When creating a proposal, sales reps have the option to add a down payment amount before proceeding with financing. Follow the steps below to add a down payment to a proposal.
Step 1: From your proposal, scroll down to the “Financing” section.
Step 2: Select the payment type (percentage or flat), enter the down payment value and select the payment method (credit/debit card, cash, check, REF or HDM capital). Click “Update” to save.
Note: HDM Capital payment method will only be available if it is enabled by the organization admin.
Step 3: The down payment will be added to the pricing summary of the proposal.
