Availability: Starter, Business, and Enterprise plans
Access Total value settings
Open your document or template, then select the amount with a currency label at the top of the editor to open the Total value panel. Alternatively, select File at the top left > Document > Total value.
From here you can:
Set the document value amount and source
Change currency and formatting
Enable payment collection
Copy the [Total.Value] variable
Note: All new documents, templates, content library items, and forms use the default workspace currency. You'll need to update the currency manually in previously created content.
Set document value
You can set the document value manually or pull it automatically from a pricing table or quote.
To set a custom amount: in the Total value panel, select Custom from the dropdown next to the total, then enter the value you want.
To calculate it automatically: select Auto from the dropdown. The value updates based on the total of your pricing table or quote blocks.
Note: Make sure the document value currency matches your pricing table or quote currency. If they don't match, the value will show as 0.
Collect payments
Availability: Business and Enterprise plans. Starter plan supports Stripe only.
Enable payment collection directly from the Total value panel so recipients can pay as soon as they sign the document. You'll need at least one payment gateway connected before you can turn this on.
Enable payments
Open your document in the editor.
Select the amount label to open the Total value panel.
Toggle Payments on.
If no payment gateway is connected yet, you'll see a prompt. Select Go to integrations to connect one, then come back and enable payments.
Choose what amount to collect
By default, the payment amount matches the document's total value (set to Auto). To collect a different amount:
In the Total value panel, check Collect a different amount.
Enter the Payment amount.
Choose a Source: Custom (a fixed amount you enter) or Auto (pulled from a specific quote block).
Note: When Source is set to Auto, the payment amount updates automatically if the pricing table changes. With Custom, the amount stays fixed until you change it manually.
Configure payment settings
Under Settings in the panel, configure how payments are charged:
Payment type — One-time, Installments, or Recurring
1st due date — When the first payment is due (for example, upon document signing)
Frequency — How often recurring payments are charged
Renewal — Based on the first payment date or a set date
Duration — A set number of payments or unlimited
Add a payer
Under Payers, select Add Payer and choose a recipient from your document. The payer must already be added as a recipient — go to Manage recipients first if needed.
Set up methods(Stripe)
If you're using Stripe, you can control which payment methods recipients can use and which Stripe account receives the payout.
In the Total value panel, scroll to Methods and payout and select Edit.
Choose your Payout account from the dropdown.
Toggle on the payment methods you want to accept: Credit card, Bank transfer ACH, or Dynamic (Stripe automatically shows the best options for each recipient).
Select Done.
Document value variable
To display the document's total value anywhere in the document body, use the [Document.Value] variable. You can find it under System Variables in the variables list, or select Copy [Total.Value] variable at the bottom of the Total value panel.
Note: The document value currency must match your default currency to be recorded in Workspace activity and Reporting.
Document value and Documents overview
Once you set a document value, it appears at the top of the document, in the document list, and rolls up into the Documents overview section in Reporting for each document status.
Note: Users with a Member role don't have access to the Documents overview.
Note: The document value currency must match your default currency to be recorded in Workspace activity and Reporting.
Troubleshooting
My document shows a 0 value in Documents overview
Make sure the document value currency matches the pricing table or quote builder currency. If they don't match and you've selected the pricing table or quote as the source, the value will show as 0.