You can get customers to apply for financing directly from the emailed proposal.
How does it work?
Choose a Financing Plan when Building a Proposal
When building a proposal, work your way to the Summary tab:
2. At the bottom of the page, select the financing plan you would like to offer on that specific proposal option:
You will see the monthly payments automatically calculated once the plan is selected:
3. Once you have finished building the proposal and you have selected your financing options, be sure to click Present!
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