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Calculate a loan for a car, download the PDF or the Excel file, and send it to the customer through the chat or WhatsApp, with your name and a reference number to follow up.

From each car's details you can quote a loan with the financing products that apply to that unit, and share the quote with the customer. Every quote carries a reference number and says who looks after the customer, so you know who made it and the customer knows who to reach.

Watch it on video · 2:06Quote a loan and send it to your customerCliquéalo Academy · Financing

Before you start

Only cars can be quoted. Properties don't have the «Cotizar» ("Quote") section.
The car needs year, mileage, make, model, body type, fuel, and transmission.
You need at least one active credit product that applies to that car. If there isn't one, you see «No hay productos de crédito aplicables a esta publicación.» ("There are no credit products that apply to this ad."). See Financing.
The first time you quote, we ask for your details for quotes. See Your details on quotes.

Your details on quotes

Until you have them, above the quote tool's buttons you see «Para cotizar, agrega tu nombre y el teléfono en el que te buscan tus clientes. Así tu cliente sabe quién lo atiende.» ("To quote, add your name and the phone number where your customers can reach you. That way your customer knows who is looking after them.") and the «Agregar mis datos» ("Add my details") button. If you tap «Descargar PDF», «Descargar XLSX», or «Enviar al cliente» before filling them in, «Tus datos en las cotizaciones» ("Your details on quotes") opens.

Enter your name

In «Nombre y apellidos» ("First and last name") enter your name as your customer will see it, for example «María López». If we already had your name, it's filled in so you can review it.

Enter how to reach you

Enter the «Teléfono para tus clientes» ("Phone for your customers"): the number where they can call or text you; it can be your WhatsApp. If you want, add the «Correo para tus clientes (opcional)» ("Email for your customers (optional)"). If your plan is handled by Cliquéalo, these two fields don't appear (we explain why below).

Save

Tap «Guardar y continuar» ("Save and continue"). You see «Listo, guardamos tus datos.» ("Done, we saved your details.") and the download or send you asked for continues on its own.

Afterwards, above the buttons you see «Te atiende en la cotización:» ("Looking after you on the quote:") with your name and phone. To change them tap «Cambiar mis datos» ("Change my details"), or go to AjustesCuentaDatos personales ("Settings > Account > Personal details"), under «Tus datos en las cotizaciones». They belong to each store: if you work at several, you fill them in for each one.

Your name has to look like a person's: a first name and at least one last name, with no numbers, emails, web addresses, or words like «prueba» ("test"), «ventas» ("sales"), or «admin». Accents, hyphens, apostrophes, and initials with a period, like «J. López», are accepted.

Who appears to follow up depends on your plan:

Applies if you pay for your plan, if you're in your trial days, or if it's free. We ask for your name and phone; email is optional. On the quote, «Te atiende» ("Looking after you") shows your name, «Vendedor de» ("Salesperson at") and your store's name, your phone, and your email.

Quote

Open the quote tool

Go to PanelInventario ("Panel > Inventory"), open the car, and choose «Cotizar». At the top you see «Cotizar esta unidad» ("Quote this unit") and how many products apply.

Choose the product

In «Producto de crédito» ("Credit product") choose the bank and the product. «Cómo funciona» ("How it works") explains that product's minimum and maximum down payment.

Adjust down payment and term

Enter the «Enganche» ("Down payment"). If it's out of range, you see «Fuera del rango: al salir del campo se ajusta a…» ("Out of range: when you leave the field it adjusts to…") and it corrects itself. Choose the «Plazo» ("Term") in months.

Review the result

You see the monthly «Pago estimado» ("Estimated payment"), the rate, the «Precio» ("Price"), the «Enganche», the «Financiado» ("Financed"), and the «Total crédito» ("Total loan").

With the result on screen you can:

«Ver amortización» ("See amortization"): opens «Amortización completa» ("Full amortization"), with the month-by-month table.
«Descargar PDF» ("Download PDF") or «Descargar XLSX» ("Download XLSX"). While it's generating it says «Generando…» ("Generating…"); when it's done you see «PDF descargado.» ("PDF downloaded.") or «Excel descargado.» ("Excel downloaded.").
«Enviar al cliente» ("Send to customer").

Every PDF, Excel file, or send is recorded with its own reference number in the car's history.

What your customer sees

At the top: your store's name, the «Folio» ("Reference number", eight characters, for example «3F2A9C1E»), the date, and the bank.
«Te atiende»: who follows up and how to reach them, according to the tabs above.
The loan: product, price, down payment, amount financed, term, estimated monthly payment, breakdown, and amortization table.

If a buyer requests the quote from your ad's simulator, the person in charge of the ad appears. If your store follows up and that person hasn't filled in their details yet, «Te atiende» shows your store, «Contacto de la tienda» ("Store contact"), with the store's phone only if you have it set as public, and «Preparada por» with that person's name if we know it.

The email the customer receives repeats «Folio», «Te atiende», «Teléfono» ("Phone"), and «Correo» ("Email"). The Excel file has them on the «Resumen» ("Summary") sheet, along with «Fecha» ("Date") and «Vendedor» ("Salesperson").

Send to the customer

When you tap «Enviar al cliente», «Enviar cotización» ("Send quote") opens. Choose the channel:

Choose the customer's «Conversación» ("Conversation"). The quote arrives as the «Cotización estimada» ("Estimated quote") card inside the chat. This option is only enabled if the car has conversations.

Tap «Enviar cotización». You see «Cotización enviada en el chat de Cliquéalo.» ("Quote sent in the Cliquéalo chat.") or «Cotización enviada por WhatsApp.» ("Quote sent by WhatsApp.").

History

In the car's «Cotizaciones» ("Quotes") section you see «Cotizaciones recientes» ("Recent quotes"). Each row shows:

The customer's contact. If there isn't one, it says «Descargada en el panel» ("Downloaded in the panel"), «Enviada por el chat» ("Sent through the chat"), or «Sin datos del cliente» ("No customer details").
«Folio …» ("Reference number …"), the term, and the monthly payment.
«Vendedor: …» ("Salesperson: …"), «Atiende: …» ("Followed up by: …") when it isn't the salesperson, and where it came from: «Desde tu anuncio» ("From your ad"), «Desde el panel» ("From the panel"), «Por WhatsApp» ("By WhatsApp"), or «Por el chat» ("Through the chat").
The date and time.

If there are none, you see «Sin cotizaciones» ("No quotes").

Quotes buyers request from your ad's simulator also create a credit case. See Cases and interactions.

The usual case

You quote in the chat

The buyer asks about payments. You open «Cotizar», adjust down payment and term, and send it through «Chat Cliquéalo» ("Cliquéalo chat"). They get the card in the conversation.

Something doesn't work the first time

Customer at the agency

You help them in person. You download the PDF and print it for them or send it through «WhatsApp externo» ("External WhatsApp").

Something doesn't work the first time

A customer asks about their quote

They share the reference number. You look it up in the car's «Cotizaciones recientes» and see who made it, when, and with what payment.

Worst case

WhatsApp doesn't confirm

You see «La cotización quedó preparada, pero WhatsApp no confirmó el envío.» ("The quote was prepared, but WhatsApp didn't confirm the delivery."). Download the PDF and send it yourself, or try later.

Special case

The car has no products

If no product applies (because of the car's year, mileage, or origin), you can't quote that car. Review your credit products.

Special case

It's your first quote

You tap «Descargar PDF» and «Tus datos en las cotizaciones» opens. You enter your name and phone, tap «Guardar y continuar», and the PDF downloads with your details.

Errors

What you see · Quote

«Antes de cotizar, completa tus datos para las cotizaciones.»

Before quoting, complete your details for quotes.

What it means. You're missing your name or, if your store follows up, your phone.

What to do. Fill them in under «Tus datos en las cotizaciones» and tap the button again.