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Deal Presentation

Joe Trucking - U12345

Sales Rep Information

Sales Rep
Dom
Date
01/23/2026

Customer Information

Company Name
Joe Trucking
Contact Name
Bill Bob
Phone
123-456-7892
City & State
Santa Rosa

Pricing

Retail Price
$49,900.00
Offer #1
$35,000.00
Offer #2
-
Offer #3
-
Best Offer
$40,000.00
Pay Date
01/23/2026

Unit Information

Unit #
U12345
Viewed
onsite

Terms

Buying Today
Yes
Payment Method
cash
Finance
No
Payment Due Upon Pick Up
No

Notes from Sales Rep

Customer drove from LA to buy a truck because his old one broke down

Notes from Manager

Hold tight customer didnt drive all the way up here for nothing

Manager Approval

Approved Amount
$49,000.00
Manager Approval
Jesse Smith
Approval Date
01/23/2026
Delivery/Pick Up Date
01/23/2026