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Offering the customer an option on the quote to lease the product

edited Nov 22, 2019 10:24AM in CRM 4 comments

We want to have a way on the quote form for the sales rep to check "offer leasing options" (easy part) and then based on the total of the quote, a pricing matrix would be referenced for the cost of the lease (and the rates change over time, and based on the customer's qualifications), which would then print on the quote.  If the customer agrees to leasing, we would bill the financing company in full, and then in turn they do the monthly billing to the customer (so no issue here).

So the part I am looking for advice is really the pricing calculation, and getting that to the quote form.

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