Pencil My Deal: Automotive Deal Desking Platform

A digital deal desking platform that helps automotive dealerships structure vehicle financing offers, present payment options clearly, and manage negotiations efficiently through an intuitive system designed for faster deal closing.

Pencil My Deal
Deliverables

UI/UX Design, Admin/Backend, Testing & Support

Deliverables

Platform

Website

Platform

Pencil My Deal

Business Impact and Performance Outcomes

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Faster Deal Processing

Automated deal calculations and structured payment presentations help sales teams prepare financing options quickly. This reduces manual work and enables dealerships to move negotiations forward with greater efficiency.

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Higher Closing Rate

Clear payment options and transparent deal structures help customers understand financing choices better. This clarity supports faster decision-making and improves overall deal conversion during the sales process.

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Increased Gross Profit

Integrated add-ons and optimized deal structuring allow dealerships to present profitable financing packages. Sales teams can include additional products while maintaining clear and competitive pricing for customers.

Project Overview

Project Overview

Automotive dealerships frequently struggle to structure vehicle financing deals quickly during customer negotiations. Manual calculations, disconnected tools, and unclear payment breakdowns slow the sales process and make it harder for buyers to compare available financing options, creating inefficiencies for sales teams managing multiple deals simultaneously.

To address this challenge, the client partnered with JPLoft to develop Pencil My Deal, a digital deal desking platform for automotive dealerships. The system enables sales teams to calculate financing options, structure deals, present payment plans clearly, and manage add-ons, taxes, and trade-ins within one streamlined interface.

Team Size
Team Size

2-3 People

Timeline
Timeline

2-3 months

 Discuss Your Project
Discuss Your Project
Project Challenges

Project Challenges

Developing the platform presented several challenges, including maintaining financial accuracy while supporting fast and intuitive dealership negotiations.

  • Structuring vehicle financing calculations while ensuring accurate pricing, taxes, and fee breakdowns.
  • Presenting multiple payment options clearly during customer negotiations in real time.
  • Integrating add-on products such as warranties, protection plans, and service packages.
  • Managing trade-in values and financing adjustments within a single deal structure.
  • Maintaining fast performance while processing complex financial calculations during active deals.

Project Solutions

To address these challenges, JPLoft planned for a solution focused on accurate calculations, structured payment presentation, and efficient dealership workflow support.

  • Built automated calculation modules handling pricing, taxes, and financing structures.
  • Designed comparison views enabling sales teams to present multiple payment options easily.
  • Integrated add-on product modules allow dealerships to include additional revenue items.
  • Developed trade-in management tools adjusting financing values within the deal instantly.
  • Optimized backend performance to ensure smooth processing of real-time deal calculations.
Project Solutions
Pencil My Deal Logo

“JPLoft demonstrated strong technical expertise throughout the development process. Their team communicated clearly, understood our dealership workflow requirements, and delivered a reliable platform that supports faster deal structuring and better financing presentations.”

Our Development Approach

A structured development strategy ensured that the platform delivered accurate deal calculations, smooth usability, and reliable performance for dealership sales teams handling multiple financing scenarios.

  • EXPLORE

    planning icon Planning

    Market study

    User needs

    Tech scope

  • Design icon Design

    Wireframes

    UI/UX flow

    Branding

  • IMPLEMENT

    Development icon Development

    Frontend & Backend Setup

    POS Integration

    Analytics Setup

  • Testing icon Testing

    Bug fixes

    Performance check

    Security test

  • EXECUTE

    Launch icon Launch

    Platform live

    Marketing push

    User onboarding

  • Maintenance icon Maintenance

    Regular updates

    Feature upgrades

    User support

Project Features

Pencil My Deal helps automotive dealerships structure vehicle financing deals, present payment options clearly, and manage negotiations efficiently through an intuitive and streamlined deal desking interface.

Project Features
1
Deal Structuring System

Sales teams structure vehicle deals, including pricing, financing terms, and fees.

2
Multiple Payment Options

Displays different financing scenarios, allowing customers to compare payment plans easily.

3
Add-On Product Integration

Dealers include warranties, service contracts, and protection plans within financing deals.

4
Trade-In Value Management

Sales teams incorporate customer trade-in values directly into the deal structure.

5
Automated Tax & Fee Calculation

System calculates taxes, licensing fees, and additional charges accurately.

Color Palette & Typography

fonts
#f27245
#384759
#000
#FFFFFF

Platform Visuals

The interface focuses on clarity and structured presentation of financial information. Organized deal views, clear payment comparisons, and intuitive navigation help sales teams structure financing options efficiently during customer negotiations.

Pencil My Deal Screen
Pencil My Deal Screen
Pencil My Deal Screen
Pencil My Deal Screen

Tech Stack

A scalable technology stack supports accurate financial calculations, secure data handling, and reliable performance for dealership deal management workflows.

Laravel
Laravel
MySQL
MySQL
Result & Business Impact

Result & Business Impact

  • Improved efficiency in structuring vehicle financing deals during dealership negotiations.
  • Enabled clear comparison of payment options for customers evaluating financing plans.
  • Simplified inclusion of add-on products and trade-in values within deal structures.
  • Reduced manual calculations through automated tax, fee, and financing processing.
  • Created a scalable system supporting consistent dealership sales workflow management.

Build Your Next Automotive Software Platform with JPLoft

We design and develop scalable platforms that streamline workflows and improve business operations

Build Your Next Automotive Software Platform with JPLoft

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