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Quote Builder
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History
New Quote
1
Customer
+ New customer
Opportunity
➕ Create new lead
Contact
+ Add contact
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Quote under account
Opportunity
Your client
Saved clients
Company / name *
Contact person
Email
Phone
City
State / Province
2
Truck
Year
Make
Model
Bed length
Body style
3
SpaceKap Model
Select a truck bed length first.
4
Shelving
Select a SpaceKap model first.
5
Options
Select a SpaceKap model first.
6
Summary
Units
Assign lead to
Purchase timeline
0-30 days
30-90 days
90+ days
Notes
Your installation / service fees
+ Add fee
Added on top of the suggested retail price on the customer copy; listed separately on your copy.
Base unit
—
Options
—
Per unit
—
×
units
—
Rebate
%
—
Options at no charge
—
Transport
per quote, never rebated
—
Total
—
Your fees
—
Customer price (MSRP + fees)
—
Quote History
Mine
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