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Digital Products

Sell digital files and deliver them automatically to customers after payment. Upload your file once, and PayRequest handles secure download links, expiry, and download limits for every purchase.

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Creating a Digital Product

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Prepare Your Product

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Obsidian Vaults

1. Create a ZIP of the vault folder, keeping Markdown notes, attachments, and subfolders together.
2. Include the hidden .obsidian folder if your product includes vault settings. Check the vault for personal notes and account details before packaging it.
3. Upload the ZIP. PayRequest checks that it contains Markdown notes and shows whether settings are included.
4. Enter the required plugins and theme, or enter None when none are needed.
5. Add any extra setup instructions and preview the generated guide.

The delivered ZIP preserves your original files and adds instructions for extracting the vault and opening its folder in Obsidian. Existing guide files are not overwritten.

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Notion Templates

1. Publish the template page in Notion and enable Duplicate as template.
2. Choose Template link and instructions and paste its published notion.site or notion.so HTTPS link.
3. Test the link with another account. Confirm that the buyer can duplicate the template into their workspace, then check the confirmation box in PayRequest.
4. Add any extra instructions and preview the guide.

After payment, the buyer downloads a text guide containing your link and duplication instructions. If you already have a PDF or another supported guide containing the link, choose Upload a prepared buyer guide instead.

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E-books and PDFs

Select the delivery format before uploading:

• PDF for a fixed page layout.
• EPUB for e-reader apps.
• PDF and EPUB bundle (ZIP) to deliver editions together. The archive must contain at least a PDF or EPUB file.

The uploaded extension must match your selection. PayRequest checks the PDF signature or basic EPUB structure; these checks do not replace reviewing the book in a reader app. Your book file is delivered unchanged.

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Design Assets

1. Put the editable source files and any included exports in a ZIP. For Figma, save a local .fig copy and include it in the archive.
2. Specify the software and version buyers need.
3. Enter your usage terms, including permitted uses and any third-party assets buyers must license separately.
4. Add import or setup instructions and preview the buyer guide.

PayRequest includes your requirements, terms, and instructions in the delivered ZIP. It does not supply a license on your behalf or verify compatibility with every design application.

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Spreadsheets

Choose the format that matches your product:

• Excel (.xlsx): upload the workbook and specify the software/version buyers need. PayRequest checks the basic workbook structure.
• CSV data file: upload a non-empty CSV text file. Use this for tabular data; CSV does not retain workbook formatting or multiple sheets.
• Google Sheets template link: paste the spreadsheet’s HTTPS link from docs.google.com/spreadsheets/d/....

For Excel and CSV, PayRequest packages the file with a getting-started guide and your instructions. For Google Sheets, set General access to Anyone with the link, choose Viewer, and allow copying. Test the link with another account and confirm that a copy can be made. The buyer receives a text guide with the link and instructions to use File > Make a copy. Keep edit access to your original restricted.

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File Checks and Upload Issues

For the prepared vault, design, e-book, and spreadsheet flows:

• The uploaded file must match the selected format.
• Archives must be readable and unencrypted, without unsafe paths or symbolic links.
• Inspected archives may contain up to 10,000 entries and 2 GB of unpacked data. The upload itself must still be no larger than 500MB.
• An Obsidian archive needs Markdown notes; a design archive needs files; an e-book bundle needs a PDF or EPUB.

If a check fails, correct or replace the file before creating the product. These are basic format checks, not a guarantee that formulas, plugins, or book formatting work correctly.

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Supported File Types

Other digital download accepts a single file up to 500MB in the following formats. The preparation flows above use their own format choices:

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How Delivery Works

When a customer purchases a digital product, PayRequest automatically creates a unique download token for them. Here’s what happens:

1. Customer pays — The payment is confirmed through your supported checkout provider
2. Token created — A secure, unique download link is generated with the limits you configured
3. Instant access — The download link appears immediately on the payment success page
4. Email delivery — The order confirmation email includes the download link
5. Portal access — The customer can re-download from their order history in the customer portal

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Managing Digital Files

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Replacing a File

To update the file for an existing digital product:

1. Go to Products and open the product
2. Click Edit and navigate to the Digital File tab
3. Upload the new file — the old file is automatically removed
4. Click Save

New purchases and existing valid download tokens use the current file for the product. Replacing the file does not reset existing download limits or expiry dates. The product editor replaces the complete delivery file. For vaults, design packs, and spreadsheets, include the buyer guide and usage terms in your replacement ZIP. For a template-link product, upload an updated buyer guide containing the new link. The preparation wizard applies when creating a new product.

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Removing a File

In the Digital File tab of the product editor, click Remove next to the current file. You’ll be asked to confirm before the file is deleted.

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Download Limits & Expiry

Each purchase creates a download token with its own limits: When a customer reaches the download limit or the link expires, they see a message explaining that the download is no longer available.

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Tracking Downloads

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Product Detail Page

Open any digital product to see download statistics in the sidebar and the Details tab:

• Tokens issued — Total number of download tokens created
• Total downloads — How many times the file was downloaded across all customers
• Active tokens — Tokens that are still valid
• Exhausted tokens — Tokens that have expired or reached their download limit

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Order Detail Page

Open any order containing a digital product to see a Digital Downloads card with:

• File name and download count per token
• Expiry date
• Status (Active, Expired, or Limit Reached)
• A Copy Link button to share the download URL with the customer

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Customer Portal

Customers can view and download their digital files from their order detail page in the customer portal. They can see:

• Remaining downloads
• Expiry date
• Download button (when the token is still valid)

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Payment Page Preview

When customers view a digital product on the payment page, they see an Includes digital file card showing the filename and an Instant download badge. This helps set expectations before purchase.

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Email Delivery

Order confirmation emails automatically include download links for any digital products in the order. The links appear in a Your Downloads section with the filename for each product.

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FAQ

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Next Steps