Quotation Tool

What it is 

A digital quotation tool that enables fast and accurate creation of financing offers by combining client information, asset selection, and customizable financial products in a single, guided workflow. The tool automatically generates tailored quote options based on selected parameters and supports a seamless transition from draft quotes to financing applications.

Key Benefits

•Aster quote creation through automated configuration of financial options

•Centralized client and asset data, reducing manual input and errors

•Flexible financial modeling with customizable interest types, terms, down payments, and residual values

•Automatically generated, comparable quote variants to support informed decision-making

•Clear visibility of quote and application status throughout the process

•Improved transparency for all stakeholders, from quote creation to financing application

•Reduced time-to-yes (TTY) through structured workflows and status tracking

How it's used

•Enter client details and select assets to finance

•Customize financial parameters

•System generates quote options and one is selected

•Summary is created and quote is sent

•Process continues into financing applications with status tracking