CloudLink Ideas Portal

One page quote for new or used machine | "simple" quote format for quick and concise quoting.

A lot of our reps have requested a "simple" quote format that would basically include a simple description of the machine they're being quoted with Year, Make, Model, Serial, ID# etc. with Price and Finance terms to fit on a single page document. Thus skipping the majority of "fluff" on Page 1 all of the "middle pages" with machine specs and description and cut to "business end" of the quote that presents Price, Term, Payment, etc. Are any other dealers doing a "single page" format? Idea would include that a rep could select "simple quote" checkbox to get a single page format. Thanks.

  • Ryan Stevenson
  • Nov 3 2020
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