11 Nov How to create a Leasing Quotation ? Microsoft Dynamics 365 | Quote Manager CPQ
Easy & Quick way to create a Lease Quote in your CRM system
Quote Manager CPQ for Microsoft Dynamics 365 has a lease calculator within the quote grid to calculate the monthly lease price based on input parameters i.e interest rate, deposit amount, residual value, and contract length.
Quote Manager CPQ
100% natively in Dynamics 365
The tool calculates the Monthly lease price and cost price, products can be stored in the database as one-off items.
How to use the Lease Calculator in Quote Manager CPQ in Microsoft Dynamics 365?
1. Open the Lease Calculator:
Simply select the relevant item to be leased, and then click the Lease Calculator button.
2. Edit the parameters
You may edit the parameters in the dialog box and see the effect on the figures in real-time.
Upfront Payment
Residual Value %
Term
Interest Rate
The bottom half of the form shows the Sales Price and Cost Price of the product as a whole (Capital, Cost). It also shows the calculated monthly payment value and monthly cost of the lease.
These calculated values will replace the Cost Price and Sales Discounted Price on the Quote Line.
The total contract value for the lease is shown in the field ‘Extended Sales Discounted Price (incl. terms)’.
Summary
Lease Calculator in Quote Manager CPQ for Microsft Dynamics 365 is a useful addon for companies selling capital goods, it allows the user to create a Leasing Quote with just a few clicks. Pre-set calculations ensure that no one can make a costly mistake.
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