Feature Requests

When you have CDK, The accessory comes over labeled as the CDK Code. We want to be able to customize what the customer sees on the pencil when penciling a product. Customize product name regardless of DMS

Currently, when working a deal inside the Legacy Desking tool, users must manually search inventory if the selected vehicle does not meet the customer’s desired payment, structure, or profitability goals. This creates: Slower deal structuring time Missed opportunities to present better-fitting vehicles Inconsistent deal optimization across sales staff Reduced gross and lower close rates Requested Enhancement Add a Smart Vehicle Matching feature within the desking workflow that allows users to automatically identify alternative vehicles in inventory that better align with the deal structure. Key Functionality Requirements One-Click “Find Better Match” Button Within the desking screen, include a button that triggers a search across available inventory. Optimization Filters / Modes Allow the user to select optimization goals such as: Most Profit (maximize front-end/back-end gross) Best Payment (lowest monthly payment) Best Lease Structure (strongest lease terms based on incentives/residuals) Best Loan Structure (optimal financing terms and rates) Dynamic Inventory Matching System should: Scan new and used inventory in real time Factor in: Incentives/rebates Lender programs Residuals and money factors (for lease) Vehicle pricing and discounts Return vehicles that improve the selected KPI Comparison View Display results in a side-by-side comparison: Current vehicle vs recommended vehicles Payment difference Gross profit difference Term and structure differences One-Click Swap Allow user to: Instantly swap selected vehicle into the deal Preserve customer structure (down payment, credit tier, etc.)

Porsche utilizes MRM ( Maximum Residualized MSRP) to structure leases. This tells us the max MSRP that they can residualize. Vehicle has an MSRP of $105,000 but MRM is $100,000 there is 5,000 that is not residualized. This can be found in Porsche lease program.

Can we add the sales manager's name to the new proposal so that the salesman can recall who they worked the deal with? This will also give the customer an additional name to contact.

Ability to print a numbers proposal with the date and the time on it.

The option to delete/remove printed pencils from the feed

We would like the ability to be able to manually enter in the following information in Desking in regard to Security Deposits: The number of security deposits The number of multiple security deposits The value of each security deposit The Rate Reduction offered for each multiple security deposit Mazda Financial Services has built in the use of Multiple Security Deposits to help incentivize customers to purchase using their loan, and the ability to manually enter this information (as you can currently do in eLead) would be greatly beneficial for our dealership. Subsequently, this information would populate on the Structure from inside DriveCentric Desking and itemize the values under the "Inception Fees" section. It would show as the following: First Month Payment: $853.80 Security Deposit: $875 Multiple Security Deposits: (7 x $875) = $6125 Total Inception Fees: $7853.80

Hello, I saw the notification for desking. Please do not make it mandatory! OR if it does have to be mandatory please make it better!! Lease, finance and cash all need to be on the same screen. Thank you!

I'd like the ability to roll the amount financed in the desking screen under the finance tab. The only option I have is to roll payment.

Since legacy desking, I can't edit desking preferences, showing a lease and a purchase is a huge chore, and when you try to desk a second vehicle for a customer, you have to reset everything... taxes, fees, rates, etc. Should not be that difficult with an upgrade when we didn't have this problem before.