From quote to invoice, with the finance partner's calculator built in

The finance partner's calculator, inside the management system

The finance quote tool calculates just like the partner bank's portal, with the current rate tables updated centrally by the platform: finance and leasing, monthly payment, nominal rate and APR, arrangement fees and the dealer's commission.

• Trade-in and deposit calculated together as the down payment
• Entering the customer's maximum monthly payment highlights the affordable options and the most advantageous one
• Insurance policies with a description of what they cover and a premium calculated on the province of residence
• Rules already applied for the customer's age and the car's age and value
• Commission visible only to those who manage the accounts, never to the customer

Quotes, contracts and finance applications

Quotes and contracts in PDF with trade-in, payment plan and company stamp, sent to the customer in one click. The finance application is prepared from the customer's documents: the platform reads the ID document, health insurance card and proof of income and fills in the data, leaving to be entered by hand only the information that is not in the documents.

Invoices, registers and the accountant

The XML e-invoice is generated from the contract, with checks before it is sent. The sales and purchase VAT registers and the package for the accountant are ready at the end of the period.

• Stock in/out register and police register
• Consignment sales with the art. 120 register and mandate
• Supplier payments with due dates
• Inventory value and margin on every car