DEALBRACE
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Deal:  |  Equipment:
PREVIEW
📧 Doc Request —
DOCUMENT REQUEST FORM
REP: SOURCE: APPROVAL #:
CUSTOMER LEGAL NAME:
CROSS CORP: FEDERAL TAX ID:
BILLING ADDRESS:
PHYSICAL ADDRESS (NO PO BOX):
EQUIPMENT STORAGE LOCATION:
PHONE 1: PHONE 2: EMAIL:
SIGNER: TITLE: PG REQUIRED:
SIGNER: TITLE: PG REQUIRED:
SIGNER: TITLE: PG REQUIRED:
NUMBER OF VENDORS: PREFUNDING: % CLEAR INVOICES OR QUOTES REQUIRED
VENDOR NAME: CONTACT:
PHYSICAL ADDRESS (NO PO BOX):
PHONE 1: PHONE 2: EMAIL:
EQUIPMENT DESCRIPTION:
YR: MAKE: MODEL: VIN:
EQUIPMENT COST:$ DOWN PAYMENT:$ TERM:months
MONTHLY PYMT:$ BUY OUT:
ADVANCE PAYMENTS:
BUY RATE: POINTS ADDED: SELL RATE: COMMISH ON COST:$
BONUS: DOC FEE:$ ORIGINATION FEE:
WHO IS HANDLING TITLING?
TAX:
INSURANCE:
GPS/SITE CONTACT:
SPECIAL DOCUMENTATION INSTRUCTIONS:
BONUS WILL BE MAILED TO:(ORIGINAL W9 FORM REQUIRED)
LESSEE INVOICE INFO TAX CALC. DOCUMENTATION DEPARTMENT ONLY
FIRST PAYMENT:$
SALES/USE TAX:$
LAST/SECURITY:$
SALES/USE TAX:$
PROCESSING FEE:$
ADDITIONAL FEES:$
MONIES RECEIVED:$
TOTAL DUE:$
TAX METHOD:
TAX RATE:%
AMOUNT:$
TAX:$
TOTAL:$
Processor use only — fill on document prep.
Excel / PDF export runs on the office Mac. On the web app use 🖨️ Print / PDF → “Save as PDF”.
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