Financing Compare Plans and Recommend a Program

• Select the "Compare" Programs you want to display on the Proposal PDF.
• Recommend a program that is the best fit for your customer.
• The Finance Program dealer fee will be applied to the Option equipment, accessories, and add-ons.
• Each option may have a different program selection.

• Recommend and Compare selections autofill and can be changed on the signature tab.

• Customer PDF includes the recommended and the "compare" selections.

Admin Tips to customize the app to best suit your Company's selling process:

• Option Tab defaults for the Financing Program sort order, recommended and comparison are set in the Management Portal Financing Section.
• Signature Tab payment option sort order defaults are set in the Management Portal Custom Settings section.