Previously, we discussed creating a quote in Dashboard. Now, we'll focus on creating a quote from the vehicle section. 

You can create a quote from the vehicle carousel in Dashboard, or by clicking on the vehicle icon on the navigation panel. The convenience of starting a quote this way is that your chosen vehicle is pre-filled on the quoting page. If you'd like to select a different vehicle after starting a quote, click here.

 

The Vehicle Carousel:

You have now reached the 'Quoting' page. You'll notice that your vehicle choice is already on the form. This is because you've started from the vehicle section.

To the left side of the page, there’s a form pertaining to the financial terms/plan the customer would like. For example, clicking on ‘Product’ shows finance options that are available. Fill in the rest of the form and click on 'Continue' to proceed to the Finance Application.

Should your customer not wish to go further at that moment, you can press the ‘Save’ tile. The quote will be saved to ‘Leads’ and can be revisited at any time. Learn more about Leads. 

 

The vehicle icon on the navigation panel

You can also start a quote from the vehicle icon on the navigation panel.

If you begin this way, the first page you're taken to is 'Vehicles' page. Here, you have all your inventory visible and can search using the search bar at the top of the page, and filter by price and manufacturers.

Once you select a vehicle, the process is the same as above. Namely, select your customer and vehicle type. Then on the 'Quoting' page, enter the financial payment/terms your customer would like.

 

Question: I want to select a different vehicle; how do I do that?

Click on the vehicle button. In the pop-up that appears, you can choose a different vehicle.