

altaFlow-working-together
Non-profits

Donation and membership forms that capture the gift, the acknowledgment, and the record update in one pass.

Security at the core

Enterprise-grade security and compliance

SSO, role-based access, audit trails, and retention policies sit at the platform layer. PCI DSS certification safeguards card data. SOC 2 Type II controls govern every workflow, including the ones that touch money.

Questions & Answers

Can altaFlow collect payments inside a document workflow?

Yes. Connect a supported payment gateway and add a payment step to any workflow: invoices, registration forms, quotes, or contracts.
Does payment data sync to Salesforce?

Yes. Payment status and transaction details write back to the connected record automatically, the same bi-directional sync that covers every other field in the workflow.
Do payers need an account?

No. Recipients open the form, complete it, sign if required, and pay from any device.
How is this different from a standalone payment form tool?

A standalone tool handles the transaction. altaFlow handles the document lifecycle around it: generation, routing, approval, signature, payment, and CRM sync in one governed platform.

End the hassle of reconciling payments against separate documents

See how one workflow collects the data, the signature, and the payment.

Request A Demo
55