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How To Create A Quick Quote

If you need some "round-about" payment quotes quickly, try using the quick quote feature.

Sean Perez avatar
Written by Sean Perez
Updated over a year ago

This document provides a step-by-step guide for generating a Quick Quote for a customer within the system. The Quick Quote feature allows for the customization of pricing details for accurate and efficient quoting.

1. Begin by having the Customer Card open for the specific customer you intend to create a Quick Quote for.

2. On the Customer Card, scroll down the Icon Tower and identify the Quick Quote button situated on the right side.

3. If a unit has not been attached to the customer, click on the Unit to search for or add a unit to base the quote on (This interface is illustrated here using a 2022 Keystone Cougar as an example.)

4. Each number value on the right side is editable. Modify the number values (Price, fees, trade, deposit, term, APR) according to your preferences to create a precise quote.

5. If the edited numbers align with your satisfaction, click on "Forms" at the bottom of the Quick Quote.

6. To print the Quick Quote, choose either "Cash" or "Loan." and click on the "Print" option located at the bottom right of the screen.

Note: This process streamlines the creation of accurate Quick Quotes for customers, allowing for easy customization of pricing details. Ensure that all edited values align with your preferences before proceeding to the printing stage.
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