CDFS Advantages
Quote Tool
Designed and created by CDFS, the online Quote Tool automates much of the lease origination process by providing an easy-to-use system to create a custom proposal that includes hardware, software, warranties and services. The application and electronic submission of a lease request expedites the lease process.
Online access from remote locations.
Lease approval documents are executed via online processes.
Purchase orders are automatically generated from the dealer’s system quote and submitted directly to each of the vendors.
Once equipment is accepted by the Lessee, purchase orders and lease document info can be transferred directly into CDFS’s proprietary CRM system (ACP), again minimizing time and data entry errors.
The Quick Quote version allows partners or end users to estimate a monthly payment and quickly apply for financing at www.cdf-solutions.com/finance
The Quick Quote Tool can be customized and link shared from vendor or partner’s website.
Asset & Contract Management
Our CRM system (ACP) contains all of the data needed to manage the Assets, Contracts and Programs that make up and supports our business. With automated interfaces to many databases, including external data such as sales tax tables, and our accounting system, we are able to operate very efficiently which helps minimize expenses and provide extensive reporting and revenue share with our partners.
Vendor Benefits
24 – 48-hour quote turnaround for transactions less than $25,000
Offer customized financing solutions and revenue share models
Accommodate long-term rollouts
Ability to resell to same customers
Sell payments, not cost of hardware
Competitive lease prices and terms
Prompt payments and reporting
No capital investment
No tax compliance issues