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Add direct debit option

Feature Request[CMP]_Procurement[CMP]_Quotes

It would be great if an option becomes available where, upon approval, we have an additional field next to the signature field for the bank account number for direct debit authorization. This way, the customer signs for the proposal and also directly for the direct debit authorization.

If this field can be made optional, we would only need to include it for new customers.

Jira: TN-6866

Status: Done2 comments

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Comments2

  • Victor Raessen

    Team•

    Mar 10

    **Victor Raessen** (2024-10-22): "Mandatory Direct Debit to be completed before the proposal can be approved" (suggested by on 2024-06-13), including upvotes (1) and comments (0), was merged into this suggestion.

  • Victor Raessen

    Team•

    Mar 10

    **Rosie Marsh** (2024-06-13): We currently work with GoCardless who setup our Direct Debits with the customers so it would be useful to have a feature that makes it compulsory for all new customers to complete the DD mandate before the proposal can be approved to avoid delays after. I wonder if there could be a link between GoCardless & Salesbuildr to ensure this is done beforehand.