Margin Worksheet

Protect the profitability of your construction equipment dealership with simpler and more accurate quoting process.

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Manage Margins
Manage Margins
A clear structure and checklist ensures you quotes are consistent.
Simplify Data Entry
Simplify Data Entry
Import data automatically and avoid error-prone manual data entry.
Accelerate Deals
Accelerate Deals
A streamlined quoting experience helps you make deals faster.
Margin Worksheet Features
Don’t leave your margins vulnerable to errors and miscalculations. Customizable worksheets for managing and approving quotes are both cost-effective and efficient.
IntelliDealer™ Integration
IntelliDealer™ Integration
It’s simple to turn approved quotes into invoices with automatic importation of customer and equipment data.
Prepared Worksheets
Prepared Worksheets
The system generates worksheets complete with the selling price, equipment description, serial number, manufacturer discounts, trade-ins, additional costs, and reserves, prior to approval submission.
Straightforward Reviews
Straightforward Reviews
If margins are too tight, the quote is uncompetitive, or there’s another issue, management can revise, deny, or send the worksheet for additional review.
Program Criteria Classification
Program Criteria Classification
Define margin worksheets by equipment type or class (whether new or used).
Cost Calculator
Cost Calculator
Quickly identify any additional costs to your dealership when you complete the deal, and easily budget for those costs.
User Permission Levels
User Permission Levels
It’s simple to assign authority to approve or deny deals, or set permission levels.
Invoicing Integration
Invoicing Integration
Once a quote becomes an invoice, the system automatically generates custom accrual accounting entries, saving your accounting staff time.

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