1. Click on "Company Settings"
2. Click on "Payments"
3. Down Below, You Will See Acorn Financing. Make Sure It Is Enabled
4. Click on "Proposal Templates"
Now, let's create a Proposal Template with your Acorn Financing option.
5. Click on “New Template” at the Top and Create Your Template
6. Scroll Down to Your Proposal Settings. You Should See Your Acorn Widget
Important Note:
⚠ Acorn Financing only displays for proposals with totals greater than $1,000. Be sure your proposal amount meets this threshold.
7. Add Different Line Items
Make sure your Items added sum up > or =$1,000
8. Select Your Line Item(s)
9. Type in the Pricing and Amount
In this case, we are typing "$1000."
10. Click on "Save"
11. Go Back to Your Proposal Settings
Once your proposal template includes the Acorn widget and meets the amount requirement:
The financing option will be shown clearly to your client and you.
They can select Acorn Financing and follow the process directly from the proposal.
12. Don’t Forget to Enable Your Proposal Template
This is a great way to help your clients say yes without the full upfront cost, increasing your close rate and customer satisfaction.
📂 Once enabled, the Acorn option will be available on all proposals using that template.
Just another way DripJobs helps you work smarter, not harder! 🚀
To learn more about $0 dealer fee financing, click here.
If you have any questions or if you need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.