Plan/Package: Requires the CRM add-on. Quotes live within Deals, which aren't included with limited customer management.

Role & Permissions: Salespeople can create quotes for their own customers. Sales Managers and Admins can create quotes for any customer. Inventory Manager and Analytics users can't see quotes.

The customer record should already exist.

Go to Customers, search or scroll to find the customer, and click the row in the datatable to open the customer record.

Click the Deals tab to access existing deals and open the one you'd like to write a quote in, or start a new deal: click the down arrow on the Add entry menu and select Create new deal, or click New deal on the Deals tab.

For a new deal, the New deal popup opens. Optionally enter a deal name, check that the customer is correct, and click Create deal. The deal screen opens.

Click the green New quote button at the top right to open the quote builder. A quote number is assigned automatically, but you can click it and rename it to anything you'd like — for example, "Cash" or "Finance" if you're presenting two versions of the quote.

Check the vehicles panel. Any vehicles of interest already associated with the customer's record appear here automatically. If there aren't any, you'll see an empty panel.

Add vehicles one of two ways:

To remove a vehicle from the quote, click the three-dot menu next to that line item and select Remove.

Click a vehicle's row to open its quote details panel, then set the End user and Delivery location. The end user is the contact for that vehicle, which helps when vehicles go to different locations. The delivery location is where the vehicle will be registered, and it's used to calculate tax, title, and license (see Good to Know). Choose one of the customer's locations, or click Add location to add a new one with a name, address, and any contacts or phone number.

Choose the deal Type: it defaults to cash, but can be changed to finance or lease. Finance lets you set the term in months, the APR, and an optional down payment. Lease lets you set the term in months, a money factor, and a cash payment.

Review the pricing panel. For inventory vehicles, the pricing line items from the listing fill in automatically, including the final price shown on your vehicle detail page. You can change any of these at any time.

Add any discount as a dollar amount or a percentage — the system calculates the equivalent value in the other format automatically.

Add an upfit (a description and its cost to the customer) if the vehicle isn't already merchandised with one; if it is, upfit details pull in automatically.

Add add-ons from your dealership's pick list. Each shows your dealer cost, which can't be edited and never appears on the quote your customer receives, and a dealer price, which defaults from your settings and can be overridden.

Add a trade-in, if applicable, as a net dollar value — the trade value minus any payoff — and the system subtracts it from the total. For example, if you're giving $15,000 for a trade and the customer owes $20,000 on it, enter -5,000. This is a manual field; there's no VIN decode or appraisal-tool integration. Add as many trade-ins as the deal needs.

Add rebates — these pull in automatically if configured in the WTS Portal, or can be entered manually. Manufacturer dealer cash tied to a specific VIN or fleet number (for example, Ford's non-customer-facing dealer cash) isn't auto-populated — look it up and enter it manually.

Below the subtotal, add any F&I (finance and insurance) products from your dealership's pick list. To add one that isn't in the list, click Search products, then Create F&I, and enter at least the product name and dealer price; dealer cost, deductible, term limit, and mileage limit are optional. As with add-ons, you can save it to your list for future quotes or add it to this quote only.

Review taxes and fees. These fill in from your dealership's Desking settings, along with tax, title, and license for the vehicle's delivery location. Click into a description, percentage, or dollar amount to edit it, and add a new tax or fee (for example, transportation costs) if you need one. Whether you can remove a default tax or fee depends on how it's set up in your settings.

When you've finished a vehicle, click the up arrow at the top of its panel to collapse it, then click the next vehicle and repeat.

Review the summary on the right. The unit count and totals update as you add vehicles and line items.

Set how long the quote's pricing is good for with the Pricing valid through date. It fills in from your dealership's Desking settings, and you can choose a custom date instead. Once the date passes, your customer can no longer accept the quote. The date shows on the quote, the deal details, the preview, and the PDF.

Click Preview quote at the top right to see the quote exactly as your customer will. From there, you can download a PDF, click Done to return to the deal, or click Send email to send the quote (see How to Send a Quote and See When It's Viewed).

There's no Save button on the quote. Each field saves when you click out of it, and the deal summary refreshes at that point. If a number you just typed isn't showing in the summary, click out of the field.

Tax, title, and license are calculated from each vehicle's delivery location. When you set the location, its ZIP code is used to look up the tax jurisdiction: if one matches, it's applied automatically, and if several match, you'll be asked to choose. If more details are needed to finish the calculation, the quote asks for just those fields and marks them pending until they're filled in. You can refresh the calculation for one vehicle or for the whole quote.

Vehicles added by specific stock number or VIN are limited to a quantity of 1, since only one of that exact unit exists. Vehicles added by year/make/model support a quantity greater than 1, so you can quote multiple identical units on one line. Enter the price per truck — the summary multiplies it by the quantity for you.

There's no limit to how many vehicles you can add to a single quote, and no limit on how many quotes a single deal can hold — a large, multi-vehicle order doesn't require creating separate deals or separate customer records to manage.

Quotes need a specific vehicle or a year, make, and model. To note a general need without a specific vehicle (for example, "needs six cab chassis"), add it to the customer's vehicles of interest instead (see How to Track a Customer's Vehicles of Interest).

Click Expand All to open every section of the pricing panel at once, or Hide All to collapse them.

The deal screen shows the full history of every quote version sent on that deal, with the date each was sent.

Trade-ins have to be entered inside a specific quote — there's no standalone trade-in appraisal form that isn't tied to a deal.

What "desking" means here: once a quote is finalized with the customer, it moves into desking — the process of preparing that deal to be sent to your DMS or finance provider for final paperwork and signatures. A sent or agreed-upon quote reflects what you and the customer discussed, but it isn't the finance system — final numbers (like an approved APR) are set by the DMS/finance process and can differ slightly from the quote until that's reconciled back.