Configuration options

The Braintree service offers a number of configuration options that can greatly improve your signer’s experience. Everybody has different needs from a payment service, and a thorough exploration of the Braintree features is well worth the effort.

With regards to the Acrobat integration there are a few features that relate directly to the signer’s experience:

• Currency – What currency are you accepting?

Braintree accepts a wide range of currency types, and allows you to make a “Merchant account” for each currency you will accept. This merchant account further allows you to define what types of payments you will accept (PayPal and/or discrete credit cards).

Within Acrobat, the Payment field must be configured for one type of currency. This configured value links to the Merchant Account of the same currency type. 

The values listed in the Acrobat field properties are dictated by the currencies accepted in your Braintree merchant accounts.

Setting a default Merchant account will also define the default currency loaded in the Acrobat Payment field.

• Duplicate Transaction Checking – Prevents a quick double-click from creating two transactions, and double-charging your signer.

Things to know

Known Issue: Payments are disabled after modifying a delegated agreement

There is a known issue that can cause the agreement to bypass the payment process and complete the agreement as successful without payment being secured. The problem manifests only when:

1. the first recipient delegates their signature authority
2. the sender modifies the agreement after that delegation

It is recommended to disable the Modify Agreement feature in any group using the payment integration.

PCI Content and Storage

During the payment process, all information is entered into the Braintree interface.

All payment information is stored solely within the Braintree account.

The Acrobat environment only stores the API credentials to the Braintree account and the Transaction number that is passed back from Braintree (recorded in the Acrobat Sign Audit Trail).

No actual payment information ever touches the Acrobat system, ensuring optimal PCI compliance and signer security.

Disrupted transaction between Payment and Signature

When using payments, the signature process happens in two parts:

• Capture the payment
• Complete the signature

This ensures that the agreement can’t be completed without the payment being captured first.

If for any reason there is a disruption in the process, the signer is able to re-open the agreement from the original link (or a reminder link if reminders are configured), and resume the signature process.

If the payment was captured prior to the disruption, that information will be clearly displayed to the signer.

Duplicate payment prevention

The Braintree service has a Duplicate Transaction Checking feature that prevents multiple transaction to the same transactionID within a set time span.  This prevents multiple payments from being logged due to multiple button clicks.

To configure the Duplicate Transaction Checking option:

1. Log in to your Braintree account

2. Navigate to Settings > Processing > Duplicate Transaction Checking

3. Turn the setting on

Payment Disputes

Recipients that have a payment dispute for any reason should contact the party that sent the agreement by replying to the original "Please Sign" email.

Acrobat provides the platform for the signature process, but hands off the payment process to Braintree.

No payment, or payment information, is collected by Acrobat, we simply expose the payment portal that the sender of the agreement has configured.