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Activate "Payment" for a proposal or template. Any proposal sent with Payment activated will trigger a payment modal when e-signing the proposal. Only a proposal with a successful payment of the requested amount will be accepted.
The payment data is store and managed in a non-sensitive, tokenized version and minimise the amount of work you need to put into PCI compliance and security. Enjoy full PCI compliance via Planet and rely on a security layer that keeps you safe and your customer data secure.
Contact your Customer Success Manager in order to connect Proposales with your Planet merchant ID.
