ESM - Apply updated Pricing Labels to All Proposals
We’ve added a new setting called “Use Latest Labels in All Proposals?” to give dealers more control over how pricing labels are displayed in ESM proposals. Previously, proposals would continue using the pricing labels that existed when they were originally created, which could lead to inconsistencies when pricing terminology or label formats were updated later. With this new option, dealers can choose whether proposals should continue using their historical labels or automatically adopt the latest pricing labels configured in the system. This provides greater flexibility while helping maintain consistency across proposals based on each company’s preferred approach.
Setting Enabled - Pricing Label changes updates all historial records as well as any new proposals.
Setting Disabled - Pricing Label changes only affect new proposals and onwards.
Locating the New Setting:
Go to Settings
Under ESM Settings, click on General Settings
Scroll down to Financing Price and Cash Price Display Settings
Find “Use Latest Labels in All Proposals?” and toggle between Yes or No
Save
Screenshots
Locating the New Setting
Apply Label on Historical Data
Notes:
No special permission needed to access this but user needs access to ESM Settings in order to update the settings.
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