A customer can qualify for financing directly from the public proposal’s Proposal Details page. Follow the steps below to qualify using this method.
Step 1: Finalize any Partner API or easy mode finance product from SubcontractorHub.
Step 2: Direct the customer to click on the “Qualify” button on the Proposal Details slide.
Step 3: The qualification form will open. Direct the customer to fill out their credit details and submit the form. After successful qualification, the Proposal Details slide will look like this.
