More Flexible Customer Proposal / Payment Matrix
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William Pak
Please add the ability to create and display multiple independently desked payment matrices on a single customer-facing proposal.
My ideal use case would be:
Matrix 1: Vehicle payment without service contract
Matrix 2: Vehicle payment with service contract
Both matrices should be able to use the same down payment amounts and same terms so the customer can immediately compare the monthly difference between the two options across 48/60/72 months.
I would also like the ability to change the days to first payment independently for each scenario/column — for example 30, 45, or 60 days to first payment — and have the payment calculations update accordingly.
Ideally, managers/admins should be able to:
* add two or more payment matrices to one proposal
* label each matrix independently
* control down-payment columns
* control term options
* control days to first payment
* show products such as a service contract in one matrix and not another
This would make the proposal much cleaner for the customer and eliminate the need to print multiple separate pencils just to compare “with product” versus “without product.”
Tekion currently allows much more flexibility in this area, and having similar functionality in DriveCentric would significantly improve the desking and product-presentation workflow.
Shelby Parker
Thanks for sharing this perspective, William Pak — the detail here is really helpful, and I totally hear you on the workflow friction of having to print multiple pencils just to compare “with product” vs “without product.” I’m looping this into our review with the team so we can assess the best path forward, and we’ll follow up if we need any additional specifics from your use case.
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William Pak
Shelby Parker Thanks, Shelby. I appreciate you passing this along to the team. The biggest value for me would be being able to show with-product vs. without-product payment matrices on the same customer proposal, with control over down payments, terms, and days to first payment.
If the product team needs screenshots or a real-world example of how I used to present this in Tekion, I’d be happy to provide one.