Sharing Quotes with Clients

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.