Quote Builder

Q-2025-0627 | Lease CPC B&W + Color | Created: Today
Jane Smith • VP Sales

Quote Workflow

Complete each step to build your quote

✓

Deal Type

Lease CPC Black&White + Color

Completed
2

Customer Selection

Choose or create customer

In Progress
3

Equipment & Products

Add items to quote

0 items
4

Lease Terms

Configure financing options

5

CPC Configuration

Set volume and rates

6

Commission Review

Verify commission calculations

Revenue $0.00
Gross Profit $0.00
Commission $0.00
7

Review & Submit

Final review and submission

Step 2 of 7
28% Complete

Select Customer

Choose an existing customer or create a new one

🔍
Tech Solutions Inc
ID: CUS-001234 Contact: John Doe 📧 john@techsolutions.com 📱 (555) 123-4567
$124,500
YTD Revenue
Global Enterprises LLC
ID: CUS-001456 Contact: Sarah Johnson 📧 sarah@globalent.com 📱 (555) 987-6543
$87,200
YTD Revenue
Innovation Partners
ID: CUS-001789 Contact: Mike Chen 📧 mchen@innovpart.com 📱 (555) 456-7890
$156,300
YTD Revenue

Add Equipment & Products

Select items from inventory

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Monthly Lease Payment
$0.00

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Monthly Service Cost
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