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Quote PDF Changes - YAKTA (W?)

Quote PDF Changes - YAKTA (W?)

  • Add Following Assigned Dealer Information ( if assigned)

Dealer Information

  1. Name

  2. Dealer Address

  3. Dealer Phone number

  4. Dealer Email

Other Information

  1. Assigned Sales Person ( Name ) on Header

  2. Add Components Details Under a separate section for Product in Bullet points

image-20240318-173720.png

If Finance Program = “Paid by Cash”

Add Disclaimer

“Quoted price is for cash and does not include credit card fees or purchases with dealer’s special financing plans”

 

If Finance Program <> “Paid by Cash”

Add Disclaimer
”All payments will be determined by the finance institution funding the loan based on the applicates credit score, down payment and/or other information obtained from the credit reporting agencies. Total sales price with Sheffield’s 3.99% for 36, months plan equals $13,974, a savings of $1,735 from MSRP. Total sales price with Sheffield’s 0% for 48 months plan equals $14,739, a,
savings of $307 from MSRP. Total sales price with Sheffield’s 4.99% for 60 months plan equals $14,127, a savings of $1,582 from MSRP”

 

  • Dealer Tag Line

On Account, create an Image field for uploading dealer tagline and show that on its Quote

Example

 

image-20240318-180624.png

 

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