Sales Builder Pro Release 9 (beta) was released for iPad users on June 20, 2022. The Android release is scheduled for October 2022.
This 14-minute video demonstrates what's new in the app and how to manage the new features in the Management Portal.
- App Option Tab (20s)
- Management Portal Financing - Set Recommend and Compare Payment Options (1 m)
- New Notes Tab - (3m 30s)
- Simplified Signature Tab - (5m)
- Custom Settings - (6m 24s)
- Proposal PDF - (11m 29s)
Drag and Drop to reorder Finance Program Sort Order
"Pencil edit" to Edit the Financing Option
Program Name: Only displays in the app
Payment Label: Displays in the app and on the Proposal
Term: Enter the months of the term to calculate equal monthly payments.
Payment Factor: Enter the Payment Factor if the monthly payment is a percentage of the balance due. The payment factor will be used if the field is filled.
Dealer Fee: Enter the % the price will be boosted when the program is selected
Adjust Price for Down Payment: Check this box to deduct the down payment from the balance before calculating the dealer fee boost.
Other Fees: Enter any fees that are associated with this program. For example, processing or application fees. *New in SBP Version 9
Select Default: Check this box, if you want the program to be autoselected as a recommended program. *New in SBP Version 9
Compare Default: Check this box, if you want this program to autoselect as a "Compare" program in the app *New in SBP Version 9
Limited Compare: Check this box, if you have payment options that should not be compared on the same option.
For example, if you have several 0% interest programs with different dealer fees, you would not want the programs to display on the same option. *New in SBP Version 9
Lease Program: Check this box if you are using a lease program, the total price will not display on the proposal.*New in SBP Version 9