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Planned — not yet shipped. The structured lease-quote calculator and renewal-offer workflow described below are roadmap items, not live product. Today, quote generation happens through the AI Assistant's "Generate a new lease quote" and "Generate a renewal / EoT quote" quick actions — see the AI Assistant doc.

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Sharpei will include tools for generating lease quotes and renewal offers to help close deals and retain customers.

Lease Quote Generation

Platform AI assistant for generating lease quotes

Generate detailed lease quotes for customers:

Configurable Parameters

• Equipment value — Total value of equipment being financed
• Down payment — Percentage or fixed amount upfront
• Lease term — Duration in months (12, 24, 36, 48, 60)
• Maintenance inclusion — Optional maintenance package
• Insurance — Optional insurance coverage

Quote Output

• Monthly payment — Calculated based on all parameters
• Total cost — Full cost over the lease term
• End-of-term options — Buyout, return, or renewal pricing
• Comparison view — Compare different term lengths side by side

Renewal Offers

Applications list for managing renewal offers