Link How-To Guide

How do I log in to Link using my registered email and OTP?

To log in, enter your registered email address on the Link login screen. An OTP is sent to your email. Enter the OTP to complete verification and access the platform.

How do I create a new quotation in Link?

Navigate to Proposals & Quotations and select Create New Quotation. Enter the quotation name, choose the product type, asset type, client type, and credit tier, then provide the required financial details to generate the quotation.

How do I compare multiple quotations?

From the Quotations tab, select the required quotations and use the comparison option available in the ellipsis menu to review key financial details side by side.

How do I download a generated quotation?

Open the quotation from the Quotations tab, click the ellipsis menu, and select Download Quotation to save a copy for offline review or sharing.

How do I submit a quotation to the client?

After finalizing the quotation, submit it to the client directly from the quotation screen, enabling the client to review and proceed with acceptance.

How do I convert an approved quotation into a proposal?

From the Quotations tab, open the approved quotation and select Convert to Proposal. The system carries forward quotation details into the proposal for further processing.

How do I upload and manage proposal documents?

Open the relevant proposal, select Upload Documents from the ellipsis menu, and upload documents into the pre-configured document slots as required.

How do I track the status of quotations and proposals?

Use the Workqueue to view all quotations and proposals. The current state, last updated date, and other key details are displayed in the respective tabs for easy tracking.

How do I communicate with brokers or dealerships using Chat?

Click the chat icon at the bottom-right corner of the screen to view previous conversations or start a new chat, enabling real-time communication between brokers and dealerships.

How do I view the history of changes made to a proposal or quotation?

Open the proposal or quotation and select Diary from the ellipsis menu to view a complete log of status changes, updates, and actions performed.