> ## Documentation Index
> Fetch the complete documentation index at: https://helpdocs.gavel.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Bundles: Productization

> Collect payment before clients access workflows or generate documents by connecting Stripe Connect to a Gavel bundle and testing with Stripe test cards.

Gavel uses **Bundles with Stripe Connect** as the standard way to collect payment from clients. You create a bundle, set a flat-rate price, connect your Stripe account, and choose exactly where in the workflow sequence the payment step appears — before the client begins, or just before documents are generated. This page walks you through the full setup and explains how to test your paywall before going live.

<Note>
  The older **Stripe Paywall Question** feature is deprecated. Existing workflows that use it will continue to work, but you cannot add new Stripe Paywall Questions to new workflows. If you have an existing workflow with a legacy Stripe question that you want to include in a bundle, remove the old paywall question first, then configure pricing through the bundle instead.
</Note>

***

## Step 1 — Connect Stripe to your Gavel account

Before you can charge clients, you need to link a **Stripe Connect** account to Gavel. This is a separate onboarding from a standard Stripe account.

<Steps>
  <Step title="Start creating a paid bundle">
    Go to the **Bundles** page from the Dashboard and click **+ New Bundle**. Fill in the bundle name and description, select at least one workflow, and click through to the **Bundle Pricing** step.
  </Step>

  <Step title="Select Flat Rate">
    Choose **Flat Rate** as the pricing option. If your Stripe Connect account has not yet been linked, Gavel displays a yellow banner with a link to begin Stripe onboarding.
  </Step>

  <Step title="Complete the Stripe onboarding">
    Click the link in the banner. You will be taken through the Stripe Connect setup flow — entering your business details, bank account information, and identity verification. Once you complete onboarding, Stripe redirects you back to your Gavel bundles page automatically.
  </Step>
</Steps>

<Info>
  If you previously used the legacy Stripe integration (Stripe Paywall Questions), you connected a standard Stripe account at that time. To use bundles with Stripe Connect, you will onboard a Stripe Connect account, which links through your existing Stripe account.
</Info>

***

## Step 2 — Configure the payment step

Once Stripe Connect is linked, you set the price and decide where in the user's journey payment is collected.

<Steps>
  <Step title="Enter your flat rate">
    With Stripe connected, enter the amount you want to charge. Gavel currently supports a single flat-rate price per bundle.
  </Step>

  <Step title="Choose when payment is required">
    Select where the payment step appears:

    * **Before the beginning of a workflow** — the client pays before they can start any workflow in the bundle.
    * **Before documents are generated** — the client completes the questionnaire first, then pays before receiving their documents.

    You can add more than one payment step by clicking **Add another payment step**, allowing you to charge at multiple points (for example, a deposit before starting and a final payment before document delivery).
  </Step>

  <Step title="Save the bundle">
    Click **Finalize** to save. Your bundle is now live with payment gating enabled.
  </Step>
</Steps>

***

## Step 3 — Share or embed the paid bundle

Once your paid bundle is configured, share it with clients in one of two ways:

<CardGroup cols={2}>
  <Card title="Share a direct link" icon="link">
    Click the **copy** icon next to the bundle on the Bundles page and paste the URL into an email or website button. Clients who open the link see the bundle's start page and pricing before they begin.
  </Card>

  <Card title="Embed a bundle card" icon="code">
    Click the **Generate Code** icon (`</>`) on the Bundles page to get HTML snippets you can embed on any web page. The card displays the bundle name, description, and a call-to-action button.
  </Card>
</CardGroup>

***

## Step 4 — Test your paywall

Before sharing a paid bundle with real clients, test the payment flow to confirm it works correctly.

<Steps>
  <Step title="Enable Test Mode">
    If you are using a legacy Stripe Paywall Question, ensure the **Test Mode** checkbox is checked on the Stripe payment question in your workflow builder. For bundles with Stripe Connect, use your Stripe dashboard's test mode environment.
  </Step>

  <Step title="Run the bundle">
    Open the bundle link or click **Run** on the Bundles page to start the workflow as a client would.
  </Step>

  <Step title="Enter Stripe test card data">
    When the payment screen appears, use Stripe's test card numbers. A commonly used test Visa card is:

    | Field       | Value                 |
    | ----------- | --------------------- |
    | Card number | `4242 4242 4242 4242` |
    | Expiry      | Any future date       |
    | CVC         | Any 3-digit number    |
    | ZIP         | Any 5-digit number    |

    Stripe provides a full list of test card numbers for different scenarios (declines, authentication challenges, etc.) in their documentation.
  </Step>

  <Step title="Verify the flow">
    Confirm that the payment step appears at the correct point in the workflow and that the workflow proceeds as expected after a successful test payment.
  </Step>

  <Step title="Disable Test Mode before going live">
    If you are using a legacy Stripe Paywall Question, uncheck **Test Mode** on the question before sharing the workflow with real clients. For Stripe Connect bundles, ensure your Stripe account has completed live mode onboarding.
  </Step>
</Steps>

<Warning>
  Test payments do not create real charges, but they do create test records in your Stripe dashboard. Verify you are in Stripe's **test mode** view when reviewing those records — live mode will not show test transactions.
</Warning>

***

## Viewing payments in Stripe

After real clients complete payments, all transaction data is available in your Stripe dashboard at [dashboard.stripe.com](https://dashboard.stripe.com). Use the toolbar to navigate to:

* **Products** — your Gavel bundles appear here as Stripe products
* **Payments** — a log of every charge
* **Customers** — client records created when they pay
* **Reports** — revenue summaries and exports