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.
Collecting payment when you close
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