Margin Worksheet

Simplify your equipment quoting process and protect your profitability with a customizable worksheet for managing and approving quotes.  

Margin Worksheet
Protect Margins
Protect Margins
A robust framework gives you better tools to ensure quotes are profitable.
Automate Data Imports
Automate Data Imports
Avoid data entry errors when collecting customer and equipment information.
Increase Satisfaction
Increase Satisfaction
Customers don’t want to be held up when making a deal. Ensure a seamless experience.
Margin Worksheet Features
Help protect your margin with a comprehensive method for deal reviews, from quote calculation to customer presentation.
IntelliDealer™ Integration
IntelliDealer™ Integration
Vital customer and equipment data are automatically imported, making it easy for your accounting staff to convert an approved quote into an invoice.
Comprehensive Prep
Comprehensive Prep
Each worksheet is prepared with the selling price, equipment description, serial number, manufacturer discounts, trade-ins, additional costs, and reserves, before being presented for approval.
Easy Modification
Easy Modification
If the required margin is not met through the presented quote, management can revise, deny, or send the worksheet to higher levels for additional review.
Program Criteria Classification
Program Criteria Classification
Each margin program can be defined by either the Type (New or Used) or Class of equipment.
Cost Calculator
Cost Calculator
Easily compute any additional costs your dealership will incur when the deal is processed and specify the amount of money you’ll need to reserve to make the deal happen.
User Permission Levels
User Permission Levels
Control the flow of authority for accepting and denying deals.
Invoicing Integration
Invoicing Integration
Once a quote is accepted into an invoice, the system will automatically create custom accrual accounting entries.

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