Creating payment plan templates

Learn how to create and use payment plan templates.

Who can use this feature?
👤 Creation of templates requires Admin or Marketing management roles.
🏁 Available on all plans

Creating a new payment plan template is easy. It allows you to pre-define how you want the payment plan to look like, so your co-workers don't have to create over and over again the same template. Plus, it can help you keep consistency and correct values for your payment plans, avoiding your co-workers getting confused or forgetting something, like the interest rate

Creating a new payment plan template

To create a new payment plan template, follow the steps below

  1. Go to the "Marketing" and then "Template" section;
  2. Click on "Add new" and choose "Payment template";
  3. Fill up the details of your payment plan;
  4. Click on "Save".

Your new payment plan will be available to be used in quotes right away, learn more here.