Skip to content
  • There are no suggestions because the search field is empty.

Sales Proposals

OverVUE

VUE Sales Proposals help expedite the sales process at your dealership. Choose any (or all) of the three proposal types to default to the same starting point for each negotiation during Desking. Edit on the fly to close the deal. Contact Dominion DMS Support to enable the Sales Proposals feature.

Permissions

Accessing Proposal Set Ups

Grid Tab

Payment Tab

Four-Square Tab

Creating a Proposal

Grid Proposal

Four-Square Proposal

Payment Proposal

Animated Screenshots 

Permissions

In Accounting > Maintenance > Employees provide Permissions for Sales > Maintenance > Sales > Proposal Defaults and [Save] in the Action Ribbon.

xferinstock3

Accessing Proposal Set Ups

  • Navigate to Sales > Maintenance > Sales > Proposal Defaults
  • Use the Dropdown on the General tab to select a Default Proposal Type.
  • Select the tab associated with your selection.

     OR

  • Select None as the Default Proposal Type and fill out all three tabs.
    propsal2

Grid Tab

  • Down Payment - The amount to be Added-to or Totaled-to the Scenario Down Payment.
  • Down Payment Function - Select either to Add-to or Total-to the Scenario Down Payment.
  • Term - Input the Payment Terms in months.  This entry overrides the Term used in the Desk/Deal Scenario.
  • Term Function - Choose to Add-to or Total-to the Term on the Desk or Deal Scenario.
  • Payment Range - Enter the dollar amount of variance to be Added to the Payment. If the Payment Range is set to “20” and the Payment is $525, then “$525 - $545” is displayed.
  • Print By - Use the dropdown to select either Sales Manager, F&I Manager, or Salesperson.
  • Print VIN and or Print MSRP - Select Yes or No.
  • Proposal Disclaimer - Input a disclaimer to print on every Grid proposal.
  • Click [Save] in the Action Ribbon.

propsal3

Payment Tab

propsal4

  • Term - Enter the adjustment to be made to the Term displayed on the Desk/Deal scenario, i.e. to reduce the Term by 12, enter “-12”; to increase the Term by 12, enter “+12.”
  • Down - Enter the adjustment to be made to the Down Payment displayed on the Desk/Deal scenario, i.e. to reduce the Down Payment by $500, enter “-500”; to increase the Down Payment by $500, enter “+500.” This field is not available if Compute Down (Payment) is selected/checked.
  • Compute Down - This feature is for use in conjunction with Term reduction (a negative number in the Term field). Mark the checkbox to calculate the Down Payment necessary to retain the same Payment amount displayed on the Desk/Deal scenario (See details in the Payment Proposal section below).
  • Payment Range - Enter the dollar amount of variance to be ADDED to the Payment. If the Payment Range is set to “20” and the Payment is $525, then “$525 - $545” is displayed.
  • Print By - Use the dropdown to select either Sales Manager, F&I Manager, or Salesperson.
  • Print VIN and or Print MSRP - Select Yes or No.
  • Proposal Disclaimer - Input a disclaimer to print on every Payment proposal.
  • Click [Save] in the Action Ribbon.

propsal5

Four-Square Tab

propsal6

  • Print By - Use the dropdown to select either Sales Manager, F&I Manager, or Salesperson.
  • Print VIN and or Print MSRP - Select Yes or No.
  • Proposal Disclaimer - Input a disclaimer to print on every Four-Square proposal.
  • Click [Save] in the Action Ribbon.

propsal7

Creating a Proposal

  • Navigate to Sales > F&I > Sales Desk or Deals.
  • Each proposal type applies the entries in the Sales Desk or Deal screen to the Default settings in Sales > Maintenance > Sales > Proposal Defaults.

propsal8

  • EXAMPLE: If you have the Default Down Payment set to $500 and Down Payment Function set to Additional, when the amount you enter for Down Payment in the Sales Desk/ Deal scenario is $1000, the Proposal Down Payment total is $1500 and then prints that as a Payment Option associated with that down payment.

propsal9

  • Term and Down Payments are editable in the pop up and the grayed out fields display the results to print.

 Within the Sales Desk or in the Deal:

  • If defaults are set None, click on the [Proposals] button in the Action Ribbon.
  • If multiple proposal types are available, hover over the [Proposals] button in the Action Ribbon and select a proposal type.

propsal10

Grid Proposal

The Grid proposal pop-up provides a simple X/Y grid for comparisons.

Use the default values or edit the:

  • Down Payment - Establishes the X-Axis of the Grid Proposal.
  • Term - Establishes the Y-Axis of the Grid Proposal.
  • Payment Range - Indicates the dollar amount of variance added to the Payment, i.e. if the Payment Range is set to “20” and the Payment in the Scenario is $525, then $525 - $545 prints.
  • Click the [Print] button.

propsal11

Four-Square Proposal

The Four-Square Proposal pop-up lets you print a proposal that includes the Trade Allowance, Sales Price, Down Payment (including Rebates), and a Payment. You can adjust the Trade Allowance, Sales Price, Down Payment (including Rebates), and Payment within this popup.

  • Trade - Imports the Trade Allowance from the selected scenario tab in the Sales Desk or Deal. This amount may be edited; however, no calculations are made.
  • Sales Price - Imports the Sales Price from the selected scenario tab. This amount may be edited; however, no calculations are made.
  • Down
  • Cash - Imports the Down Payment from the selected scenario tab. This amount may be edited; however, no calculations are made.
  • Rebate - Imports the Rebate from the selected scenario tab. This amount may be edited; however, no calculations are made.
  • Payment - Imports the Payment in whole dollar amounts from the selected scenario tab. This field is not directly editable.
  • Payment Range - Indicates the dollar amount of variance added to the Payment, i.e. if the Payment Range is set to “20” and the Payment is $525, then $525 - $545 prints.
  • Click the [Print] button.

propsal12

Payment Proposal

The Payment Proposal pop-up permits you to make adjustments to the Term and/or Down Payment in the Scenario. The printed proposal shows up to three different payment amounts. Using the default settings, the Payment Proposal also allows you to shorten the length of the Term, and then have the system calculate the Down Payment necessary to retain the Payment amount displayed on the Scenario.

  • Print Column checkbox - When selected, the column prints on the proposal.
  • Term - Use the default setting or edit as needed. Tab out of the field to pre-view the calculated results before printing.
  • Payment - Indicates the Payment or Payment Range in whole dollar amounts. This field is not directly editable.
  • Payment Range - Indicates the dollar amount of variance added to the Payment, i.e. if the Payment Range is set to “20” and the Payment in the Scenario is $525, then $525 - $545 prints.
  • Click the [Print] button.

propsal13

 

Animated Screenshots 

Setting Proposal Defaults

Using Grid Proposals

Using Four Square Proposals 

Using Payment Proposals

Did this answer your question?