Can we make a Pact with a fixed investment amount option instead of the default 3 options?
Community Member
4 replies
Community Member
Decile Base AI
Yes! You can do this using the custom PACT link feature:
- Go to Pipelines > Limited Partners > PACT
- Open PACT Settings
- Click "Generate custom PACT link"
- Set the specific amount for that individual LP
This generates a unique link you can send directly to them with the fixed amount reflected.
You can also adjust the standard PACT amount options (Low/Medium/High) in PACT Settings. If you leave all three blank, the form will only allow the LP to enter a specific amount manually.
Let us know if you need any help setting it up!
Community Member
I still could not get this to work.
When I click on generate a unique link, the default option is three levels (low/med/high). There does not appear to be an option to limit the screen to one pre-filled option.
When I leave the 3 items blank, the user experience is odd where there are three options with a "O" value.
See the screenshots attached for reference.
My ideal scenario is the investor only has one option where I have set the amount. Or alternatively only 2 options, one with the set amount and one button with the custom amount.
When I click on generate a unique link, the default option is three levels (low/med/high). There does not appear to be an option to limit the screen to one pre-filled option.
When I leave the 3 items blank, the user experience is odd where there are three options with a "O" value.
See the screenshots attached for reference.
My ideal scenario is the investor only has one option where I have set the amount. Or alternatively only 2 options, one with the set amount and one button with the custom amount.
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