The process of completing a quote depends on how you started your quote.
In this article, we'll go through
Quotes started via calculator icon/'Create Quote'
Starting a quote by clicking 'Create Quote' takes you to the ‘Create Proposal Options’ page.
1) Select the customer type (e.g. private individual) and the vehicle type (car, bike or LCV), then click 'Continue'.
2) Arriving at the ‘Quoting’ page, click on 'NO VEHICLE- Please select a vehicle'.
3) A pop-up screen appears with several ways to pick a vehicle, such as VIN, VRM or even a manufacturer’s logo.
4) To the left of the page, enter your customer’s choice of finance and other information concerning vehicle payment.
5) Enter details such as the ‘On the Road + VAPs’ information, ‘Cash Deposit’, 'term', etc.
6) Click 'Continue' if your customer wants to go straight to the Finance Application. Click here to learn about the Finance Application.
If your customer wants to pause the process, click on the 'Save' button. This saved quote becomes a lead. Click here to learn about Leads.
Important: When editing the form, always click on the calculator icon to update calculations (see image below). This ensures that the calculations are updated.
For example, if you've changed the dealer deposit contribution from 1.2% to 5%, click on the calculator icon to ensure the correct calculations occur.
Quotes started via the vehicle section
If you begin your quote from the vehicle section, your chosen vehicle automatically appears on the 'Quoting' page.
This process goes as follows:
As your vehicle has already been chosen, go to the left side of the page to select the finance product and payment terms.
Up next, 11. Proposals.
Comments
1 comment
Hi Georgiana Fitzjohn, these are great guides. But could we please include a paragraph around New Car quotes. For New Car Quarter offers these are generally limited to certain models and derivatives. The screenshot in section 3 needs to be updated to show the new "Current Vehicles" calendar icon.
This will then only show the vehicles in this quarters New Car national offers and helps stop issues occurring where the wrong finance packages will be displayed such as second string on models.
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