FAQs

Here are some frequently asked questions (FAQs) for Link, designed to address common queries and provide users with actionable guidance:

1. What is Link?

Link is an online platform designed to help brokers efficiently create, manage, and track proposals and quotations for their clients. It simplifies processes such as generating financial quotes, submitting proposals, uploading documents, and monitoring progress.

2. How do I create a new quotation?

To create a new quotation:

• Navigate to the Proposals and Quotations menu.

• Click on Create New Quotation.

• Provide necessary details, such as the client type, asset type, and financial parameters.

• Save the quotation to finalize it.

3. What is the difference between a quotation and a proposal?

A quotation is an initial financial estimate created for a client based on their requirements. A proposal is a formalized offer that includes additional details such as credit documents, asset details, and financial terms and is submitted for approval.

4. How can I convert a quotation into a proposal?

To convert a quotation into a proposal:

• Go to the Workqueue menu and open the Quotations tab.

• Select the desired quotation.

• Use the ellipsis menu and choose the Convert to Proposal option.

5. Where can I track the status of my proposals?

The status of all proposals can be tracked under the Track Proposals tab in the Workqueue menu. This tab provides a detailed overview of proposals, including their status, type, and last updated date.

6. What information is needed to create a new proposal?

To create a new proposal, you need to provide:

• Client and proposal details (e.g., type of proposal, customer name).

• Asset information (e.g., type, sub-type, cost, and asset description).

• Financial details (e.g., deposit, total amount financed, and repayment schedule).

• Credit-related documents, if applicable.

7. Can I upload documents for a proposal?

Yes, users can upload pre-configured documents for a proposal in the Credit Documents tab. However, new document types cannot be added. Use the available document slots to upload the required files.

8. How do I edit a saved proposal?

To edit a saved proposal:

• Navigate to the Workqueue menu.

• Open the relevant tab, such as Draft Proposals or Track Proposals.

• Select the proposal and choose View/Edit from the ellipsis menu.

9. What is the purpose of the Workqueue?

The Workqueue serves as a centralized dashboard for managing all proposals and quotations. It provides tabs like Track Proposals, Dealer Proposals, Draft Proposals, and Quotations, allowing users to organize and manage their workflow.

10. Can I clone an existing proposal?

Yes, proposals can be cloned by:

• Opening the Draft Proposals tab in the Workqueue.

• Selecting the desired proposal.

• Choosing the Clone Proposal option from the ellipsis menu to create a duplicate with the same details.

11. How do I track document statuses for a proposal?

In the Credit Documents tab, users can track document statuses under columns like Document State (mandatory/optional) and Document Status (missing/uploaded).

12. What does the "Manually Change Status" option do?

The Manually Change Status feature in the ellipsis menu allows users to manually update the current state of a proposal or quotation, ensuring accuracy and administrative flexibility.

13. What information is displayed in the Quotations tab?

The Quotations tab shows details like quotation name, finance type, finance amount, customer type, and last updated date.

14. How can I create a new proposal directly from the Workqueue?

At the bottom of most Workqueue tabs (e.g., Draft Proposals or Track Proposals), there is a Create New Proposal option that lets users initiate a new proposal directly from the screen.

15. What does the Diary option do?

The Diary option provides a detailed log of all updates and changes made to a proposal, offering transparency and an audit trail.

16. Can I delete a quotation or proposal?

No, the option to delete quotations or proposals is not available in Link.

17. What are the available actions in the Dealer Proposal tab?

In the Dealer Proposal tab, users can:

• Manually change status.

• View/Edit the proposal.

• View the proposal summary.

• Upload documents.

• Download or clone the proposal.

18. How can I ensure accurate data when managing proposals?

Make use of features like the search bar in table columns, manual status updates, and the proposal summary view to verify and update details as needed.

19. What should I do if I encounter a technical issue with Link?

For any technical issues, refer to the user guide for troubleshooting steps or contact the support team via the Help or Support section in Link.

20. What actions are available for draft proposals?

For draft proposals, users can:

• Manually change status.

• View or edit the proposal.

• Clone the proposal.

• Upload documents.

• View a summary of the proposal.