Collecting payment when you close

i closed another deal today; shocker. jk my sales suck. i did implement collecting payment on the contract in Docusign because they have collection issues and I think this a big a reason why. however, they don't want me to collect payment through Docusign for security reasons? instead they would want me to close the deal and then call them again to collect payment info and enter into our billing portal. while cs sits on the sidelines giving out free creds without collect payment info. am i wrong here? should I not be collecting payment info upfront through Docusign. that's the only way I've ever done it. 
🧠 Advice
😤 Conflict Resolution
☁️ Software Tech
5
SaaSam
Politicker
1
Account Executive
For me, it's not considered a close until payment has been collected. So, anytime a client has tried to get me to allow for delivery before we have seen the money I shut it down right away.

I won't even schedule a kickoff until I see the money.
jefe
Arsonist
1
🍁
I've only had to do this one, very shitty company. It was all a seamless portal where the agreement was sent for immediate signature, and next page was payment that we inputted on the same call as the demo.

If you didn't close at the end of the demo, 99% of deals would never close - definitely the hallmark of a quality product/service!!
TennisandSales
Politicker
0
Head Of Sales
i feel bad for anyone who has to do finances job.

i had to do this before too at a smaller martech company and it sucked. I always felt like my sale was going to get hijaked at any moment.

when you say "they" do you mean the new customer? because if so I would do what is easiest for them. but just be really annoying with the follow up until they pay
Gasty
Notable Contributor
0
War Room Community Manager
Docusign would be mad to hear this, lol
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