03 / SALES PIPELINE

Quote, part-ex and sign — without leaving the deal.

A visual pipeline from first enquiry to signed order — with quoting, part-exchange valuations and e-signatures built into the deal, not bolted on beside it.

app.spectradms.com/sales/deals
Deal pipeline board with open deals and pipeline value
KANBAN PIPELINE

See every deal, and what's stuck.

Drag deals through your own stages and spot the ones going quiet — so nothing stalls between enquiry and handover.

app.spectradms.com/sales/deals
Deal pipeline board with open deals and pipeline value
PART-EXCHANGE

Make a confident offer, on the spot.

Integrated valuations and margin checks let you price a part-ex while the customer is still at the desk, without risking the deal's profit.

app.spectradms.com/sales/part-exchanges
Part-exchange appraisals list with valuations and margin checks
QUOTE & E-SIGN

From proposal to signature in minutes.

Generate a branded proposal with the vehicle details already filled in, then close it with Spectra eSign — signed on any phone, no app or login needed, drawn, typed or tapped, with the deal moving on automatically the moment it's signed.

spectradms.com/proposal
Customer-facing online proposal page confirming acceptance of a vehicle quote
EVERYTHING IN SALES PIPELINE

The full capability list.

Pipeline

  • Visual Kanban deal board
  • Customisable sales stages
  • Sales target tracking
  • Win/loss analysis

Quote & close

  • Proposal and quote generation
  • Sign on any phone — no app, no login
  • Multi-signer envelopes (in order or in parallel)
  • Automatic signing reminders
  • Tamper-evident audit certificate on every signed PDF
  • Decline with a reason, tracked
  • Part-exchange valuations
  • Commission calculations

Order to delivery

  • Sales order management
  • Deposit and payment tracking
1 board
whole pipeline
<2 min
to a proposal
0
deals re-keyed
100%
signed digitally

Close the whole deal in one place.