Manage Margins
A clear structure and checklist ensures you quotes are consistent.
Simplify Data Entry
Import data automatically and avoid error-prone manual data entry.
Accelerate Deals
A streamlined quoting experience helps you make deals faster.
Margin Worksheet Features
IntelliDealer™ Integration
It’s simple to turn approved quotes into invoices with automatic importation of customer and equipment data.
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
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
Define margin worksheets by equipment type or class (whether new or used).
Cost Calculator
Quickly identify any additional costs to your dealership when you complete the deal, and easily budget for those costs.
User Permission Levels
It’s simple to assign authority to approve or deny deals, or set permission levels.
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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