Customer options
A proposal can present supported optional items or lease choices. Required option groups must be answered, and QuoteDeck asks the server to confirm the resulting total before the customer can sign.
Generated documents
The proposal PDF is generated from the saved quote and dealer presentation settings. Cover & Send uses the same customer-facing quote data shown in Review so the preview and delivered proposal remain aligned.
Deposits
When deposits are enabled for the dealer and proposal, the customer can follow the offered payment path. QuoteDeck confirms payment status before presenting it as complete.
Keep in mind: Deposit availability depends on the dealer's configured payment provider. A proposal signature and a deposit are separate events.
Still stuck?
Send the quote number, the step you were on, and the exact message shown to support@quotedeck.io.