New Desking - Other Fees itemization
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Lee Dell'Olio
In New Desking, we need the option to be able to itemize the "other fees" section. Sometimes customers request a complete itemization of these "Other Fees". Without having this capability, we are not being compliant with full disclosure, when the customer requests this.
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Jacob Coleman
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Jacob Coleman
Hi Lee, thanks for the feature request! We just released an enhancement to Desking that allows you to do exactly what you're requesting. In the Manage Dealer Fees modal, you can click the "Itemize" checkbox to itemize a fee on the proposal. You can also set these up to itemize by default in Desking Settings
Shelby Parker
Thank you for posting, Lee Dell'Olio! I have a few more questions for you:
- Can you provide examples of the types of 'Other Fees' that you would like to itemize?
- How often do customers request a full itemization of these 'Other Fees'?
- What is the current process you follow when a customer requests a full itemization of 'Other Fees'?
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Lee Dell'Olio
Shelby Parker Here are examples of "Other Fees" that need to be itemized.
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Lee Dell'Olio
Shelby Parker Customers request itemization of these fees maybe 40% of the time. Currently we have to handwrite the itemization of the fees on the proposal if requested.