Quoting in Alfa Systems empowers brokers, vendors and end customers to handle the entire asset finance product spectrum, from retail credit agreements to complex tax-based leasing.

Integrated directly within Alfa Systems, users can create, edit and manage quotes through a unified experience that combines pricing, underwriting, product configuration and workflow management in a single platform.

With sophisticated evaluation, sales workflow and business rules (see Process Automation), Quoting in Alfa Systems features a single, integrated pricing engine that can solve for multiple targets on a before- or after-tax basis for leases or loans.

Quotes can be created and managed across complex financial structures, with support for simple or structured rental profiles, multi-asset transactions, commissions, rates, residual values and value-added products. A single, integrated pricing engine supports both quotation and in-life changes, while financial structures can be tailored for individual markets. Integration with industry-standard catalogues enables complete asset classification, including vehicle options and configurations.

These templates can be created and deployed rapidly, enabling optimum speed to market and featuring fully flexible payment profiles configured as required. Commissions and subsidies can then be calculated automatically from converted quotes.

Frame or master agreements allow you to set customer- or vendor-specific defaults and rules, meaning the end user enters only minimal detail within preconfigured restrictions.

Quotation in Alfa Systems

• Quote creation and management within Alfa Systems
• Support for complex rental structures and product configurations
• Multi-asset quoting and value-added products
• Complete asset classification
• Master agreements and pipeline management
• Templates and business rules
• Single, integrated pricing engine for quotation and in-life changes
• Quote history and version management