Our software touches every detail and intuitively guides you through the project
cycle. Working the software interface from left to right, the user is taken step by step through the
proposal process. Everything in the software is tied to a proposal making it easy to reference any
information. Dealer Choice naturally guides the project along, encouraging and facilitating
through all steps of the sales process including: managing design, placing orders, receiving
acknowledgements, incorporating project management, punch lists, generating invoices, and tracking
payables and receivables.
Proposal Finalization Process
Dealer Choice coined the term “proposal finalization”, which refers to an
proofreading step of the proposal process. The proposal is scanned for incomplete specifications,
discounting discrepancies and missing shipping and installation addresses. It also applies tiered/volume
discounting, freight fees, small order and call before delivery charges.
This process also allows you to combine open market and direct bill orders within the same proposal.
A proposal cannot be emailed, printed or faxed until undergoing a last check via the finalization
This ensures that each proposal is clean and accurate before it is placed in the hands of your
Our accounting module is designed to be easily understood and navigated. We have a
fully detailed audit trail that ensures accountability. We made sure the aspects of accounting manage
Dealer Choice will lay out your organization’s period configurations according to your fiscal calendar.
Multiple periods can be open at a given time. Our permissions system prevents transactions from
in a closed period unless the user has permission to do so.
Our default chart of accounts allows you to begin using Dealer Choice immediately. Accounts can be
(and in many cases imported from your current accounting system), renamed and renumbered.
All transactions are posted in real-time, eliminating the need for batch posting. Our reporting system
displays the most up to date and accurate financial information.
Project Management & Installation
This module has features including an installation and delivery calendar providing
tools to schedule and manage the resources required for each project. It also allows them to create,
and send work orders to the salesperson and upload images of damaged product to the proposal file vault.
By submitting a design request, this module initiates the sales-design interaction.
Design work and billable hours can be tracked throughout the project allowing your dealership to
the profitability potential of your design department.
Project Status Report
The project status report is automatically populated when purchase orders are
created. It is updated automatically as purchase orders are created and acknowledgement data is entered.
This feature allows the progress of a project to be easily tracked.
Proposal File Vault
The file vault is a location where all proposal-related documents, such as
key charts and bills of material can be stored. Documents can be uploaded, downloaded or deleted. Files
the file vault can also be included as attachments to email and faxes sent from Dealer Choice.
Integrated email and fax capabilities give you the option to send proposals,
invoices, or purchase orders without having to leave your desk.
Tailor your site’s user permissions to allow personnel access to only the
that pertains to them. This keeps the user interface clear of non-accessible functions.
Flexible and Customized Reporting
Build, save and even share a variety of reports based on the needs of each
department. At your fingertips, you can view in real-time the information that is your dealership.
Service & Punch
Service work and follow through on project punch list items are handled in this
module. This clean approach allows focus and tracking of service and punch to be contained within the
Automated Customer and Vendor Discounting
Our discounting system can automatically apply discounts to proposals. Standard and
volume discounts are entered into the discount database and then can be applied to the line items
automatically when creating a proposal. Each discount entry requires an expiration date so that expired
discounts cannot be used. Other rules, such as freight fees, call before delivery charges and fuel
surcharges, can be customized to automatically apply as well. This eliminates discounting errors and
allows dealerships to capture costs that otherwise may be forgotten or ignored.