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Quote

Instant, accurate quotes
embedded into the sales journey

Speed is everything when customers are ready to make a decision. With Quote, finance options are calculated in real time, giving you lender-backed figures on the spot.

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The challenge

The hidden costs of manual quoting

Complex terms

Commercial deals can be hard to manage, with shifting rates, subsidies, and eligibility criteria.

Delayed responses

Quotes don’t appear where the customer transacts—often creating frustrating delays.

Time wasted

Manual quoting and disjointed systems slow everything down, burdening sales and finance teams with re-entering data and leading to lost deals.

The solution

Real-time quotes, no friction

Dynamic quotes instantly

Give your customers what they want most: a speedy sale. With Quote, you can generate accurate, lender-backed finance quotes in real time. No waiting, no manual lookups, no back-and-forth.

Handles complexity behind the scenes

Finance deals are rarely simple. Quote automatically manages distributor and lender logic, variable terms, and complex deal structures, so your team can focus on selling, not spreadsheets.

Quotes embedded where your customers are

Whether it’s in your sales portal, checkout, or sales team workflow, Quote appears exactly where and when your customers need it, keeping deals moving forward.

KEY FEATURES

Powerful tools for more sales and fewer errors

Dynamic quoting engine

Generate accurate, real-time quotes pulled directly from lender data and pre-set rules.

Built-in custom commercial logic

Handle complex deal structures automatically, without manual intervention.

Embedded experiences

Place quoting directly into your digital touch points for seamless workflows.

Quote management dashboard

Track versions, view history, and manage updates in one place for total visibility.

THE BENEFITS

Move faster, sell smarter

Accelerate deal flow. Provide instant quotes so customers can move forward without waiting.
Reduce costly errors. Built-in logic ensures every quote is accurate and consistent with lender rules.
Meet customers where they are. Embed quotes into the natural points of decision-making to boost engagement and reduce time to sale.
Increase conversions. Faster, more accurate quoting means fewer abandoned applications and more approvals.
Person placing a glass of water on a desk with two laptops and sticky notes, illustrating a collaborative workspace environment relevant to asset finance discussions.
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