Overview - Transaction Templates
‘Transaction Templates’ are where users can customize financing transactions that show up in Transactions and Financial Inputs of the ‘Edit Proposal’ screen. Our Transactions Template module is dynamic, allowing users to customize every detail and cash flow of a financing transaction, effectively allowing users to model and propose any type of financing transaction imaginable.
When setting up custom Transaction Templates, users can pre-specify values using “Fixed Inputs” or reference “User Inputs,” which will prompt users to specify a certain value on a project level basis when adding a transaction to a proposal.
Note: users should be cautious when making edits to existing Transactions, as changes will impact all Proposals generated in the company account that have referenced that Transaction in a previous Proposal. To be safe, it’s generally better to create new Transaction Templates rather than change/edit any of the pre-loaded default Transactions.