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CPQ Proposal Template
Custom financing configuration
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Release Notes
Developer Portal
Zuper for Roofing
Overview
Create Your First Inspection Job
Create a Proposal for the Inspection Job
Create Your Material Request
Create Your Installation Job
Job Costing
Using Trade Types for Multi-Trade Roofing Businesses
Update Service Tasks
Create Your Invoice
Proposal Template
Standard Proposal Template
CPQ Proposal Template
Overview
How Zuper CPQ Works
Proposal Template with CPQ
Using Conditional Rules
Formula Library
Custom financing configuration
CPQ Proposal Template
Custom financing configuration
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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.
Formula Library
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