Create & Manage
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AI Document Creation
Create polished, ready-to-send documents with AI in seconds
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AI Data Extraction
Extract key information from documents quickly and accurately
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Drag & Drop Agreement Builder
Build professional agreements quickly with an intuitive drag-and-drop editor
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Custom Branding & Themes
Customize agreements with your brand, colors, logos, and themes
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Content Locking
Lock approved content to prevent unwanted edits or changes
Send & Automate
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Signing Order Workflow
Set the signing sequence and keep every agreement moving
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Signature Request
Send secure signature requests and collect approvals with ease
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Document Workflow Automations
Automate repetitive document tasks and keep workflows moving
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Bulk Send
Send documents to multiple recipients at once and save valuable time
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Collect Payment
Collect payments directly from agreements for a faster process
Manage & Track
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Audit Trail & Version History
Track every document change, action, and version in one place
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Team Workspace Collaboration
Collaborate on agreements with your team from one shared workspace
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Search & Filter Agreements
Find the right agreement instantly with smart search and filters
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Agreement Activity Tracking
See who opened, viewed, signed, or updated every agreement
By Business Need
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Sales Agreements
Close deals faster with streamlined sales agreements and digital signatures
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HR Documents
Simplify employee documents, onboarding forms, and HR workflows
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Legal Agreements
Create, manage, and sign legal agreements with confidence and ease
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Vendor Agreements
Manage vendor contracts, approvals, and signatures in one simple workflow.
By Industry
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Healthcare
Simplify healthcare agreements, approvals, and signatures with secure digital workflows
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Real Estate
Move property deals forward with faster agreements, approvals, and digital signatures
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Financial Services
Streamline financial agreements, approvals, and signatures with secure digital workflows
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Insurance
Simplify insurance documents, approvals, and signatures with faster digital workflows
By Business Type
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Small Business
Simplify agreements and signatures with easy workflows built for growing businesses
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Startups
Move faster with flexible agreement workflows designed for growing startup teams
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Enterprise
Scale agreement workflows with secure, efficient tools built for enterprise teams
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Agencies
Manage client agreements, approvals, and signatures without slowing down your projects
Payment Consent Form
A Payment Consent Form lets a customer give written permission for a business to charge their card or account for goods or services. Use this free, ready-to-edit form to authorize one-time or recurring payments clearly and securely. Simply fill in the blanks, download, and get it signed in minutes.
What Is a Payment Consent Form and Why Do You Need One?
A Payment Consent Form is a document that gives a business written authorization from a customer to charge a specific payment method, such as a credit card, debit card, or bank account, for goods or services. It's commonly used when a customer isn't present to swipe their card in person, such as over the phone, online, or for recurring billing like memberships or subscriptions. This form protects the business by proving the customer agreed to the charge, and it protects the customer by clearly stating the amount, frequency, and purpose of the payment before any money is taken.
Why Use a Ready-Made Template Instead of Creating One From Scratch
Writing a payment authorization form from scratch can lead to missing important details, such as whether a charge is one-time or recurring, which can create disputes or chargebacks later if the terms weren't clear. A ready-made Payment Consent Form Template already includes the essential sections — customer and payment details, authorization amount, billing frequency, and signature line — so businesses only need to add their specific transaction details. This saves time processing payments and helps prevent misunderstandings between the business and the customer.
Who Should Use This Payment Consent Form Template
This template is useful for gyms and fitness studios billing monthly memberships, subscription-based businesses, medical and dental offices collecting card-on-file authorization, contractors taking deposits over the phone, and service providers who bill clients on a recurring schedule. It's also useful for any business accepting phone or online orders where the customer's card isn't physically present, since this form documents that the customer approved the charge in advance.
How to Fill Out and Use This Payment Consent Form Correctly
Start by adding the customer's full name and contact information, along with the business name requesting authorization. Next, include the payment method details, such as the card type and last four digits, along with the amount being authorized. Specify whether the charge is a one-time payment or a recurring charge, and if recurring, state the billing frequency and how long the authorization remains valid. Add a brief description of what the payment is for, such as a service, membership, or product purchase. Finally, the customer should read the form carefully, sign, and date it before the business processes the charge.
How to Use Agreed Templates
Start With the Template
Open the Product Agreement Template in your Agreed workspace and begin with a ready-to-use agreement structure.
Customize Agreement Details
Add or edit product details, responsibilities, pricing, deliverables, timelines, and other terms to match your agreement needs.
Review, Sign & Manage
Send the agreement for review and approval, collect signatures, and manage the completed agreement securely in Agreed.
Frequently Asked Questions.
Everything you need to know about Agreed. Can't find what you're looking for?
Yes, most payment processors and card networks require documented customer authorization before setting up recurring charges, since this protects the business from chargeback disputes over unauthorized billing.
Yes, customers can typically revoke authorization for future charges at any time by submitting a written cancellation request, though charges already processed before cancellation usually cannot be reversed through the form alone.
No, most businesses only collect the last four digits of a card on the form itself, while the full card number is processed securely through a separate payment system or terminal.
Without documented authorization, a business risks a customer disputing the charge as unauthorized, which can result in a chargeback and potential penalties from the payment processor.
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Separation Notice Template
A Separation Notice lets an employer formally inform an employee that their job is ending, along with the reason and last day of work. Use this free, ready-to-edit template to document the details clearly for both records and legal purposes. Simply fill in the blanks, download, and get it signed in minutes.
Separation Agreement Employee Template
A Separation Agreement lets two people living apart, whether a couple or business partners, put their terms in writing before things become final. Use this free, ready-to-edit document to settle property, money, or responsibilities clearly. Simply fill in the blanks, download, and get it signed in minutes.
Mortgage Deed Template
A Mortgage Deed Template helps a borrower and lender put a property-secured loan in writing, giving the lender a legal claim on the property until the loan is repaid. Use this free, ready-to-edit template to outline loan terms, property details, and repayment conditions. Simply fill in the blanks, download, and get it signed in minutes
Everything You Need to
Create, Send and Sign Documents
Agreed helps teams reduce delays, improve signing completion
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