Financing Hyperlink

How to link a financing application or website on a proposal

Ben avatar
Written by Ben
Updated over a week ago

Let your customers easily apply for financing by creating a hyperlink that directs them to your financing portal or website!

This video will walk you through how to create a hyperlink in your financing options:

Step 1: Go to Office >> Settings >> Finance Options

Step 2: Create a new financing plan or edit an existing one.

Step 3: In the Disclosure Text Long box type out the text you want your customers to click on. Example: Click here to apply for financing!

Step 4: Highlight the text.

Step 5: Click on the hyperlink icon, which looks like a paperclip.

Step 6: Fill in the hyperlink box with the link for your financing application or website.

Step 7: Click OK, then SAVE at the bottom of the page

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