Siklop

New Feature

PDF Quote Payments

Add an online payment module to your PDF quotes.

📄

Upload Your PDF

Import a PDF file in just a few seconds.

Drag and drop your PDF here

Add a Payment

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Payment Received

Your recipient pays directly from the PDF and you receive the payment.

Payment Confirmed

The Problem

How can you get paid directly from a PDF?

People use PDFs every day to share information, send files, and distribute important documents. Yet there is currently no simple way for recipients to pay directly from a PDF. PDF payments are finally coming.

Benefits

Get paid directly from your PDFs.

Simpler Payments

Add an online payment module directly to your documents and allow recipients to pay in just a few clicks.

Secure Payments

Provide recipients with a simple and secure online payment experience directly from your documents.

Faster Payments

Allow recipients to pay immediately as soon as they receive the document.

How It Will Work

From PDF to payment in just a few steps.

01

Upload Your Document

Simply upload your PDF document to Siklop and prepare it to receive online payments.

02

Configure the Payment

Connect your Stripe account and define the amount to be paid directly from your document.

03

Share and Receive Payment

Siklop generates a secure link that you can include in your emails, allowing recipients to view the document and complete the payment in just a few clicks.

Feature in Development

Want to try this feature?

Leave your email address to be notified when PDF payments become available.

Or create a quote with integrated payments using Siklop today

PDF Quote Payments

Does your quoting software let you create and send PDF quotes but still prevent customers from paying when they're ready to move forward? Between sending a quote, getting approval, and requesting a deposit, several steps often slow down the conversion of a prospect into a customer. Every additional action can delay the buying decision, postpone the start of a project, or make the sales process more complicated.

With PDF quote payments, Siklop allows you to add online payments directly to your PDF quotes to simplify the transition from quote approval to payment. Upload your PDF quote, define the amount to be paid, and share your document. Your prospect can review the quote, confirm their decision, and complete their payment through a secure interface designed to make conversion easier.

Bringing the quote and the payment together within a single experience helps reduce friction and encourages faster action. The simpler the approval and payment process, the more likely prospects are to move forward quickly. The goal is not only to provide a payment option but also to improve quote conversion rates, reduce delays before payment is received, and accelerate the launch of services, projects, or orders.

Whether you already use quoting software, a CRM, an ERP system, a business management platform, or a PDF quote generator, this feature allows you to continue using your existing documents while adding a new layer of functionality to your sales process. Instead of being a simple document waiting for approval, your PDF quote becomes a payment-enabled document capable of guiding your prospect all the way through to payment.

PDF quote payments are designed for businesses, freelancers, contractors, self-employed professionals, and organizations that want to allow customers to pay directly from a PDF quote, request deposits more easily, reduce payment delays, and offer a more modern payment experience. Whether the goal is to collect a deposit, a partial payment, or the full amount of the quote, this feature transforms a standard PDF quote into a powerful payment tool. The objective is simple: make it easier for customers to move from quote to payment.

FAQ

Can I add a payment to any PDF quote?

Yes. The goal of this feature is to allow online payments to be added to most standard PDF quotes. This includes quotes created with quoting software, ERP systems, CRM platforms, as well as quotes created using tools such as Word, Excel, Google Docs, or Google Sheets and then exported as PDF files. A standard PDF quote can be transformed into a secure link containing both the quote and its integrated payment module. You can continue using your existing tools while allowing customers to review the quote and complete their payment through a single interface. Whether your quote was created with dedicated software or a spreadsheet, it becomes possible to add online payments, request a deposit, and simplify the transition from quote to payment.

Does the recipient need a Siklop account to pay a PDF quote?

No. The recipient does not need to create a Siklop account to view the quote or complete the payment.

Once the PDF quote has been shared, it can be opened directly from a web browser on a computer, tablet, or smartphone. The customer can access both the quote and the payment module without registration, downloads, or account creation.

The goal is to allow any customer to review a PDF quote with integrated payment and complete the requested payment as easily as possible.

This helps reduce friction between reviewing the quote and making a payment while providing a fast and accessible experience on any device.

Are PDF quote payments secure?

Yes. Payments will be processed through Stripe, one of the most widely used online payment platforms in the world.

All transactions will benefit from the security standards used by millions of businesses to accept payments online. Payment information will be transmitted securely and will never be stored directly inside the PDF quote.

The goal is to allow secure payments to be added to PDF quotes while providing a simple and reliable experience for both the sender and the customer.

Whether the quote is viewed on a computer, tablet, or smartphone, the payment process will remain secure from start to finish.

Can I request a deposit from a PDF quote?

Yes. PDF quote payments can be used to request a deposit directly from the quote shared with your customer.

You will be able to define the amount to be paid, whether it is a deposit, a partial payment, or the full amount of the quote. The customer can review the PDF quote, view the requested amount, and complete the payment online through a secure interface.

This can be particularly useful for starting a project, booking a service, confirming an order, or securing a customer commitment before work begins.

The goal is to make deposit collection easier while simplifying the payment process for customers.

Can I freely choose the payment amount on a PDF quote?

Yes. You will be able to define the payment amount directly from your PDF quote.

The goal is to allow you to add a payment to a PDF quote with the amount of your choice, without specific restrictions on the requested amount. The customer will see this amount directly on the quote before proceeding with payment.

This flexibility makes it possible to adapt integrated quote payments to different situations, including deposits, partial payments, reservations, quote approvals, or full payments.

The amount displayed in the payment module and the amount requested during checkout will remain synchronized to provide a simple, transparent, and consistent experience.

Can I receive payments from PDF quotes in multiple countries?

Yes. The goal is to allow online payments to be received from many countries supported by Stripe.

A PDF quote containing a payment module can be shared with customers located in different regions of the world. Customers will be able to review the quote and complete their payment online directly from their device, wherever they are.

This makes international quote payments easier without having to exchange banking details or use multiple separate solutions. Payment is integrated directly into the quote to simplify the experience for both the sender and the customer.

The exact list of supported countries and payment methods will depend on the services supported by Stripe at the time of use.

Is this feature only for businesses?

No. PDF quote payments can be used by businesses, freelancers, contractors, self-employed professionals, associations, organizations, and individuals.

The goal is to allow anyone who wants to receive a payment from a PDF quote to add a payment module directly to their document without requiring a complex technical solution.

The process remains the same regardless of the user profile: upload the quote, configure the payment, share the PDF quote, and receive payment online from the customer.

This makes PDF quote payments accessible to a wide audience and helps simplify payment collection directly from a commercial document.

Will the recipient need to download the PDF quote?

No. The recipient will not need to download the PDF quote to review it or complete the payment.

The quote can be opened directly from a secure link accessible through a web browser on a computer, tablet, or smartphone. This provides immediate access to both the quote and the payment module without installation, downloads, or specific software.

The goal is to simplify the user experience as much as possible by allowing customers to review a PDF quote with integrated payment directly online. Customers can access the quote and complete the payment in just a few clicks.

Downloading the PDF quote may remain available when needed, but it will not be required to review the quote or complete the payment.

When will PDF quote payments be available?

The feature that allows payments to be added to PDF quotes created with third-party software is currently under development.

The goal is to allow users to import an existing PDF quote and add a payment module so customers can review the quote and complete their payment through a secure interface.

If you are interested in this feature, you can join the waiting list to be notified when it launches and to stay informed about future updates. People who join the waiting list will be among the first to discover payment-enabled imported PDF quotes as soon as they become available.

In the meantime, this functionality is already available for quotes created directly with Siklop. Your customers can review their quote, complete a payment online, and continue their journey through a simple and secure interface.

Siklop already allows you to create quotes with integrated payments. The upcoming feature will extend this capability to PDF quotes generated by third-party quoting software, document generators, and business management tools.

PDF Payments Are Coming Soon.

Until then, discover Siklop and create quotes with integrated electronic signatures and online payments.

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