Payment
Planet
Collect payment when the proposal is accepted, all in one streamlined flow.
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Overview
How it works
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.
Configuration
Contact your Customer Success Manager in order to connect Proposales with your Planet merchant ID.
Request more information about this connectivity
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