Leasing & Financing
Add Leasing and Financing Directly to Your Quotes
Leasing and financing often slow down deals when handled outside the quoting process. QuoteWerks Web brings lease quoting, equipment financing, and monthly payment options directly into your sales workflow.
QuoteWerks Web is a CPQ solution that enables lease quoting and financing options inside your quotes. Your team can generate consistent payment options, present them clearly, and move deals forward without switching tools or relying on manual calculations.
Create lease options, monthly payments, and financing choices without leaving your quoting process
Leasing Configuration
Control Lease Calculations with Centralized Rate Cards
Create consistent leasing options while supporting multiple terms and structures
Leasing should not require spreadsheets or manual calculations. QuoteWerks Web centralizes lease rate management and allows your team to generate accurate payment options directly within the quoting process.
You can define and maintain rate cards that reflect your financing structure. These rate cards are applied across different lease scenarios, including term length, purchase options, and advance payments.
QuoteWerks combines centralized rate management with structured lease options. This keeps calculations consistent while giving customers clear choices that fit their budget.
Sales reps can present multiple lease scenarios side by side, helping customers choose the option that works best for them.
Centralized Rate Cards
Multiple Lease Terms
Flexible Purchase Options
Advance Payment Options
Leasing Integrations
Connect to Your Financing Provider or Use Your Own Structure
Support third-party leasing partners or manage financing internally
QuoteWerks is designed to work with your financing model. You can use your own lease structures, work with third-party leasing providers, or manage financing internally.
This flexibility allows you to align leasing with your existing business processes instead of forcing your team into a rigid system. Whether you rely on a financing partner or handle leasing directly, QuoteWerks keeps everything inside the quoting workflow.
This keeps your sales process simple while ensuring financing options are consistent and aligned with how your business operates.
Work with Any Leasing Model
Provider Flexibility
No External Tools Required
Consistent Deal Structure
Real-Time Lease Calculations
Submit Credit Applications
Track Approval Status
Automatic Resubmission Prompts
GreatAmerica Integration
Automate Leasing and Credit Workflows with GreatAmerica
Generate payments, submit credit applications, and track approvals inside your quote
QuoteWerks Web integrates with GreatAmerica Financial Services to support real-time leasing calculations and credit application workflows directly within the quoting process.
Sales reps can generate lease payment options, submit credit applications, and check approval status without leaving QuoteWerks. This removes the need for separate systems and reduces delays between quoting and financing approval.
As deals evolve, QuoteWerks keeps financing aligned with the latest quote values. If the quote amount increases beyond the previously submitted credit request, your team is prompted to resubmit the application to maintain accurate approvals.
Real-time leasing integration with GreatAmerica is available in the Pinnacle edition of QuoteWerks Web for teams that require live financing data and integrated credit workflows.
This reduces delays between quoting and approval and helps deals move forward without waiting on external financing steps.
QuoteValet Experience
Let Customers Choose How They Want to Pay
Present leasing and purchase options in a single interactive quote
QuoteWerks Web presents leasing and payment options inside QuoteValet, allowing customers to choose how they want to move forward.
Instead of sending multiple revisions, sales reps can include lease options alongside full purchase pricing in a single quote. Customers can compare monthly payments, terms, and purchase options, then select the option that fits their budget.
If enabled, customers can choose between leasing scenarios or alternative payment methods such as credit card. This removes back-and-forth and simplifies the decision process.
This helps your team close deals faster by removing friction at the point where customers make their final decision.
Customer-Selectable Options
Side-by-Side Comparisons
Multiple Payment Methods
Faster Deal Decisions
Integration Details
How Leasing Works in QuoteWerks Web
Lease payments are calculated using rate cards that define your financing structure. These rate cards standardize how monthly payments are generated while supporting different lease terms, purchase options, and payment structures. This ensures every quote uses consistent and accurate financing logic.
Yes. QuoteWerks Web is designed to support a wide range of financing models. You can use your existing leasing provider, manage financing internally, or connect to integrated partners for real-time workflows. This allows you to align QuoteWerks with how your business already handles leasing.
If you are using an integrated financing provider and the quote amount increases beyond the previously submitted credit request, QuoteWerks will prompt you to resubmit the application. This keeps financing approvals aligned with the current deal.
QuoteWerks Web integrates with GreatAmerica Financial Services to streamline both lease payment generation and the credit approval process directly within your quoting workflow. Instead of calculating payments separately or working across multiple systems, sales reps can generate accurate lease options and submit credit applications from inside the quote.
When a quote is ready, a credit application can be sent to GreatAmerica without re-entering customer or deal information. This reduces duplication, improves accuracy, and speeds up the overall process. Once submitted, your team can check the status of the application in real time, keeping visibility into approvals without leaving QuoteWerks.
As the deal changes, QuoteWerks helps maintain alignment between the quote and the financing request. If the quote amount increases beyond what was originally submitted for approval, the system prompts your team to resubmit the credit application. This ensures that financing approvals remain accurate and reflect the most current version of the deal.
This integration is designed to reduce delays between quoting and financing approval, helping sales teams move deals forward without waiting on manual processes or disconnected workflows. Real-time leasing and credit functionality with GreatAmerica is available in the Pinnacle edition of QuoteWerks Web.
Leasing & Financing FAQ
Common Questions About Leasing in QuoteWerks Web
Leasing shifts the conversation from total cost to monthly affordability. Customers can evaluate purchases based on manageable payments instead of a large upfront investment. Including leasing options directly in the quote helps customers make faster and more confident decisions.
No. QuoteWerks Web works alongside financing providers. It enables you to generate and present financing options within your quoting process, but the actual financing agreement is still handled by your leasing partner or internal financing structure.
Yes. When enabled, customers can choose between leasing options and purchase methods directly within the QuoteValet proposal that you enable. This allows them to select the option that best fits their needs without requiring a revised quote, reducing delays and keeping deals moving forward.
Leasing can improve close rates and shorten sales cycles by making pricing more accessible. Customers are often more willing to commit to a monthly payment than a large upfront cost. By including leasing directly in the quote, your team can reduce friction and help deals close faster.
Yes. QuoteWerks Web integrates with GreatAmerica Financial Services to support equipment financing directly within the quoting process. This allows your team to generate lease payment options, present financing alongside product pricing, and manage credit application workflows without leaving QuoteWerks.
By bringing equipment financing into the quote, sales reps can position monthly payments as part of the buying conversation instead of treating financing as a separate step. Customers can review leasing options alongside standard purchase pricing, making it easier to evaluate affordability and move forward.
The integration also supports submitting credit applications and tracking approval status, which helps reduce delays and keeps financing aligned with the deal as it progresses. This is especially valuable for businesses that regularly sell hardware, bundled solutions, or higher-ticket items where financing plays a key role in closing deals.
Real-time equipment financing functionality with GreatAmerica is available in the Pinnacle edition of QuoteWerks Web.