How to configure One Click Contractor's Enhanced Price Presentation
To enable the new Enhanced Price Presentation: in the Admin view navigate to Financing and Pricing, expand the Price Presentation section, and check Show Price Presentation. This will open up the configuration options:
Note that selections made on this screen will apply to all price presentations for that org.
The configuration selections on this screen will determine what appears on the actual presentation slides:
Titles: The configurable text for Cash, Same as Cash, Payment Range and Down Payment. For example: if an org would rather use “Money down”, they can change the “Down Payment” language here.
Rounding Settings: Configure whether the dollar amounts in the presentation are rounded or not. Note: If rounding is on, user will have the option during the presentation to toggle to exact values if desired.
Allow using Current Promotions: Configure whether the user will have the option to add org-configured discounts ad-hoc as they go through the Price Presentation.
Same as Cash Financing Options: Determines the options displayed on the Same as Cash card. If none are selected, the Same as Cash card will NOT appear in the presentation slides. Note: Cash and Financing cards will ALWAYS appear.
Payment Range Financing Settings: Determines the min and max payment range factors (%s). The range will take the total price after discounts and multiply by these factors to get the range. Example:
$10,000 Total
$1,000 Discount
$9,000 Total (after discounts)
Min = $9,000 * min
Max = $9,000 * max
If min is set to 1 and max set to 2, in this example the range will appear as 90-180.
Slides/Drops Settings: Where the user determines slide titles, which payment terms and discounts should be applied to that slide, and whether or not that slide is currently enabled for sales reps. These settings will apply to all price presentations.
