Selling Products in Forms & Surveys with the Unified Payment Panel

Selling products through your Forms and Surveys just got a lot more streamlined. The Sell Products element now has a unified payment configuration panel, so connecting a payment provider and setting up products happens in one place instead of several.

What's New

The Sell Products element in Forms and Surveys now includes a streamlined payment experience with:

• A unified, right-side payment configuration panel
• The ability to connect payment providers directly, without leaving the builder
• Support for product Price Level selection
• Support for product Variant selection

Key Highlights

• Connect payment providers directly from the payment configuration panel
• Configure products, pricing, and payment options without leaving the form submission
• Existing payment settings remain fully supported, with no regressions

How It Works

1. Add a Sell Products element to your Form or Survey.
2. Open the unified Payment panel on the right.
3. Connect your preferred payment provider directly from the panel, if it's not already connected.
4. Select the products you want to sell, and configure the available price levels and variants.
5. Customers choose their preferred pricing and product options before submitting.
6. The selected configuration carries through checkout, invoicing, and payment processing.

Good to Know

• Existing Forms and Surveys continue to work exactly as before.
• Price level and variant selection are available for supported products with multi-price or variant configurations.
• No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
• Fully supported across desktop and mobile.