SALES TOOLS

Deal worksheet

A clear OTD estimate and optional F&I menu for your customer.

Loading dealership inventory…

1. Select vehicle

Find inventory vehicleInventory vehicleVehicle descriptionStock numberVIN

2. Enter customer

Customer nameSalespersonDealershipPrepared date

3. Select registration state

Customer registration state

Choose the state where the customer will register the vehicle.

Registration details & fee adjustments

Plates Registration class / weight Powertrain Filing fee Additional local / special fees Use manually verified tax and tag amounts

Confirm vehicle class, powertrain and local fees for the customer. NC property tax and optional-product taxes are not automatically calculated. Plate transfers may need weight adjustments.

Price, taxes & fees

Taxes and title/tag fees update from the selected state. Includes a $169 filing fee in the registration/tag total. Both the filing fee and $799 doc fee are editable.

Trade & cash down

F&I menu

Edit the products you offer, quote their prices and select any the customer wants. Unselected products remain visible on the PDF.

Additional tax on selected products

Notes

Customer-facing notes