📝 How do I get the Finance Offer option under Additional Documents?

Shabica
Shabica
  • Updated

Question

How do I get the Finance Offer option under Additional Documents?

Answer

If you use the Finance package in Pinewood DMS, you have the option to email or print the finance offers when you complete an offer via Showroom. 

 

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Please note, this option is only available if you are creating the order via Showroom and you have used the finance calculator. 

If this option is not available this will be because finance is not enabled in the Marketing department attached to your Vehicle Management branch. This can be switched on in CRM - Parameters - Finance by ticking the enabled box.