New Quote
Quote workflow
Complete each step before sending the customer-ready PDF.
1. Merchant
Choose merchant
2. Statement
Import activity
3. Pricing
Set program
4. Equipment
Choose device
5. Deliver
Save first
Pricing not ready
Select the merchant and processing program, then enter or import current fees and card activity. Savings and proposed fees will appear only after those inputs are present.
Customer Information
This selection locks the application to the bank’s original PDF; recreated forms are not allowed.
Current Processor Fees
Enter any 2 of the 3 fields — the third will be calculated automatically.
Visa 48% (30% debit) · MC 28% (30% debit) · Amex 14% · Discover 6% (10% debit) · PIN Debit 4% · avg ticket $75 / debit $55
Devices
No devices added yet. Use a standard lease above or add a custom device.
Passthrough
$0.00 (0.30%)Processor FeesInterchange+
Merchant Activity
Interchange+ Live Rate Calculator
Card Present blended interchange + 0.30% markup = 0.300% estimated rate before other fees
Live Card Present Interchange Rates
Blended Interchange: 0.000% + $0.000/txn
Network assessments, processor pass-throughs, device, software, and monthly charges may be additional. Confirm actual card mix and all fee categories before presenting a total cost.
Estimated Card Type Mix
Mix total: 100% — adjust as needed (totals don't need to equal 100; weights are proportional)
How it works: We blend live Card Present interchange rates from your Interchange Rates table across the card-type mix above, then add your 0.30% processor markup. This is a planning estimate (0.300%) used for the volume-fee calculation, not a guaranteed all-in merchant rate. Verify network assessments and other charges separately.
PIN Debit Passthrough Savings
Interchange passthrough + $0.26/txn markup vs. current processor fees
Enable to calculate savings using live interchange rates + your markup
Keyed-In Entry Savings Calculator
Calculate savings for merchants with manually keyed transactions
Enable to calculate savings for keyed-in entry transactions
Notes
No notes yet
No proposal to display yet
Import the merchant statement or enter the actual card activity and current fees first. Do not use a zero-activity estimate as a quote.
