CloudLink Ideas Portal

Salespeople can now present financing terms on customer quotes

It is common when quoting machines to discuss the total price of a quote including financing programs, rates and terms.

Currently this is all prepared after the quote, and it would speed up the quoting process if we could have this integrated directly into the quote.

Needs:

  • ability to add some additional branch level fees for delivery if needed

  • options for with and without insurance

  • different interest rates and term options from the OEM set by category of equipment

  • ability to configure the rates by category of equipment

  • Adam Kropf
  • Apr 21 2025
  • Needs more votes
  • Attach files


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