Easily Create Quotes for Your Clients!

Advanta's online quote creation tool for our dealers allows you to easily create a quote for your clients with your logo and margin included in just a few clicks!

 

  1. First ensure you have a website login – if you don’t then register here
  2. Login and build a schedule of the products you need to quote (more information on this step here)
  3. Click on ‘Customize’
  4. Click on ‘Upload Logo’ (to the right side of ‘Use My Branding’)
  5. Upload your logo and then click on ‘Update’ to update your profile
  6. Click the button to the left side of ‘Use My Branding’
  7. Enter the percentage markup you would like to add in the box beside ‘Add My Markup’
  8. Click the button to the left side of ‘Add My Markup’
  9. You can now either Print, Email, PDF or Email the finished quote with your logo and markup included!

 

Please feel free to call us if you want any help or guidance, we’re very happy to step you through…

1800 800 980

Scroll down for a ‘How to’ video

Here's a how to video

View this video for a visual guide! 

Note: all pricing displayed in the video is not accurate or indicative – login to view correct pricing

If the video is blurry please click on the cog at the bottom and choose 720p HD or 1080p HD

Please feel free to call us if you want any help or guidance, we’re very happy to step you through…

1800 800 980

 

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