Skip to main content

How To Change A Proposal From "Lease" To "Cash"

Zaid Akel avatar
Written by Zaid Akel
Updated over a year ago

At any point when building your proposal, you can toggle between purchase types. There are two ways to make the change from "Lease" to "Cash." Here's how:

Via The Requirements Page

  1. On the left navigation within your Proposal view, locate the Deal Requirements > Requirements page.

  2. Once on the page, locate the "Purchase Type" field and select "Cash" from the dropdown menu.

Via The Payment Widget

  1. On the proposal pricing widgets, locate the widget that includes the words "Lease Payment"

  2. Click the "switch" button next to the title

  3. Click "proceed" to switch to a "Cash" purchase type

Did this answer your question?