TekMatix Blog & Help Articles

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How To Manage Multiple PDFs in Tekmatix Documents & Contracts

How To Manage Multiple PDFs in Tekmatix Documents & Contracts

Combine multiple PDFs into one streamlined file—or reorder them before sending—you’ll love the new Multiple PDF Upload & Page Rearrangement update in the Documents & Contracts section. ...more

Payment

May 27, 20252 min read

How-To Add PDFs to Existing Documents and Templates in Tekmatix

How-To Add PDFs to Existing Documents and Templates in Tekmatix

With Tekmatix’s latest enhancement, you can now upload additional PDF files directly into your existing Documents or Templates—no need to start over or rebuild from scratch. ...more

Payment ,proposals

May 22, 20252 min read

How to Collect Payments with Recurring Appointments Using the Tekmatix Booking Widget

How to Collect Payments with Recurring Appointments Using the Tekmatix Booking Widget

Integrate payment collection directly into your recurring appointment workflows with Tekmatix’s Booking Widget. This guide will walk you through setting up and utilizing this feature, complete with a ... ...more

Calendar & Scheduling ,Calendars Payment &Appointment

May 22, 20253 min read

How-To Manage Payment Methods with Tekmatix's Stripe Integration

How-To Manage Payment Methods with Tekmatix's Stripe Integration

With Tekmatix's Stripe integration, business users can enable or disable specific payment methods across different sales channels, ensuring a seamless checkout experience. This guide walks you through... ...more

Integrations ,Payment

May 22, 20253 min read

How-To Set Up Custom URL Redirection for Documents & Contracts in Tekmatix

How-To Set Up Custom URL Redirection for Documents & Contracts in Tekmatix

Tekmatix now allows users to redirect clients to a custom URL after signing a document or completing a payment. ...more

Payment

May 22, 20252 min read

How-To Collect Payments & Sell Products Through Surveys in Tekmatix

How-To Collect Payments & Sell Products Through Surveys in Tekmatix

Whether you’re accepting donations, selling products, or charging for services, this feature streamlines transactions within your surveys, making it easier to engage and monetize your audience. ...more

Payment ,Survey &Funnels and Websites

May 22, 20252 min read

How to Set Up, Send & Automate Contracts with Payment in Tekmatix

How to Set Up, Send & Automate Contracts with Payment in Tekmatix

How to Set Up, Send & Automate Contracts with Payment in Tekmatix ...more

Payment

May 06, 20252 min read

How To Create and Send Estimates in Tekmatix

How To Create and Send Estimates in Tekmatix

Introducing Tekmatix's Estimates feature! This tool allows you to send professional estimates to clients, gather quick accept/reject responses, and seamlessly convert approved estimates into invoices. ...more

Payment ,Invoices

April 24, 20253 min read

Simplify Payments with Tekmatix's Bank-Only Transfer Option for Invoices

Simplify Payments with Tekmatix's Bank-Only Transfer Option for Invoices

Simplify Payments with Tekmatix's Bank-Only Transfer Option for Invoices ...more

Payment

April 15, 20252 min read

Simplify Document Signing with Tekmatix Public Document Links

Simplify Document Signing with Tekmatix Public Document Links

Learn more about Tekmatix's new Public Document Link feature to make your document-signing process quicker and easier. ...more

Payment ,Invoices &proposals

April 03, 20252 min read

Accept Payments Easily with a Custom Payment Link

Accept Payments Easily with a Custom Payment Link

Accept Payments Easily with Custom Payment Links in TekMatix 💡 Tired of complicated payment processes? Custom payment links make it easy to accept payments instantly—no website or checkout page requi... ...more

Payment

March 05, 20252 min read

How to Connect and Use Square Payment Processor in TekMatix

How to Connect and Use Square Payment Processor in TekMatix

How to Connect and Use Square Payment Processor in TekMatix ...more

Integrations ,Payment

January 24, 20251 min read

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