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Zuper allows you to add and manage your own financing plans based on the providers with which your business is registered. Once these plans are configured in Zuper, they can be included in proposal templates, allowing customers to compare upfront payments with available financing options directly during the quoting process. Prerequisite: Ensure that the Financing feature is enabled for your organization. If it is not enabled, contact our support team at [email protected] to have it enabled.

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Adding a Financing Plan

  1. Navigate to the Settings module from the left navigation menu and select Module → Quotes & Invoice → Proposal Templates and Service Packages → Financing Options. Finan 01 Pn
  2. On the Financing Options page, click New Provider. Finan 02 Pn
  3. Enter the provider details, including:
    1. Provider Name
    2. Logo (optional, recommended for branded display)
    3. Plans you are approved to offer through that provider
  4. Add multiple plans per provider by clicking the +Add Plan button.
  5. Click the copy icon to duplicate a plan and make minor changes.
  6. Click the red trash can icon to delete a plan from this provider.
  7. Once your plans are added, click Create. Finan 03 Pn

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Editing and Managing Providers

You can update or manage financing plans at any time by hovering over the plan:
  • Edit – Change provider name, logo, or financing terms.
  • Delete – Remove inactive or expired plans.
    Note: Changes apply only to newly created proposals. Existing proposals will not be updated retroactively.
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Enabling Financing in Proposal Templates

Once financing providers are configured, you can enable financing for individual package options. This allows customers to compare cash and financed payment options directly within the proposal.
  1. Open the Proposal Template you want to edit.
  2. Navigate to Package Configuration.
  3. Select a package options tab, such as Good, Better, or Best.
  4. Scroll to the bottom of the page to locate the Financing section for the selected option.
  5. Toggle Enable Financing to ON.
  6. Click Select Financing to choose which provider and plan to display for this option.
When your team creates a new proposal, these plans appear automatically, allowing customers to compare payment options during the quoting process easily.