Kingswood on AutoQuotes

How To Add Kingswood To AutoQuotes Quote

Adding Kingswood To Your AQ Quotes

The leasing option is added at the bottom of a quoted project and is accessed through the Print function

Choose Print, either next to a project on the main screen or within a project itself.

Main screen:

Within a project:

Selecting the print function will generate the Report Viewer. A drop-down menu for Leasing Company options is shown in the right-hand side Print Options details panel, the Totals section.

 

 

 

 

 

The Kingswood badge will then appear at the bottom of the quote with pricing options specific to that project. By default the leasing company last selected will be already in place the next time you generate a quote.

Please note that the leasing amount is based on all the items in the project and does not include taxes. If your customer wants to lease certain equipment while buying other equipment or supplies, the leased and non-leased items must be grouped together in separate projects.

If you have any questions, contact us at aq@kingswoodleasing.com.