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Add Financing Option To Your Quotes

This guide will show you how to add financing options on the quotes you create and send through ProLine.

Ian Butler avatar
Written by Ian Butler
Updated over 7 months ago

Configure Financing Option

To manage financing options on your quotes:

  • Click the Pencil icon on the quote template you want to update > Financing Offer.

  • Check the Show Financing on Option Pages checkbox.

  • Add the interest rate and term in months to text fields.

  • Add a link to your financing application if you have one.

  • Click Save & Close to apply your settings to the quote template.

Support

If you encounter difficulties or have further questions, contact our support team through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.

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