QuoteWerks Leasing Integrations
Built-in lease payment calculation support, including a leasing integration with GreatAmerica Financial Services and Ingram Micro Flexible Payment Solutions.
Leasing Overview
QuoteWerks has built-in lease payment calculation support. You can very easily offer your customer the option to purchase or lease the quote. QuoteWerks makes it effortless to give the customer multiple lease choices such as 12 months, 36 months, FMV purchase, $1 buyout, 0/1 upfront payment, etc. As the quote total changes, the lease payments automatically re-calculate!
All leasing companies are supported, simply enter your leasing companies lease rate factor data into QuoteWerks.
QuoteWerks Leasing Integration and QuoteValet
When the quote or proposal is delivered using QuoteValet, as the customer changes options, the lease payments are automatically re-calculated to reflect the new quote total. The customer can choose to purchase the quote outright or can choose a leasing option.
Real-time with GreatAmerica Financial Services
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Webinar: An Affordable Option to Close More DealsIn this webinar, we discuss offering Affordable Options to your customers to close more deals with QuoteWerks and GreatAmerica. We provide a live demo of how leasing works in QuoteWerks Desktop and QuoteWerks Web along with QuoteValet. -
Webinar: 5 Ways to Update Your Proposals to Close More BusinessWatch this webinar to see how you can use QuoteWerks to simplify your quotes by offering lease payment options to your customer. GreatAmerica discusses the benefits of leasing and we demonstrate how to offer these options seamlessly and easily in QuoteWerks -
Webinar: Create As-A-Service Quotes with QuoteWerks and GreatAmericaDuring this webinar we discuss the changing landscape of displaying quotes and proposals as a single monthly payment to simplify the sales process for the customer. This webinar will demonstrate exactly how this can be done in QuoteWerks utilizing our leasing functionality.
QuoteWerks supports a real-time leasing integration with GreatAmerica Financial Services. Offer technology financing options to your customers via GreatAmerica without leaving QuoteWerks!
When you select your GreatAmerica lease card, the real-time query to GreatAmerica will enable you to see all the lease options available from GreatAmerica such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and GreatAmerica provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer.
Submit Credit Application
QuoteWerks automates the process of submitting the credit application to GreatAmerica. This can be initiated before or after quoting leasing as an option to your customer. You can submit a new credit application to GreatAmerica and check on the status of the application from within QuoteWerks. When you check on the status of the application, if the quote amount has increased above the last requested credit application amount, you will be prompted to resubmit and update the credit application.
The QuoteWerks Real-time Module is required for the GreatAmerica integration.
Real-time with Ingram Micro Flexible Payment Solutions
QuoteWerks has partnered with Ingram Micro Financial Solutions and supports real-time leasing integration with Ingram Micro Flexible Payment Solutions (formerly Ingram Micro Lease-IT!).
When you select your Ingram Micro Flexible Payment Solutions lease card, the real-time query to Ingram Micro Flexible Payment Solutions will enable you to see all the lease options available from Ingram Micro Flexible Payment Solutions such as terms, advance payments, points, and purchase options. Just select the combinations of options you would like to see and Ingram Micro Flexible Payment Solutions provides all the iterations of those combinations. Once you've had a chance to see them, you can choose which ones you would like to offer to your customer. The QuoteWerks integration also has the ability to submit a credit application. The QuoteWerks Real-time Module is required for the Ingram Micro Flexible Payment Solutions integration.
Sample Lease Rate Card
QuoteWerks enables you to create, edit, and maintain your own Lease Rate Cards. If you do not have a Lease Rate Card in your ..\QuoteWerks\LeaseRateCards folder, you can save this file (SampleLeaseRateCards.xml) to that folder location.
The QuoteWerks Online Help Documentation has additional information about using, adding and editing Lease Rate Cards.
Leasing Templates
If you are upgrading QuoteWerks from a version earlier than Version 5.0, you will need to download these templates which have the changes in them to display the leasing and payment options. You can then apply your changes to these layouts or you can see what changes are in these layouts and copy those changes to your existing layouts. These layouts are the default layouts that are installed with a fresh installation of QuoteWerks version 5.0.