Today, when our reps quote both a cash option and a finance option we typically use multiple revisions of the quote to do this since the pricing is different (ie. 0% for 48 vs using RSA for a cash sale). This is most common with BCP but does occur some with GCI as well. In this scenario, the rep is going to present both options to the customer. Today there is no simple way to merge these two options into one quote presentation/document. Today, our reps manually copy and paste from one quote doc to the other or they provide two separate quotes altogether. I would like a way to just merge the last page of the 2nd revision onto the 1st quote. This could just be a checkbox option in the Quote Editor tab.
Tony Lucini
I vote for this one as well.
Our dealership operates in similar fashion. The standard process is laborious, this would definitely save time and think this is a great idea to add a "cash terms" section within the single quote. So customer sees their 0% option and their "Cash" option all in one simple format and quote. There would be multiple ways to do this.
Thank you,
Ryan~
Wheeler Machinery Co.