Organizations using AutoQuotes can now give their customers additional power to do more with finance options provided by Kingswood
Kingswood Leasing is now an available option for sellers who use AutoQuotes for their customer equipment quotes.
AutoQuotes is a leading technology company for the foodservice equipment and supplies (FES) industry. AutoQuotes has been providing a seamless seller experience for equipment sellers for 30 years. Their software connects inventories to an environment that provides online catalogs and tools to create customized quotes in a simple, efficient way. “AutoQuotes shares our mission to make equipment financing fast and easy, and we’re excited for our seller community who has been asking to see Kingswood as an option on AutoQuotes,” said Cliff Metcalfe III, Director of Food & Beverage Group.
How To Add Kingswood To Your AQ Quotes
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.
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.
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