Pricing, Proposals, and Agreements
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      2. Frequently Asked Questions
      3. Pricing, Proposals, and Agreements

      Why won’t the Finance Options populate on a Proposal?

      Check the state and mins/maxs amount for finance options

      There are two things to check right away when a customer says the finance options aren’t populating.

      1. State filter for finance options
        1. If the “address” is not completely entered on the Information tab for a customer (i.e. missing state), the Finance Options will not populate. Even though customer information may populate from a CRM system integration, it should be reviewed in OCC to ensure the address is complete.
      2. Min/max amounts
        1. If an estimate has an financed amount that inside or outside of the min/max amount in the Finance Options, the finance options will not appear on the Proposal.  If the estimate was $50k and their payment term says only $30k was financed and the finance options were 40K-60K it would still not show up.