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CPQ Proposal Template
Custom financing configuration
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Zuper for Roofing
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Zuper for Roofing
Overview
Create Your First Inspection Job
Create a Proposal for the Inspection Job
Create Your Material Request
Create Your Installation Job
Update Service Tasks
Create Your Invoice
CPQ Proposal Template
Overview
Custom financing configuration
Formula Library
Proposal Template with CPQ
Using Conditional Rules
How Zuper CPQ Works
CPQ Proposal Template
Custom financing configuration
Add your own financing plans! Take any financial provider you are registered with and add your plans to your financing library.
Financing plan options will be included in your proposal, allowing your customer to compare upfront payments with financed payments.
Go to
Settings module
→
Quotes & Invoice
→
Zuper IQ - Intelligent Quoting
→
Financing Options
.
To learn more about the feature in Zuper, refer to the
Financing
guide.
Overview
Formula Library
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