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QuoteWerks Help
Version 24 (Build 1.04) 
December 12, 2023
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Important:   In order to add a Lease Payment Option, you will need to setup your leasing provider in QuoteWerks in the Leasing tab.  If you are using GreatAmerica or Ingram Micro Flexible Payment Solutions and have a Real-time module, you will setup the Real-time Leasing Integration in the Real-time setup window.

The Lease Payment Options provides users with an easy way to calculate different leasing options and present them to the customer on the quote such as 12 months, 24 months, 12 months with $1 buyout, etc.  All leasing companies are supported, they simply need to be added to QuoteWerks.  See the Leasing tab in the Options menu for information on setting up a default leasing company.

 

Purchase Amount
The Purchase Amount displays the document total.  This includes all line items on the document, tax, and shipping costs.

Monthly Recurring Amount
The Monthly Recurring Amount displays the total monthly payments of any items on the DocumentItems tab that are setup as monthly recurring. Any items that are recurring weekly, quarterly, or annually will not be included in this amount.

Add Lease Payment Option

1.To add a lease payment option to your quote, click on the [Add Lease Payment Options] button.  You will need to have already created the quote with a currency value in order to add a leasing payment option as you cannot calculate a lease payment on $0.  

2.Select your leasing provider from the drop-down list.  

3.Select your rate card for that specified provider from the drop-down menu.  

4.Choose whether or not to include the sales tax in the lease.  

5.Choose whether to include the monthly recurring in the lease payment

Important:   With this option selected, any monthly recurring items on the DocumentItems tab will be bundled into the monthly lease total providing the client with a single monthly payment that includes all monthly recurring items from the document.

 

 

6.Next, select your lease options.  Select points (additional points to add), term options (length of lease), purchase options (at least one of these purchase options is REQUIRED to calculate the lease payment), and the advanced payment options.  

7.After you have made your selections, click on the [Get Lease Payments] button and your payment options will appear with check boxes next to them.


 

8.Select your payment option(s) and click [Add Selected Payment Options to Quote] to add the selected payment option(s) to your open QuoteWerks document.  Your leasing options will now be available on the Payment Options window and you can select a default one by double-clicking on the payment option.  

Important:   In order for your lease payment option to be displayed on the quote, ensure you have selected a QuoteWerks layout designed for the leasing calculations or you have customized your layout to include these types of payments by adding the &PaymentOptions or &PaymentOptions_IndicateSelected macro to the layout.

Note:If any item is set as weekly, quarterly, or annually recurring in QuoteWerks as a line attribute, that item or items will not be included in the leasing calculation, but will still count towards the total of the document on the PDF or QuoteValet quote.  If the item is set as monthly recurring, and the "Include in monthly recurring in lease payment" checkbox is selected, it will be bundled into the monthly lease calculation.  If this checkbox is not set, it will count towards the document total the same way as the weekly, quarterly, and annual recurring options on the document.  

 
Refresh Lease Payment Options
Any time the rate cards are updated in QuoteWerks, you can click on the [Refresh Lease Payment Options] button to refresh your available options with the updated pricing on that quote.  This will also work if you are using the Real-time integration with GreatAmerica or Ingram Micro Flexible Payment Solutions.  

Change Lease Payment Options

To change the lease payment options on your quote, click on [Change Lease Payment Options]. This option will allow you to adjust the leasing payment options that will be displayed for your customer.  

Submit Credit Applications (GreatAmerica and Ingram Micro Flexible Payment Solutions)

 

The following instructions will work for GreatAmerica and Ingram Micro Flexible Payment Solutions partners.

1.To submit a credit application, ensure a lease payment option has been selected on behalf of the customer.  Click on the [Submit Credit Application] button. This will submit the credit application for processing.  

2.After the application has been submitted a confirmation message will appear:
 

3.After submittal, QuoteWerks will store the Application ID on the Sale Info tab for easy reference.  This ID can also be copied to the clipboard if you want to copy and paste it to send to your Leasing rep to have them check on the status for you.  
 

4.Additionally, the [Submit Credit Application] button will change to a [Check Application Status] button.  This will allow you to check the status of the application to see if it has been approved.
 

 

5.If the client changes the pricing on the quote and the the credit application has already been submitted, click on the icon next to the Application ID field to clear the application ID.  This will let you resubmit the credit application for the new leasing amount.  

Note:Please note, if the dollar value or terms of the selected payment changes, you will need to resubmit the credit application.  

 

Payment Options for QuoteValet

When a quote with lease payment options, credit card, and/or other payment options are listed in the Payment Options on the Sale Info tab, the customer will be able to select their payment option on QuoteValet.  

Display Lease Payments on QuoteWerks Layouts

In order to view the lease payment options on your QuoteWerks Layouts (the printed output), you will need to edit the layout(s) that you wish to display the payment options.  

Important:   When editing layouts, always Clone the layout first before making changes.  This way you will have a copy in case something happens to the layout you are editing.

1.Edit the layout you would like to make changes to by clicking the Deliver icon or by clicking on the File -> Print/Email/Deliver menu option and highlighting the layout and clicking the [Edit] button.
 

2.Add a new field by clicking on the Field button or by clicking on Insert-> Data Field menu option.  Set the table to Document Headers.
 

3.Scroll down until the &PaymentOptions or &PaymentOptions_IndicateSelected macros are displayed.  Highlight the macro you would like to add to your layout.  
 

 
The &PaymentOptions macro will display the payment options on your layout, but will not show which payment option has been selected (if one has been).  It will display if the upfront purchase includes a monthly recurring amount.  
The &PaymentOptions_IndicateSelected will display the payment options set AND show which payment option has been preselected.  Only select one of these macros and then add this macro to your footer in the layout designer.
 

4.Once the macro has been added to the layout click on the Save&P button on the top of the toolbar to preview the document.  This will show you what it will look like moving forward.

 

5.To edit the upfront purchase macro text (Credit Card Purchase (purchase amount $42,269.34), [plus $810.00 monthly]), change the macro text under the Payment tab.

6.Advanced users who would like to remove the brackets ( [ ] ) when only ONE payment option is shown, can use the Settings Manager to create or set SystemSettings\Defaults\LeasingPaymentOptionPrefixHideifSingleOption=-1.  This feature is only available for single payment options.

7.Additionally, if you want to use one of the pre-loaded QuoteWerks layouts with the macro already added, you can download them from the Leasing page on the QuoteWerks website: https://www.quotewerks.com/Leasing.asp.  The layouts are at the bottom of the page.