The Adobe Acrobat collect payments feature lets you request an online payment when sending a document for e-signing. You can send a document for e-signing and collect an online payment as part of the recipient experience. The feature is provided by linking a Braintree account, where available, with your Acrobat account.

By integrating a Braintree account as a payment gateway, you can add a payment field to a form you send out using the Request e-signatures tool. You can set up the payment field to use one of the following values:

• A static value, such as a quote for a service
• A dynamic value derived from calculated fields on the form, such as an order form with multiple items, quantities, and shipping methods.
• A recipient-entered value, such as a donation request

Recipients receive a link to the agreement by email. When they open the link, Acrobat lets them review the agreement and add their signature. When they next select the Pay and Sign button, the Braintree integration presents recipients with a payment window to collect all required personal payment information. The integration streamlines payment collection for both the recipient and the sender.

Access and configure the Collect Payments feature

Once you have an established Braintree account, do one of the following to access the collect payments feature:

• In the Acrobat desktop app, go to the Tools center, scroll down to the E-Sign section, and then select Collect Payments.
• Sign in to Acrobat online, select the E-Sign menu in the top navigation bar, and then select Collect Payments.

The Collect Payments page is displayed.

Copy and paste the requested credential information from your Braintree account into the related fields:

• Public Key
• Private Key
• Merchant ID

Save when done.

Once the credentials are validated, and the connection to Braintree is established, a graphical icon showing Account linked is displayed. When the credentials are first added and validated, the Enable payments with Braintree checkbox is checked automatically.

Checking the Enable payments with Braintree checkbox activates the payments feature for use in the account.

Unchecking the checkbox will disable the payments feature, but does not clear the credentials so that the integration can be re-enabled at a later date.

Once the integration is enabled, the Payment field is made available in your authoring environment.

Using drag-and-drop authoring

Creating a payment form only requires you to use a Payment form field in an agreement.

The Payment field can be found at the bottom of the list of field categories on the right side of the Authoring window when preparing an agreement for e-signing.

Applying the Payment field requires careful attention to the field options to ensure that your form functions properly.

Payment field options include the following:

Assigned to – Make sure you are assigning the field to the recipient that is expected to provide payment.  

Value Type – This is linked to the function of the form

• Entered value gives you a static value, whether it be a stated value like a quote, or an accepted value, like a donation.
• Calculated value gives you a derived value from a formula involving other fields. This is used for a dynamic order form.

Read Only – If checked, the sender must ensure that the field is populated either with a fixed value or through a calculated value.

If unchecked, the value is either the default set during authoring or the value entered by the recipient.

Default value – Used if your form has a set value for static payments or a suggested donation value.

Currency – Set the appropriate currency for your target audience. 1000 Yen is very different than 1000 Pounds.

Value Range – Useful if you want to establish a bounded range for donation values.

Static value (Quotes)

A form with a static value must have an Entered value established during authoring.

• The field should be defined as Read Only
• A  non-zero Default Value should be entered
• Select the correct Currency for the targeted recipient

The user experience shows the field and value, but does not allow the payer to alter the value.

Dynamic value (Order form)

The dynamic value Payment field should be configured as a Calculated value.

• The option to make the field Read Only is required for calculated values, so the option is removed from the properties menu 
• The calculated value will be derived from other fields that the recipient can interact with (quantities, shipping methods, insurance options etc.)
• During authoring, the formula is exposed in the field instead of a numerical value

Select an appropriate Currency

The user experience is to see the field, the values of the field adjust in real time as options are selected, but the recipient is unable to directly interact with it. (Highlight added below)