How to redirect a user to a specific page after signing a contract?

Overview

You can now redirect customers to a specific web page after they’ve signed your Document or completed a payment on an invoice generated via the Document. This helps create a seamless, branded experience—whether that’s showing them a thank-you page, leading them to a scheduling link, or upselling additional services. 1. Enable Global Custom URL RedirectionNavigate to Documents & ContractsIn the left menu, go to Payments → Documents & Contracts.

Open SettingsClick the Settings button at the top-right (gear icon). Select Document Settings from the sidebar. Toggle on “Redirect to a Custom URL”Flip the switch to enable it globally for all Documents. Enter the URL (e.g., https://example.com).

Choose Open in Existing Tab or Open in New Tab. Save Your ChangesClick Save to confirm. Note: Global settings will not override a custom URL added directly to a specific Document or Template. 2.

Set Up a Custom URL Per DocumentCreate or Edit a DocumentFrom Documents & Contracts, open any existing Document or click + New to create one. Document SettingsAt the top, click Settings → Document Settings. Enable Redirect & Enter URLToggle on Enable redirection to custom URL. Enter the desired URL.

Select if it should open in the same tab or a new tab. Save Your DocumentClick Save or Send as needed. 3. Redirection After PaymentIf you’ve enabled a Payment option within your Document, the same redirect settings apply once payment is made: Global Setting: If enabled, your customers are automatically redirected after their payment is processed.

Document-Level Setting: If you’ve enabled and specified a URL here, it takes priority for that specific Document. 4.

• Troubleshooting & TipsTest Before Sending: Use the Preview option in Documents to confirm that the redirect works as expected.
• Override Logic: Document-specific redirects will override global redirects.

Turn off or remove the Document-level setting if you want to rely solely on the global redirect. 5.

• Common Use CasesThank-You Pages: Direct new signers/payers to a personalized thank-you or confirmation page.
• Onboarding: Prompt customers to complete onboarding steps immediately after signing.
• Upsells: Show complementary offers or scheduling pages to drive further engagement.
• Reviews: Get reviews from your users after they've signed a completion agreement.