Sharing Quotes with Clients
Efficiently share quotes with your clients using multiple channels, allowing them to review their financing options seamlessly.
Available Sharing Options
Copy Link (coming soon)
- Generate a quote URL that you can share via:
- Email
- SMS/Text
- WhatsApp
- Social Media
Email Directly (coming soon)
- Use our integrated email system to send quotes directly, complete with tracking capabilities.
> Note: The "Copy Link" and "Email Directly" features are coming soon. Stay tuned for updates.
What Your Clients Will See
When your client opens the quote link, they will encounter a well-structured and professional presentation of their financing options.
Header
- Display of your logo and company name
- Professional and branded styling
Product Details
For each financing product, your client will see:
- Lender Name
- Interest Rate
- Monthly Repayment
- Term and Balloon
- Fee Summary
Fine Print
- Quote Validity Period
- Standard Disclaimers
- Your Contact Information
Client Experience
- Fully mobile-responsive design
- No login required for access
- Print-friendly layout for convenience
- Clear call-to-action for further steps
Quote Validity
Ensure to inform your clients about the validity of the quotes:
- Quotes remain valid until you revoke them
- Validity may change if the underlying scenario changes
- Updates to rates/policies may affect validity
> Tip: Always include a validity date when sharing quotes with your clients to prevent any misunderstandings.