Evolving the Sales Workflow: What to Know About the Enhanced Integration Between AgentDealer and GreatAmerica

As technology providers look for ways to improve margins and reduce complexity, automating manual processes has become essential. Sales reps often juggle multiple platforms: CRMs, financing portals, digital document tools, and more. Constantly switching from one platform to another slows down the sales cycle and adds unnecessary friction. 

GreatAmerica helps solve this by investing in integrations with the software and systems our customers use to run their businesses. By embedding financing tools into the platforms dealers rely on every day, we make doing business easier, faster, and more aligned with how sales teams actually work. 

One of those integrations is with AgentDealer, a CRM built specifically for office technology providers. Together, we’ve created a seamless experience that brings financing directly into the sales workflow, no switching systems or extra steps. With the latest enhancements released in September 2025, dealers now have even more functionality at their fingertips to streamline operations and close deals faster. Let’s dig in. 

By embedding front-end financing tools directly into the AgentDealer CRM, sales reps can manage quoting, credit applications, document generation, funding, and even end-of-term quote creation all in one place. This reduces manual data entry and helps your team stay focused on selling and serving customers. Here’s a breakdown of the full capabilities available through the integration:

Quoting & Credit Applications 

Initiating the financing process has never been easier. From quoting a payment to credit decisions, your team can move faster and stay focused thanks to the following features: 

• Create quotes with daily rate updates
  Generate accurate financing quotes using real-time rate data from GreatAmerica, ensuring your proposals are always current.
  
  
• Submit credit applications directly from AgentDealer
  No need to log into a separate portal. Simply fill out and submit within your workflow. Once a credit application is submitted, GreatAmerica returns an application number that can be referenced throughout the process and the life of the agreement.
  
  
• Track credit application statuses
  Stay informed on approvals and next steps without leaving the CRM. This visibility helps reps follow up faster and keep deals moving. 

Document Generation & Signing 

Once a credit application is approved, the integration makes it easy to keep the momentum going. 

• Generate digital lease documents 
  Create lease documents in just a few clicks, reducing the risk of errors and delays.
  
  
• Obtain digital signatures 
  Speed up the process with secure, integrated e-signature functionality through DocuSign.

Lease Data & Agreement Access 

Once a lease is active, staying informed is key. The integration gives your team quick access to the data and documents they need to support customers and manage agreements efficiently. 

• Retrieve daily lease data updates automatically 
  Key contract fields such as equipment payment, remaining payments, buyout, and upgrade information are updated automatically. No manual requests needed. 
  

What’s New: 2025 Enhancements

The latest round of updates makes the integration even more powerful and complete: 

• Submit funding worksheets and invoices 
  Finalize deals faster by submitting funding documentation directly through AgentDealer. This streamlines the post-sale process and reduces turnaround time.
  
  
• Upload supporting documents 
  Attach necessary files and documentation right from the CRM, keeping everything organized and accessible.
  
  
• View invoices   
  Gain visibility into customer billing history without switching systems. This helps sales and service teams stay aligned and informed.
  
  
• Access executed agreements for current customers 
  Quickly reference signed documents when you need them, helping your team stay informed and responsive.
  
  
• Create end-of-term quotes
  Proactively manage lease renewals and upgrades with built-in quoting tools for end-of-term scenarios. This helps dealers retain customers and grow recurring revenue. 

Ready to Get Started? 

By integrating financing into the CRM your team already uses, you eliminate friction and unlock new levels of productivity. Whether you're quoting new deals, tracking lease data, submitting funding paperwork, or preparing for a lease renewal, the tools you need are right where your team already works. This not only saves time, but it also improves accuracy, reduces delays, and creates a better experience for your customers. 

If you’re ready to streamline financing into your sales process, it’s time to give this integration a try. We encourage you to contact your GreatAmerica representative or email integrations@greatamerica.com for more information on getting started.