Create and manage receipts and sales quotes with customizable templates. Save documents and organize customer and product data. Add company logo to documents. Share receipts and quotes instantly via email or messaging.
Calculate premiums, input details, get quotes, send
Manage policies through a personalized dashboard. Input product details and optional coverage to receive instant quotes. Send claim notifications directly from the . Set reminders for policy renewals. View policy details and manage coverage options.
Manage sales processes with dealer-defined steps. Track customer interactions and update records in real time. Access product information and sales tools during showroom visits. Send and receive communications directly from the .
Sales staff can offer and price device financing directly in the customer's office. Instant pricing quotes are provided. Approvals can be completed in 30 seconds or up to 24 hours. Automated documentation is delivered.
Create sales quotes and track client interactions. Manage sales pipelines and set reminders. Upload custom logos and use professional templates. Access Insights for data and analytics. Generate invoices and track payments.
Create professional , invoices, and receipts with custom branding and company logo. Build documents quickly using an intuitive builder. Add virtual signature pads for e-signing . Receive automatic notifications for updates and approvals.
Enter customer orders quickly using the . Exchange messages between the office and DSRs. Define customer guides. View the full product catalog. Check open orders for customers. Access real-time product and data.
The app provides selected financing tools for users. It allows users to calculate payment ranges, estimate tax savings, create and email quotes, and track past quotes.