QuoteWerks Support Portal

I have a request on a future update.  I am in the HVAC industry and we have wide range of financing available.  We do everything from No Payments/No Interest, Equal Payments/No Interest, Fixed APR Financing and all with variable terms and lengths.  We don't do leasing.  I would love to see the leasing/financing area enhanced to cover not just leasing, but financing options.  We have modified the leasing area to sort of work towards our purposes, but it does not work very well and confuses customers.  We sell a lot of jobs with financing so this is a big deal.  Additionally, the ability to place a custom link into the QuoteWerks/QuoteValet settings to allow the customer to do the online financing application if they select a financing option during checkout would be great.

1.  It doesn't show the deposit requirement like the other payment options do. 

2.  I had to manually change the word lease to financing throughout

3.  The payments are not calculating 100% accurately as the formula in the lease rate card is limited

4.  Under the lease payment calculator in QuoteWerks desktop, the descriptions are all cutoff and don't show the whole description (which is confusing to my newer sales people) it would be nice to just have separate options listed for each of the different financing options instead of broken down and cutoff like it is - see attached screenshot

5.  Also, would be nice to see the credit card and cash/check options separate from the financing options, possibly a different heading.

6.  Would be nice to be able to apply a discount/charge for financing options as well like we are able to do for cash/check and/or credit card payments options

I think I follow, so we're saying that simply adding the deposit amount to all the leasing/financing options wouldn't be appropriate.

Yeah, this is all for QW development here.

We don't typically require a down payment for financing, but the fact that there is a down payment listed for cash/check and credit card makes my customers think that they have to make that payment first and then finance the rest.  Sometimes we do have a down payment required based on their credit.  If this makes sense?

Yes, all the points you raise are sensible.

Is the downpayment the deposit amount (9953.13) in your example above, related to all payment types?

Plus fixing the descriptions that are all cutoff in the available lease options shouldn't be too difficult I would think.

I was hoping this could be part of a future update.  At minimum, if we could have the down payment requirement show that would help a lot.

Ah, gotcha!

Yup, this goes beyond what we're able to do with either QW/QV.

I'm going to have to back out of this one Derrick :(

Hi Derrick, the screenshot showing the different options - is this what you have today?

I guess my initial uncertainty is what is 'wrong' with what it's showing?

What is unclear? What should it show instead?

We updated the Acceptance Confirmation to look like this as well.  It would be nice for that button to not pop up at all if they don't select a financing option.

Thank you so much, That's a great last name you have there by the way.

Thanks for the detail, most helpful indeed.

I'll review in more detail and create a mockup of what I understand the requirement to be and you can tell me what I've misunderstood :)

I'll try and get that done later today.

Customers are also confused, when they see the payment options above, they think that they have to do a down payment for the financing (because of the down payment requirement for the cash/check or credit card option) which is not always the case, often we don't require a down payment for financing.  We would want the financing to show whether or not a down payment was required.