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Using our quote system you can create and email a simple quote in seconds.
These instructions will provide the basics in creating a quote. It is very easy and can take less than a minute.
Getting into the Quote system requires a link that gets you to the security screen. This screen requires both a Username and Password. If you need those contact your commercial manager. Once these have been entered you will see the Add screen.
Once you are signed in the Add screen will appear. To add a quote click the “Add Quote” button. Highlighted by a red arrow in the example to your right.
The “Add Quote” will show you a screen similar to the right. It shows all of the vehicles in your inventory. If there are pictures, you will see s picture of the vehicle. Find the vehicle you want to quote and click its Stock Number. The Stock Number will be shown in a blue font and will appear on the very left side of screen.
Section 1: This section includes information about the Quote, Salesperson and Customer.
Quote Information: The quote’s date, expiration date, and quote number will already be filled in, but can be modified. The only field you may want to enter is the Quote Title.
Salesperson: Much of your information should already be entered.
Customer: Enter what you need in this section.
Section 2: This is the main section of the Quote Form. It is where the discounts and adder values are entered.
At the very top is the starting price. The next line is for a Trade-In, if there is one. The next 10 lines are for Discounts. The following 10 lines are for Adder amounts, The next to last is for Sales Tax, should you want to include that figure. The final line is the final price title line. The actual final price is calculated and can be seen by clicking the “View Final Price” button on this line.
In many cases the only parts of this section that are entered are the Discount and Adder lines. These both work the same way. Each has three fields. The first is titled Discount Title, this is a drop-down of pre-entered Discount Titles. If you select a title from the drop-down it will populate the middle field. If a drop-down option does not reflect the discount type, you can manually enter it in the middle field. entered. The third field is the money, and is entered only as digits, no special characters, no cents.
As mentioned, the Discounts and Adders will create the final price, and that price is calculated by the system.
Click the “View Final Price” to see the final price of the vehicle.
Section3: This section is for Notes and Disclaimer. If Notes are entered they will show up on the quote. The standard Disclaimer will show up, but can be modified.