Quote revisions are rebuilt from scratch
Vehicle and customer details are re-entered for each change.
Advisor time goes on retyping, not selling
ProductRetail X
Quotes & Contracts
Build the quote, manage approval and acceptance, then carry agreed terms into the order.
Keep vehicle, price, approvals and accepted terms on the same deal so the team spends less time rebuilding documents.
When the agreed quote has to be rebuilt.
Revisions, approvals and acceptance need one clear record.
Advisors work from different prices and discount rules
The source of the price and the approval limit are unclear.
The same customer gets different answers
An exception waits too long for approval
The deal has no visible owner or approval status.
The customer waits for a clear offer
WHAT IT DOES
7 things it does.
Start from a stock or configured vehicle, route discount exceptions for approval, then carry accepted terms into the contract and order.
Guided quote builder with connected pricingBuild from current prices in configured sources and confirm the offer.
Reusable templates per model, job or offerStart from a template instead of a blank page.
Discount rules and approval routingWithin-policy terms can proceed; exceptions reach the authorised approver.
Options, accessories and add-ons in one quoteEverything the customer is buying on one document.
Send, track and accept the quote onlineThe customer can review and accept the offer digitally.
Accepted quote carried into contract and orderAgreed vehicle and terms stay with the deal; signing connects through e-Signature.
Quote versions and approvals kept with the dealReview the terms, changes and approval history together.
Less re-entryCarry vehicle and customer details through each quote revision.
Consistent pricingUse connected prices and send out-of-policy discounts to an approver.
Clear approval historyKeep quote versions, approvals and agreed terms together on the deal.
“Built for a deal that stays agreed.”
SEE IT AT WORK
From offer to accepted terms.
Build and review the deal with the customer.
An advisor starts with a stock vehicle or agreed configuration, adds options and reviews the price. Any discount outside policy goes for approval. The approved quote is sent for customer acceptance; the agreed vehicle and terms then carry into the order, with digital signing handled through connected e-Signature.
- Vehicle, options and price on one quote
- Discount exceptions routed for approval
- Accepted terms carried into the order
HOW IT CONNECTS THE WORKFLOW
From selected vehicle to accepted order.
Carry the agreed quote through to the order.
Start with a vehicle from Vehicle Stock or a build from Car Configurator. Apply connected pricing and discount rules, then keep the customer's accepted terms with the contract and order.
e-Signature handles digital signing when connected. The order and delivery teams receive the agreed vehicle, price and documents as part of the same sales workflow.
- Vehicle Stock or Car Configurator — selected vehicle
- Pricing and approval — agreed terms
- e-Signature and order — accepted deal
