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Sales Rep Information
Sales Rep *
Date *
Customer Information
Company Name
Contact Name
Phone Number
City & State
Pricing
Retail Price
$
Offer #1
$
Offer #2
$
Offer #3
$
Best Offer
$
Pay Date
Unit Information
Unit #
Viewed
Onsite
Video
Unseen
Terms
Buying Today
Payment Method
Cash
Wire
Check
Finance
Payment Due Upon Pick Up
Finance Information
Lender Name
Lender Contact
Notes from Sales Rep
Invoice Payment Terms
• Wire, Cashier Check. Cash to be paid in 2 days, Financing paid in 5 days
•
Items for Finance:
Customer Approval Letter and Acceptance to Finance Terms, Insurance Quote
•
Items Pay Upon Pick Up:
Agreed Price, Plane Ticket, Date of Arrival within 2 days of invoice
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