Uptake iQuote – Sales Agreements
Easily send Sales Agreements to your prospects and customers and convert them easier and faster.
iQuote is a heavy machinery and industrial equipment dealer customizable quoting application that helps to construct detailed and accountable sales agreements that configure sales agreement details including make(s), and model(s), accessories, warranties and payment structures, following accurate pricing and required approvals. Once created, these sales agreements may be sent via DocuSign to customers for authorization.
Built-in administration tools are available to pre-populate values for merchandising programs, extended warranties, default GP% and other important elements, making it easier (and faster) for sales reps to create and deliver quotes.
Integration with Uptake’s SalesLink (CRM application) opportunities provides visibility to the sales funnel, aiding in equipment and financial forecasting. Various customer-facing and internal documents can be configured for warranties, CSA’s, service requests and legal agreements (RPO, sales and rental). It also maps in DBS Standard Jobs Transaction Register for PDI and other costs associated with the machine.
Deliver highly professional and consistent quotes for any machine or attachment designed to complement any Dealer's specific quoting process with iQuote.
About the partner
Uptake (Dealer & Heavy Equipment) delivers solutions that enable industrial equipment dealerships to increase productivity, reliability, and safety. Uptake (Dealer & Heavy Equipment) formed in 2016 when Uptake, a leading predictive analytics provider, purchased Canam Solutions Inc., a provider of enterprise workflow software for industrial equipment dealerships. Uptake aggregates asset, enterprise, and external data and applies cross-industry data science to produce high-value, actionable insights.