Easily add your Wisetack Prequal Link to your proposals, estimates and more to let your customers prequalify for financing on the spot and close more sales, faster.
Close more jobs by integrating your Prequal Link into your customer-facing materials.
To begin, first make sure you can edit the template for your proposal, estimate, quote, and/or invoice in your field service management software tool.
Did you know? Customers who prequalify are 26% more likely to move forward with the job (compared to customers who don’t prequalify). Learn more here.
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If you use any of the following softwares, check out our software-specific guides for how to incorporate your Prequal Link in your workflow. Otherwise, follow the general steps outlined in this article. |
How to add Wisetack to your editable templates:
- In your software management tool, first make sure that you can edit your proposal template (or estimate, quote and/or invoice where applicable).
- Make sure you know your unique Prequal Link. You can find it in the Wisetack merchant portal (Account settings → Merchant information).
- Identify where you want to add your Prequal Link – we recommend adding it near the total amount to help reduce sticker shock.
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Using the text below, add your hyperlinked Prequal Link. Make sure to include our standard disclosure to ensure it’s compliant. This can be included at the bottom of the proposal.
Prequalify for financing without impacting your credit score!* {INSERT PREQUAL LINK}
*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. See https://www.wisetack.com/faqs.
- Upload a preview of your updated document so that we can verify that it meets our compliance requirements.
- Get these materials in front of your customers, then sit back and watch your close rate and ticket sizes increase!
Questions? Contact us!
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