OnCall Air

Arrive at Summary tab of the proposal app

- Arrive at Summary tab of the proposal app

Select the Financing Option you would like to apply

- Go down to Select Primary Financing
- Select the Financing Option you would like to apply

<a href="https://help.oncallair.com/en/articles/7988585-offer-multiple-financing-options-on-a-individual-proposal">Offer Multiple Financing Options on a Individual Proposal</a>

Help your team to select the right financing option for the customer

How to Offer Financing on a Proposal

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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How to Offer Financing on a Proposal

How to apply financing to a proposal?