New Sales Experience Estimates with Financing Options in "Months"
Currently when inputting a custom financing option from estimate settings, the system will only let me choose years. This is problematic because if I offer 18 month financing, I'd have to input 1.5 years, but the system won't accept decimal points. So having the option of including "months" instead of "years" would be good for offering that kind of financing if decimals cannot be included (18 months instead of 1.5 years)
Dara Janis
shared this idea
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Luis Buitron
commented
It is so old technology for JN. Other CRM's are able to embed the financing into their invoices and estimates seamlessly
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Luis Buitron
commented
Not only that but some wisetack financing plans are offering 0% financing for 3, 6, 12, 18 months. Other financing companies as well like Service Finance. There is no way to use the 0% in the templates or to use less than 1 year.
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Maksim Vlasov
commented
Would allow for greater control
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Samantha Kahn
commented
When using your own financing option be able to select a monthly term instead of only a yearly option. This will help to be able to do an 18 month option instead of just a 24 month option.