All New Option Tab

Sales Builder Pro Release 9 was released for iPad users on June 20, 2022, and for Android Users on October 10, 2022. 

Recommend and Compare Payment Types

• Select one payment for the option
• Compare multiple types of payment
• Support for Payment Only Lease Programs
• Admin Sets sort order, recommended and compare plan defaults
• Admin Sets finance program disclaimer

What's Changed?
Legacy iPad (Version 8.3) Android functionality until September 2022

Click on the links below to learn more:

• Company Defaults – Company Admin can set for all users
  • Manage Custom Settings - Company Option Defaults
  • Financing Programs, Select and Compare Defaults
• Comfort Consultant - Compare and Recommend Financing Programs
• What's Inside Sales Builder Pro Version 9?
  • All New Notes Tab
  • All New Signature Tab
  • All New Proposal Layout
  • New User Settings
  • New Admin Tools
  • Deal Manager Updated to Allow Payment Selection
  • Not Ready to Customize?

• Live Training Sessions are offered weekly. Visit our Training Page to register for a session.

  Sales Builder Pro Training Information

All New Notes Tab