New: combined handouts in one template.

Customer Only | April 3, 2018


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Quote now makes it even easier to pinpoint and sell to your customers. Our new combined Quote handout intuitively calculates if a customer is a conquest (service-only) or non-conquest lead. It then automatically generates the appropriate type of handout, eliminating the need for manual handout-type selection as well as the need for multiple handouts.

For every customer, the combined handout template uses customer finance data to determine which type of handout to generate. Handout design will differ slightly for conquest and non-conquest customers.

Users can select the “Print Handout” button to print the worksheet and work the lead. Armed with the appropriate customer information, a salesperson can then determine how to approach and pitch them most effectively. To find out more about the new combined handouts, please contact your Performance Manager.

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