Feature Requests

When we move a customer to a different vehicle, the system automatically reverts back to defaults, as far as cash down and terms in the grid. It would be very useful to at least have an option to maintain those when working with the same customer but switching the vehicle in the deal (which does happen relatively often).

Make the tax field editable so we can enter in a tax credit. Specifically want to add a tax credit for things like a total loss so the customer can see it reflected in payments.

Looking to change the name of "State taxes and fees" to just "State taxes" as we already have documentation and DMV fees listed in separate lines. This has caused bad customer reactions during negotiations.

Has there been any thought given to having some type of settings based on vehicle type New or Used. Obviously, we add custom desking profiles for the type of vehicle, which is desked most often by the users, but it would be handy within the profile to be able to set different rates, down payments, etc. based on the type of vehicle. Not a big deal but would be nice.

For stores without the rates, residual and rebates option, we would like a way to manually calculate additional mileage charge on leases. For example, a spot to put in the additional miles and the charge and then it add it into the deal.

It would be awesome if the toggled selections made in the "Select Proposal Options" screen would become sticky for that deal/vehicle. Once we've made selections for a deal, chances are very high those are the selections we'll want for all subsequent prints/shares. It's a bit of a faff to have to change all the toggles every time we go back in.

Ability to push over the capitalized cost / selling price where the payment has been rolled into the cap

When we as desk managers send a proposal to a customer, we can email it as the sales person but we cannot text it as the salesperson.

Legacy desking offered a variety of options for the proposal layouts. Would love to see that feature in new desking. Also a notification to the salesperson that the proposal had been written. Maybe an option to share the proposal with the salesperson.

When desking in the new desking tool, having the ability to auto select the payments and down payments by default within the tool. Its somewhat silly that when doing a deal I have to reselect the payment options each time I print another proposal. Also all of our initial proposals are the same so having the default saved on the payment grid would simplify. Lets make it happen Drivecentric