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Quotes - Quoting Configurations

💲 Quoting Configurations -

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Name

Description

No quoting configurations found.

0 items

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Select an quoting configuration to view or edit. Click New to create a new configuration.

💲 Quoting Configurations - New

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General

Defaults

Plans

Quoting Configuration Details

Name:

Description:

Delay Factor Chart:

Minimum Quote Amount:

Allow First Due Days:

Allow Equal Pay Quotes:

Daily First Due increase %:

Maximum APR Increase %:

Maximum APR Decrease %:

Max Finance Broker Fee %:

Increase Over Min Earned %:

Min Policy Term (Months):

Max Policy Term (Months):

Allow Drafts:

Allow Drafts on AP Quotes:

Minimum Quote Compared to:

First Due Days:

Maximum Equal Payments:

Allow Disbursement Delay:

Allow Change of First Due:

Fold Non Refundable Fee:

Use State Maximum APR:

Scale Down Payment and Installs:

Allow Personal Loans:

Allow Commercial Loans:

Draft Printing Setup

Payable To

Amount

Personal Quote:

Commercial Quote:

Default Values

Allow Monthly Installments:

First Due is after the effective date.

Allow Quarterly Installments:

First Due is after the effective date.

Allow Semi-Annual Installments:

First Due is after the effective date.

Allow Annual Installments:

First Due is after the effective date.

Default Billing Cycle:

Default Billing Method:

Default Loan Type:

Assigned Configuration Plans

Name

Criteria

Installments

Down Pay %

No Configuration Plans Assigned.

Assigned Global Plans

Name

Criteria

Installments

Down Pay %

No Global Plans Assigned.

Quoting Plan

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Quoting Plan Details

Name:

Description:

Select to prevent the quote from calculating if the criteria on this plan are met.

Quoting Plan Criteria

Criteria

No criteria added.

New Criteria

Plan Type:

Field to Compare:

Quoting Plan Values

Default Installments:

Minimum Installments:

Maximum Installments:

Default Down Payment %:

Minimum Down Payment %:

Allow Disbursement Delay:

Allow Equal Payments:

Allow Personal Loans:

Allow Commercial Loans:

Global Quote Plans

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Name

Criteria

Installments

Down Pay %

No Global Plans available.