Adjusting Your Proposals

How to Enter Down Payments

NOTE: This feature must be turned on for your company before it begins appearing on your proposals. If you do not see this feature, please have an admin or owner reach out to customer support.

  1. In the proposal, tap the update button next to the "Down payment" section. 

  2. Enter the amount the customer is going to use for a downpayment.

  3. Press update.


Watch How to Enter Down Payments