Add ability to define default financing type (Loan/Lease/PPA/Cash)
Default payment option to loan/lease/ppa, anything bud Cash. You should never lead with a price reflecting cash discount. Start high, and let the customer work it lower. Sales 101. Please give me the option to have it default to a payment option and not Cash.
Brian Tilford
shared this idea
Installers can now define the default financing type by editing the OPEN WEBQUOTE ON option on the FINANCIAL OPTIONS page.
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Sean O'Brien
commented
Would like to have an option to set the payment method default to either Cash or Loan. 90% of the time we would set the default to loan assuming our client will be interested in financing, then If they decide they would like to how much they can save by paying cash, they can click on the cash option and see the savings.
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Sean O'Brien
commented
Default to cash
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Greg Minadeo
commented
Proposal Default --Show loan first instead of cash . The loan should be the default loan .
I prefer to start by showing loan first --because now I'm showing a monthly payment --- which is lower than electric bill instead of showing them this huge -- $30k + amount ... the payment makes more favorable first impression.... the payment is lower not as shocking other thing is .. I've had a couple customers confuse cash price with loan price .. with cash there is a discount ... So the customer now asking why price went up with loan .... If showed loan first .. they say higher total price ... but if cash now its viewed as a discount rather than a increase ... --Cash price is discounted from loan price by the way