Proposals and Quotations

The Proposals and Quotations menu is a vital feature of the platform, designed to help users efficiently manage the creation and tracking of quotations and proposals. This menu allows users to generate tailored financial quotes through the Create New Quotation option, ensuring that offers are aligned with client needs and business goals. Similarly, the Create New Proposal option facilitates the creation of detailed and customized proposals, incorporating client-specific preferences and requirements. To support task management, the Workqueue provides a centralized hub for monitoring and organizing active quotations and proposals. This menu is structured to enhance accuracy, boost productivity, and streamline workflows, ensuring a smooth and effective process for managing client interactions.

Proposals and Quotations

Create New Quotation

The Create New Quotation screen is designed to simplify the process of generating accurate and tailored financial quotations. By calculating key figures such as Periodic Payments, Financed Amount, Deposit Amount, Commission Amount, and Rates, the screen ensures consistency with business rules using pre-configured default settings. At the same time, users can edit editable parameters to create customized quotations that align with specific client needs. The screen is organized into five key sections: Header Section, Create Quotation, Results, Rates, and Information. In the Header Section, users can input general details and perform actions such as saving quotations, converting them to proposals, downloading, or sending them to clients. The Create Quotation section allows users to adjust parameters, while the Results section displays calculated financial details. The Rates section outlines the applicable rates, and the Information section includes essential details such as fee amounts, payment frequency, payment mode, and the total number of installments. This structured layout ensures precision, flexibility, and clarity in every generated quotation.

Create New Quotation

Header Section

The Header Section of screen provides essential tools for initiating and managing a quotation. Users are required to Enter a Quotation Name as the first step. Additionally, users can select the Asset Type (e.g., vehicle, equipment, etc.) and Client Type (e.g., limited company, partnership, individual, sole trader, government organization, non-profit organization, etc.) from dedicated drop-down lists to ensure accurate categorization.

An ellipsis menu at the top of the screen offers key actions for managing the quotation:

• Convert to Proposal: Instantly convert the quotation into a comprehensive proposal.

• Download Quote: Download the quotation as a document for offline use or sharing.

• Email Quotation: Send the quotation directly to the client via email.

Additionally, the Save Quotation button is available in the Header Section to save the quotation details at any stage for future reference or further editing.

Header Section

This section is designed to provide a streamlined, user-friendly interface for entering and managing quotations efficiently.

Create Quotation

The Create Quotation section provides users with the ability to define and customize all parameters required to generate accurate and tailored financial quotations. This section ensures flexibility by allowing users to input key financial details while maintaining consistency with pre-configured business rules. Users can generate quotations for various lending operations, adjust parameters based on client needs, and customize calculations. It offers a structured interface to input critical details such as amounts, rates, payments, and payment structures.

Generate Quote Create Quote

1. Lending Operations: Users can generate quotations for different types of lending operations, including Sale and Lease Back, Operating Lease, Finance Lease, Hire Purchase, and Loan. Simply click on the required tab to begin.

2. Calculation Type: Select the desired calculation type from the drop-down list, such as Periodic Payments, Financed Amount, Deposit Amount, Commission Amount, or Rates, depending on the type of quotation required.

Calculation Types

3. Date: Input the date on which the quotation is being generated.

4. Asset Amount: Enter the total asset value for the quotation.

5. Non-Vatable Amount: Enter the portion of the amount that is not subject to VAT.

6. Deposit Amount: Specify the deposit or down payment. The value can be entered as either an amount or a percentage, depending on the selection made in the drop-down field.

7. Commission Amount: Input the commission. The value can be entered as either an amount or a percentage, depending on the drop-down selection.

8. Rate: Input the applicable rate for the quotation calculation.

9. Rate Type: Select the rate type for the quotation. The available options include:

   • Normal Rate: The standard rate used for straightforward interest calculations.

   • APR (Annual Percentage Rate): A comprehensive rate reflecting the true cost of borrowing, including fees and interest.

   • Flat Rate: A fixed interest rate applied throughout the term of the loan.

Rate Types

10. Advance Payments: Enter the number of advance payments to be made at the start of the contract.

11. Regular Payments: Enter the number of regular payments required for the term of the contract.

12. Balloon Payment: Specify the balloon payment amount to be made at the end of the contract. Under Balloon Collection, choose when the balloon payment will be collected. Examples include: With the last payment, One month after the last payment, Two months after the last payment etc.

13. Irregular Payments: If the quotation involves irregular rental payments, enable this section using the toggle button. Once enabled, users can input details of irregular payments, including:

• Start Term: Define the starting term number for the irregular payment.

• End Term: Define the ending term number for the irregular payment.

• Amount: Enter the irregular payment amount.

• Irregular Payment Type: Select the payment type:

  • Structured: Payments with varying amounts at specified intervals, defined by "term from" and "term to".

  • Bonus: A combination of structured payments and regular payments.

• Users can add multiple records under Irregular Payments by clicking the Add More button.

14. Step Payments: This section is used to define parameters for step payments, which can be either step-up or step-down payments based on customer requirements. Users can:

• Define the frequency and percentage for step payment calculations.

• Step Payment Types include:

  • Step-Up Payments: Increasing payment amounts over time.

  • Step-Down Payments: Decreasing payment amounts over time.

• Users can also define a customized step payment structure, similar to irregular payments, for required scenarios.

15. Mutual Exclusivity: Users must choose either Step Payments or a Custom Step Payment Structure, as both cannot be defined simultaneously in a single quotation.

This section ensures users have the flexibility to tailor the quotation to align with client-specific needs while adhering to organizational standards for accuracy and compliance.

Results

The Results section allows users to calculate and review the outcomes of the generated quotation. By clicking the Calculate button, users can instantly view the calculated results for key financial details, including Periodic Payments, Financed Amount, Deposit Amount, Commission Amount, or Rates, depending on the selected calculation type.

This section also provides users with the ability to view the Repayment Plan, offering a detailed breakdown of payment schedules and amounts. Additionally, users can utilize the Create Comparison feature to compare multiple quotations side by side, ensuring they can evaluate various scenarios before finalizing and saving the quotation details. For recalculating or refreshing the displayed results, users can use the Refresh button.

Quote Results

This section is designed to ensure transparency and accuracy, helping users make informed decisions when preparing financial quotations.

Rates

The Rates section offers users a comprehensive overview of key financial metrics associated with the generated quotation. These metrics include:

• Gross Yield: The total return generated on the quotation before deductions.

• Net Yield: The return after accounting for deductions such as commissions or other fees.

• APR (Annual Percentage Rate): A standardized measure of the annual cost of financing, inclusive of fees and interest.

• Flat Rate Including Commission: The flat rate calculated while factoring in the commission.

• Flat Rate Excluding Commission: The flat rate calculated without considering the commission.

Quote Rates

This section ensures users have a clear and transparent understanding of the financial terms applied during the quotation process, enabling them to make informed decisions with complete clarity.

Information

The Information section provides users with vital details about the generated quotation, ensuring transparency and flexibility. This section includes:

• Fees: Displays amounts for various fees, such as document fees and annual admin fees. Users can edit these fees if they were configured as editable during the setup phase. This allows customization based on specific client needs.

• Payment Frequency: Users can modify the frequency of payments (e.g., monthly, quarterly) if this parameter was marked as editable during the initial configuration. Adjusting the frequency ensures alignment with client payment preferences.

• Payment Mode: Refers to how payments on a loan or credit agreement are structured, offering clarity and options to suit client requirements. The two common payment modes are:

  • Advance Payment Mode: In this mode, the borrower makes the payment at the start of the specified period. For instance, with a monthly payment schedule, payments are made at the beginning of each month, covering the upcoming period.

  • Arrears Payment Mode: In this mode, the borrower makes the payment at the end of the specified period. For example, with a monthly payment schedule, payments are made at the end of each month, covering the elapsed period.

Quote Information

This section empowers users to fine-tune essential details and ensures the quotation is tailored to meet the unique needs of each client.

Create New Proposal

The Create New Proposal screen is designed to help users seamlessly create detailed and client-specific proposals. The screen includes a Header Section, where users can input a unique proposal name, save their progress, and utilize the diary feature for adding notes or reminders related to the proposal. Below the header, the screen is divided into five tabs: Proposal Details, where users input general client and proposal information; Asset Details, which captures specifics about the assets being financed; Finance Details, where financial terms like loan amounts, interest rates, and payment schedules are defined; Credit Documents, a dedicated area for uploading necessary supporting documents; and Summary, which provides a complete overview of the proposal for final review and validation. This organized structure ensures a streamlined, accurate, and comprehensive proposal creation process.

Create New Proposal

Header Section

The Header Section provides users with essential tools to manage and organize proposal details efficiently. Users can input Proposal Name, ensuring the proposal is easily identifiable. The Save Proposal button allows users to securely save the proposal details at any stage, preserving their progress for further edits or submission. Additionally, the Diary button enables users to view the proposal's details and history, offering a comprehensive record of changes, updates, and notes associated with the proposal. This section ensures quick access to key functionalities, supporting an organized and user-friendly workflow.

Header Section

Proposal Details

The Proposal Details Tab is the cornerstone of crafting a detailed and structured proposal. This tab is designed to capture comprehensive information about the proposal, the customer, and their associated contacts, ensuring accuracy and completeness in the initial stages of the lending process. It is divided into four key sections—Proposal Details, Customer Details, Partners/Directors Details, and Address—to gather and organize critical data systematically. The Proposal Details section defines the proposal’s basic framework, including its name, financial parameters, and stakeholders such as the dealer and lender. The Customer Details section collects client-specific information, ranging from personal details to business profiles. For proposals involving partnerships, SMEs, or limited companies, the Partners/Directors Details section facilitates the addition of key personnel information. Lastly, the Address section ensures precise location details are recorded, serving as a reliable reference for the proposal. This structured approach streamlines the proposal creation process and ensures consistency throughout.

Proposal Details

Proposal Details Section

1. Proposal Name: Automatically populated with the proposal name entered earlier in the header section.

2. Dealer Name: Select the dealer associated with the proposal from the dropdown list.

3. Lender Name: Choose the appropriate lender for the financing arrangement from the dropdown list.

4. Finance Type: Specify whether the proposal is Regulated or Unregulated by selecting from the dropdown list.

5. Product Type: Choose the type of financial product (e.g., Hire Purchase, Finance Lease, Loan) from the dropdown list.

Customer Details Section

1. Client Type: Select the client type from the dropdown list, such as Limited Company, Individual, Partnership, or SME.

2. For Individual Client Type, input:

   • First Name

   • Last Name

   • ID Number

   • Email Address

   • Contact Number

3. For Partnership, SME, or Limited Company Client Types, input:

   • Company Name: Enter the official name of the company.

   • Company Registration Number: Provide the official registration number of the company.

   • Trading As: Specify the trading name if different from the company name.

   • Nature of Business: Describe the company’s primary business activity.

   • Years Business Established: Indicate how many years the company has been in operation.

   • SIC Code: Provide the Standard Industrial Classification (SIC) code for the company’s primary business activity.

Partners/Directors Details Section

If the Client Type is not "Individual," additional details about partners or directors must be provided:

Partner Details

1. Click Add New Partner to input:

   • Full Name: Enter the partner’s full name.

   • Email: Provide the partner’s email address.

   • Contact Number: Input the partner’s contact number.

   • Address: Record the partner’s address, including all required fields.

   • Role: Select the partner's role (e.g., Contact Person, Partner) from the dropdown options.

   • Ellipsis Menu: Use the ellipsis menu to View/Edit or Delete the partner’s details.

Director Details

1. Click Add New Director to input:

   • Full Name: Enter the director’s full name.

   • Email: Provide the director’s email address.

   • Contact Number: Input the director’s contact number.

   • Address: Record the director’s address, including all required fields.

   • Role: Select the director's role (e.g., Contact Person, Director) from the dropdown options.

   • Ellipsis Menu: Use the ellipsis menu to View/Edit or Delete the director’s details.

Address Section

1. Lookup by Post Code: Use the post code lookup feature to quickly select an address by entering the postal code.

2. Country: Select the country from the dropdown list before entering address details.

3. Address Lines: Input the first and second lines of the address, including the street name and any additional location details.

4. City: Enter the city where the address is located.

5. Post Code: Input the postal code for the address.

6. County: Provide the county name corresponding to the address.

This detailed setup ensures that every proposal is supported by accurate and complete client information, facilitating a seamless and efficient proposal creation process.

Asset Details

The Asset Details Tab is designed to facilitate the addition and management of assets associated with a proposal. Users can save one or more assets, which are then displayed in a table at the bottom of the screen for easy reference and management. This tab enables users to specify asset categories, types, conditions, and additional details for each asset, ensuring a thorough and accurate record. It also provides functionality to view, edit, or delete saved assets through the asset table. This organized approach ensures that all assets linked to a proposal are recorded comprehensively and remain accessible.

Asset Details

Adding and Managing Asset Details

1. Asset Category: Select the category of the asset from the dropdown list. Options typically include Hard Asset (e.g., vehicles or equipment) or Soft Asset (e.g., software).

2. Asset Type: Choose the type of asset based on the selected category. For example, selecting Hard Asset may offer options like Vehicle or Equipment, while choosing Soft Asset may present options such as Software.

3. Asset Sub-Type: Select the sub-type of the asset. The available options depend on the chosen asset type. For instance, if Vehicle is chosen, sub-types could include Commercial Vehicle, Classic Vehicle, or Electric Vehicle.

4. Asset Condition: Specify the condition of the asset from the dropdown list. Common options for vehicles include New or Used.

5. Asset Age: If the asset is used, input its age in years to provide additional context.

6. Asset Cost: Enter the individual cost of the asset, reflecting its market or negotiated price.

7. RV/Balloon Input: Specify the residual value (RV) or balloon payment for the asset, if applicable. This represents the remaining value or final payment due at the end of the financing term for the specific asset.

8. Asset Description: Provide a detailed description of the asset, including any key characteristics, features, or specifications.

9. Supplier Name: Input the name of the supplier from whom the asset is being procured.

10. Quantity: Specify the number of units being purchased for this asset.

11. Total Cost: This field is automatically calculated by multiplying the entered Asset Cost by the Quantity, ensuring an accurate total.

12. Total RV/Balloon: This field is automatically calculated based on the sum of individual asset RV/Balloon values multiplied by their respective quantities, providing the aggregate RV/Balloon amount for all saved assets.

13. Save Asset: Click this button to save the entered asset details. Once saved, the asset will appear in the table below for review and further management.

Asset Table

1. Saved Assets: All saved assets are displayed in a tabular format under key columns such as Asset Sub-Type, Asset Description, Supplier Name, Quantity, Asset Cost, and RV/Balloon.

2. Ellipsis Menu: Each row in the table includes an ellipsis menu with options to View/Edit the details of the selected asset or to Delete the asset from the table.

This streamlined process ensures that all assets relevant to a proposal are accurately documented, effectively managed, and easily accessible for updates or review.

Finance Details

The Finance Details Tab is designed to ensure accuracy and consistency in the financial calculations for a proposal, similar to the Create New Quotation window and is automatically populated with details from the Asset Details Tab. This streamlined approach minimizes manual entry errors and ensures that all relevant financial data aligns with the assets associated with the proposal. However, users can review the pre-filled financial information and make edits or updates as needed. If any changes are made on this tab, the system will prompt the user for confirmation before finalizing the proposal. This confirmation process ensures that all modifications are captured correctly and that the financial details are thoroughly reviewed before the proposal is completed.

Finance Details

By following this structured process, the Finance Details Tab supports accurate financial management and eliminates the risk of oversight during proposal creation.

Credit Documents

The Credit Documents Tab serves as a centralized hub for managing all the essential documents required for a proposal. This tab enables users to upload, view, and manage both mandatory and optional documentation, ensuring that all required files are well-organized and easily accessible. It simplifies document tracking by providing clear visibility into the status of each file and allowing users to take necessary actions such as uploading, downloading, or deleting documents directly within the tab. .

Credit Documents

1. Document Name: Displays the name of each uploaded document for easy identification.

2. Document Type: Specifies the category of the document, such as Financial Reports, Director's Approval, Company Registration Certificate, Business Proposal, etc., helping users understand the document's purpose.

3. Document State: Clearly indicates whether the document is mandatory or optional for the proposal, ensuring compliance with requirements.

4. Document Status: Reflects the current state of each document, such as missing or uploaded, allowing users to track what’s still required at a glance.

5. Ellipsis Menu on Each Row: Provides quick access to actions for individual documents, such as viewing, uploading, or re-uploading specific files directly from the document list.

Upload Credit Documents

This intuitive setup ensures all necessary documents are efficiently managed and accurately tracked, contributing to a seamless proposal submission process.

Summary

The Summary Tab provides a comprehensive overview of the entire proposal, consolidating all the information entered across the previous tabs. This tab serves as the final step before submitting the proposal, allowing users to review and confirm the accuracy and completeness of all entered details. It offers a streamlined process for managing and finalizing the proposal, ensuring that no critical steps are overlooked.

Summary

1. Save Proposal: Click this button to save the current proposal along with all its details. This allows users to return to the proposal later for further edits or review.

2. Diary: Access the proposal’s diary to view a log of all activities and changes made. This feature provides a clear record of the proposal’s history, helping users track modifications and updates.

3. Send to the Customer: Select this option to send the completed proposal directly to the customer, ensuring prompt communication and delivery of the proposal.

4. Submit Proposal: Finalize the proposal by submitting it for processing. This indicates that all details have been reviewed and are complete, ready for the next steps in the workflow.

This tab ensures that the proposal is thoroughly reviewed and that all necessary actions are taken before proceeding to the final stages of the process.

Download Proposal

After successfully submitting the proposal, a Congratulations window confirms the submission and displays the proposal details, including the assigned reference number for easy identification and tracking. Users can click on the Download Proposal button to save a copy of the finalized proposal for their records or further use. All necessary details about the proposal are already displayed on the window, providing immediate access to the submitted information.

Download Proposal

This step ensures that users have easy access to the proposal document and all the related details for reference or further processing.

Workqueue

The Workqueue option, available under the Proposals and Quotations menu, serves as a centralized hub for users to manage and monitor proposals and quotations efficiently. This feature organizes workflows into distinct tabs, each tailored to a specific stage of the proposal and quotation lifecycle. The Track Proposals tab provides users with a comprehensive view of all submitted proposals, allowing for easy monitoring of their progress and current status. The Dealer Proposal tab focuses on proposals submitted to brokers, enabling users to track those under review. For proposals that are still in progress, the Draft Proposals tab lists all draft versions, making it convenient for users to locate, edit, or continue working on incomplete proposals. Finally, the Quotations tab displays all generated quotations, giving users a quick overview of quotes prepared for various clients. Each tab presents information in a clear, tabular format, and includes action options like View and Edit, empowering users to manage tasks seamlessly and maintain full control over their proposals and quotations.

Workqueue

Track Proposals

The Track Proposals tab provides users with a comprehensive overview of all proposals, enabling effective monitoring of their progress and status. This tab includes a searchable table that allows users to locate and manage proposals easily. A search bar at the top of each column facilitates filtering and sorting records based on specific criteria, helping users quickly find the information they need.

Track Proposals

Columns Available

The table contains several key columns that display critical details about each proposal, along with an ellipsis menu in every row offering additional actions for efficient proposal management.

1. State: Displays the current status of each proposal, such as All, Approved, Submitted, Conditioned, Declined, Documents Received, Documents Sent, Paid Out, Sent for Payout, and Withdrawn.

2. Proposal Name: Lists the name of each proposal, making it easy to identify and differentiate between multiple entries.

3. Finance Type: Indicates the type of proposal, such as Hire Purchase, Finance Lease, Loan, Sales & Lease Back, or Operating Lease.

4. Customer Name: Displays the name of the customer associated with the proposal.

5. Lender Name: Shows the name of the lender involved in the proposal.

6. Financed Amount: Highlights the total financed amount for each proposal.

7. Last Updated: Indicates the date the proposal was last modified, allowing users to track recent changes.

8. Date Submitted: Shows the date when the proposal was submitted, aiding in timeline management.

Actions Available

Each row in the table has an ellipsis menu with the following actions:

Actions Available

1. Manually Change Status: Update the status of a proposal manually to ensure accurate and up-to-date records.

2. View/Edit Proposal: Open the selected proposal to review its details or make necessary edits and updates.

3. View Proposal Summary: Access a summary of the proposal to quickly review its details and current status.

4. Upload Documents: Add required documents directly to the proposal for smooth preparation and submission.

5. Download Proposal: Download a copy of the proposal for offline review or sharing with stakeholders.

6. Clone Proposal: Create a duplicate of the proposal to quickly generate a similar one without starting from scratch.

7. Withdraw Proposal: Remove the proposal from active consideration if it is no longer required.

8. Diary: View a log of all activities and modifications related to the proposal, ensuring transparency and easy tracking.

9. Create New Proposal: At the bottom of the screen, users can find the Create New Proposal button, which allows them to initiate a new proposal directly from the Track Proposals tab, ensuring seamless workflow management.

This structured approach ensures users can efficiently track, manage, and take appropriate actions on their proposals from a single, user-friendly interface.

Dealer Proposal

The Dealer Proposal tab provides users with a focused view of proposals that have been created by dealers and are currently in the "New" state. This tab is designed to help users monitor and manage proposals in the early stages of processing. With a searchable table, users can efficiently locate and filter records using the search bar at the top of each column, ensuring quick access to the required information.

Dealer Proposal

Columns Available

1. State: Displays the status "New", indicating that these proposals are in the initial stage of processing.

2. Proposal Name: Shows the name of each proposal, making it simple to identify individual entries.

3. Customer Name: Displays the name of the customer associated with the proposal, enabling easy identification.

4. Finance Type: Indicates the type of proposal, such as Hire Purchase, Finance Lease, Loan, Sales & Lease Back, or Operating Lease.

5. Price: Displays the total price or amount associated with each proposal.

6. Last Updated Date: Shows the most recent date when the proposal was updated, helping users track recent activities or changes.

Actions Available

Each row in the table includes an ellipsis menu that offers various actions to manage the proposals effectively:

Actions Available

1. Manually Change Status: Users can manually update the status of a proposal, ensuring records remain accurate and current.

2. View/Edit Proposal: Opens the selected proposal for viewing or editing, allowing users to make necessary changes or updates.

3. View Proposal Summary: Displays a detailed summary of the proposal, providing a quick overview of its key details and status.

4. Upload Documents: Allows users to upload required documents directly to the proposal, streamlining the submission process.

5. Download Proposal: Enables users to download a copy of the proposal for offline review or sharing with stakeholders.

6. Clone Proposal: Facilitates the creation of a duplicate proposal, enabling users to quickly generate a similar one without starting from scratch.

7. Diary: Provides a log of all changes and updates made to the proposal, ensuring transparency and easy tracking.

8. Create New Proposal: At the bottom of the screen, users can find the Create New Proposal button, which allows them to initiate a new proposal directly from this tab for greater efficiency.

The Dealer Proposal tab ensures that users can effectively monitor and manage proposals in the "New" state, helping streamline the initial stages of the proposal workflow while maintaining organized records.

Draft Proposals

The Draft Proposals tab offers users a centralized location to view and manage proposals that are still in draft status. This tab is designed to help users track and edit proposals that are under development and have not yet been submitted for approval. A searchable table is provided, allowing users to filter and locate specific draft proposals by using the search bar available at the top of each column. This feature ensures quick access to the desired information and helps streamline the proposal management process.

Draft Proposals

Columns Available

1. State: Displays the status as "Draft", signifying that these proposals are still being prepared and finalized.

2. Proposal Name: Lists the name of each proposal, allowing users to easily identify and differentiate between various drafts.

3. Finance Type: Indicates the type of financial arrangement for each proposal, such as Hire Purchase, Finance Lease, Loan, Sales & Lease Back, or Operating Lease.

4. Customer Name: Shows the name of the customer associated with the draft proposal, aiding in easy identification of the client.

5. Financed Amount: Displays the total financing amount related to the proposal, helping users understand the financial scope of the draft.

6. Last Updated Date: Provides the date when the proposal was most recently updated, serving as a reference for tracking changes or activities.

Actions Available

Each row in the table includes an ellipsis menu offering the following actions to help users manage their draft proposals effectively:

Actions Available

1. Manually Change Status: Allows users to manually update the status of a draft proposal, ensuring records remain up-to-date and accurate.

2. View/Edit Proposal: Opens the selected draft proposal for detailed viewing or editing, enabling users to make any necessary modifications.

3. View Proposal Summary: Provides a concise summary of the proposal, presenting its essential details and current status for a quick review.

4. Upload Documents: Enables users to attach required documents directly to the draft proposal, streamlining its preparation process.

5. Download Proposal: Lets users download a copy of the draft proposal for offline access or sharing with stakeholders.

6. Clone Proposal: Facilitates the duplication of a draft proposal, making it easier to create a similar proposal without starting from scratch.

7. Diary: Displays a detailed log of all changes made to the draft proposal, ensuring transparency and enabling efficient tracking of updates.

8. Create New Proposal: At the bottom of the screen, users can find the Create New Proposal button to initiate a new proposal directly from this tab, offering an efficient way to add new entries to the system.

The Draft Proposals tab ensures users have full control over their in-progress proposals, offering a structured and efficient way to finalize and prepare proposals for submission.

Quotations

The Quotations tab provides users with a centralized location to view and manage all generated quotations. This tab is designed to give users a comprehensive overview of their quotations, allowing them to monitor progress and manage them effectively. A searchable table is available on the screen, equipped with a search bar at the top of each column. This feature helps users quickly locate specific quotations by filtering records based on various attributes, ensuring efficient navigation and management.

Quotations

Columns Available

1. Quotation Name: Displays the name of each quotation, helping users easily identify and select the quotation they wish to review or manage.

2. Finance Type: Indicates the type of financial arrangement associated with each quotation, such as Hire Purchase, Finance Lease, Loan, Sales & Lease Back, or Operating Lease.

3. Finance Amount: Shows the amount of financing tied to each quotation, offering clarity on the financial scope of the quote.

4. Customer Type: Refers to the type of customer associated with the quotation, such as Individual, Partnership, Limited Company, or SME.

5. Last Updated: Displays the date when the quotation was last modified, helping users track recent changes or updates to the record.

Actions Available

Each row in the table includes an ellipsis menu, offering the following actions for managing quotations effectively:

Actions Available

1. View/Edit: Opens the selected quotation for review or modification, enabling users to update details as needed.

2. Convert to Proposal: Provides the option to convert a quotation into a proposal, streamlining the transition to a formal proposal for the client.

3. Download Quotation: Enables users to download a copy of the quotation for offline review or sharing with stakeholders.

4. Clone Quotation: Creates a duplicate of the selected quotation, allowing users to quickly generate a similar quotation without starting from scratch.

5. Create New Quotation: At the bottom of the screen, users will find the Create New Quotation button, which allows them to initiate a new quotation directly from this tab, ensuring ease of adding new records.

The Quotations tab provides an intuitive and organized approach for users to manage all their quotations efficiently, ensuring they can track, update, and advance quotations as part of their workflow.