How to Start a Quote

Introduction: This page walks you through how to start a quote in Deal Desking.  This is the manager’s view of the deal where the user can quickly and easily put together a quote for the customer using the selling price of the vehicle, discounts, trade allowance vehicle cost, rebate, etc.

This page explains how to:

  1. Start the quote from the Deal Desking Splash Page.
  2. Using the Presets.
  3. Set the payment terms, interest rate, and days to first payment.
  4. Roll Payment.
  5. View gross profit in real-time.
  6. Use the Sub-Tabs.

Start the quote from the Deal Desking Splash Page

In the upper left section of the Deal Desking Splash Page, use the Quick Search to load the customer. (Customer needs to be in the CRM).

*The Search By drop down will let you change the type, so that you can search by Last Name.

Then click the “Start Quote” button. This will open the Choose Preset window.

 

Using the Presets

Presets allows you to choose the appropriate deal type template to start you’re quote.  For example, you may have a Used Vehicle, New Vehicle, Wholesale, etc.…

 

Set the payment terms, interest rate, and days to first payment.

For finance deals, the user can set the payment terms, interest rate, and days to first payment.

 

Roll Payment

The roll payment feature quickly gives the customer a list of options for lowering their monthly payments.

View gross profit in real-time

You can view gross profit in real-time, track PAC cost, options cost, trade difference, etc.

Use the Sub-Tabs.

The following sections explain each Sub-Tab within the Quote Tab in more detail:

After Market Sub-Tab:

  • Sell additional coverages, extended service contracts, and insurances to protect the vehicle after the manufacturer’s warranty expires.
  • Put together the premiums for the products and see real-time adjustment of payment amount.

    Other Fees Sub-Tab:

    • Pre-set fee amounts for certain types of deals or adjust fees on the fly.