Leasing enables your customers to spread payments over time, making it easier to close deals and offer financing options directly from your quote. The feature supports both:
Simple configurations: for fixed leasing periods and rates.
Advanced configurations: for flexible, dynamic leasing scenarios based on rules and ranges.
Leasing is currently in early access. Please contact your account manager to enable this feature.
🔧 How to Enable Leasing
Navigate to Admin > Quotes > Leasing
Use toggle Leasing calculation enabled to enable it.
Choose your Layout option:
Simple: for fixed-term leasing
Advanced: for dynamic rate rules
Click Save
🧾 Enabling Leasing on the Quote Level
Even with global leasing enabled, leasing must also be enabled per quote.
To do this:
While editing a quote, click the Add leasing option button to apply the leasing logic to that quote.
This ensures that only selected quotes offer leasing as a payment method.
🏷️ Making Products Eligible for Leasing
Not all products are automatically eligible for leasing. To make a product eligible:
Go to Products
Click Edit on the relevant product
In the Pricing table, enable the “Eligible for leasing” toggle
Only these marked products will be considered in the leasing calculation.
💡 Layout Options
✅ Simple Layout
This layout is ideal when offering a standard an fixed leasing program across quotes. You can:
Define Available Leasing Period (e.g. 24 months)
Set a Fixed Leasing Term (e.g., 24 months)
Add Leasing Costs by clicking Add leasing cost, then specifying:
Value range (From / To)
Leasing period
Annual interest rate (%)
⚙️ Advanced Layout
Use dynamic rules to define leasing logic:
Tiered brackets based on quote value
Different interest rates by range and term
More flexible configuration for varying scenarios
👀 Where it appears in the quote
Once leasing is enabled:
Sales reps will see leasing configuration applied within the quote builder
Eligible products will be used to calculate the lease
The quote will show monthly lease amounts, optionally alongside purchase pricing
Based on configuration, customers can:
See or hide item-level prices
Be restricted to a fixed lease term or choose from available options
View lease totals only, without tax breakdowns
📦 Template Variables for Leasing Quotes
To control how leasing values are presented in quote templates, the following variables are available:
Variable | Description |
| Monthly leasing total excluding tax |
| Monthly leasing total including tax |
| Total monthly amount, combining leasing and all other recurring services |
These variables help ensure that your leasing quotes reflect clear, accurate monthly pricing breakdowns, giving customers the full picture.
📩 Need Help?
If you'd like help enabling leasing or configuring complex rules, chat with us or contact your account manager.