Digital pencils that close deals faster.
Templates set the guardrails. Live math updates every keystroke. Managers approve in one tap. And every quote is a branded, shareable link your customer can open on the way home.
Free 14-day pilot · No DMS switch · Live in a week.
A repeatable loop, not a one-off script.
- 1
Pick a template
Standard term, APR, doc fee, and tax rate defaults from your store — no more math on a napkin.
- 2
Build the pencil
Vehicle price, trade, down, rebates. Amount financed and monthly recalculate live as you type.
- 3
Compare scenarios
Stack 3–5 payment options side-by-side. Flag the recommended one.
- 4
Send for approval
One click routes to a manager. Approve, reject, or request changes — every action is logged.
- 5
Share with customer
A branded quote page at a private URL — text it, email it, drop it in the reply thread.
What it reads, how it thinks, what it ships.
- Vehicle price, trade allowance/payoff, cash down, rebates
- Doc fee, tax rate, APR, term (months)
- Optional template defaults per store
- Sales tax on taxable base (price − trade allowance)
- Amount financed = price + tax + doc − down − net trade − rebates
- Standard amortization (PMT) for monthly payment
- Live monthly payment + total cost of the deal
- 0–N alternate scenarios flagged with a recommended pick
- Shareable branded quote page at a private token URL
A real recommendation, not a dashboard to hunt through.
Every run posts a decision-ready card to your Command Center — with the math shown, the writeback pre-wired, and a one-tap path to approve, edit, or hold.
- Best payment
- $489/mo · 84 mo · 7.9%
- Shorter term
- $612/mo · 60 mo · 6.9%
- More down
- $445/mo · 72 mo · 7.4%
Named plays, on a schedule you set.
First-response desking
Manager blitz
Delivery close
Templates, scenarios, approvals, and a shareable quote — one screen, sixty seconds.
Reusable templates
Standardize term, APR, doc fee, and tax by store. Change one, apply everywhere.
Side-by-side scenarios
Show the shorter term next to the lower payment. Let the customer pick.
Approval workflow
Draft → pending → approved. Only managers can approve. Full decision trail.
Shareable customer quote
A polished, branded page at a private token URL. No login required.
“We stopped losing deals to the customer walking away for 'just one more number.' The scenario page is what closes it.”
Grab the Desking one-pager.
A single page you can forward to your GM, dealer principal, or ops lead — the workflow, the math, and the outcomes on one sheet.
- Inputs, reasoning, outputs
- Sample recommendation card
- Named playbooks & outcomes
The questions dealers ask us first.
Is the payment math accurate?+
Yes — standard amortization (PMT) on amount financed. Sales tax computed on the taxable base after trade allowance.
Who can approve?+
Owners, managers, and admins. Sales staff can build and submit but not approve their own pencils.
Can we revoke a share link?+
Yes — delete or archive the deal and the token stops resolving. Regenerating a token is a one-click action.
Does it write back to the DMS?+
Approved pencils flow into the desk log. DMS writeback follows the same adapter pattern as Pricing Scout.
Turn every walk-in into a delivered deal.
Templates, scenarios, approvals, and a shareable quote — one screen, sixty seconds.