Quoting Without PDFs: Find OEM Program Data Directly in Anvil Pro

For most equipment dealers, managing OEM programs during quoting hasn’t gotten easier; it’s just gotten more fragmented.

Programs live in PDFs. Discounts change monthly. Reps flip between documents, portals, and spreadsheets, manually entering details into quotes and double-checking their work as they go. It’s time-consuming, error-prone, and one missed incentive can change the outcome of a deal.

That’s exactly the problem we set out to solve.

Access OEM program data where you build your quotes

With this product update, dealers can now search for, filter, and apply OEM program and incentive data directly in the quoting tool within Anvil Pro, without leaving the quoting workflow or manually entering program details.

Instead of referencing monthly PDFs or logging into OEM portals, sales teams can:

• View all available OEM programs in one place
• Search by program name or number
• Filter by make, model, or equipment category
• Apply eligible discounts to a quote in just a few clicks

Program data is ingested and searchable inside Anvil Pro so reps can move deals faster with confidence.

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Programs can be filtered and searched from a list of those offered by the OEM. Users can click the dropdown next to each program to see a list of the discounts available through that program.

Why this matters for dealers

This update isn’t about adding another feature. It’s about removing friction from one of the most critical moments in the sales process.

Faster quotes Searching and applying programs takes seconds, not minutes. No more flipping through documents or copying values by hand.

Improved accuracy Program data is applied directly to the quote, reducing the risk of incorrect values or missed incentives.

More consistent processes Sales teams follow the same workflow across locations and brands, creating cleaner quotes and fewer downstream issues.

A better customer experience Faster, cleaner quotes help customers move forward with confidence, especially during high-volume sales periods.

Built to handle OEM complexity

This capability is currently available for dealers using Anvil Pro Quote who manage CNH and AGCO programs, with additional coverage expanding over time.

OEM program documents remain the source of truth. What Anvil Pro does is bring this data directly into the quoting workflow where decisions are actually made.

As new programs become available, they’re added to Anvil Pro and communicated through ongoing product updates. This isn’t a one-time release; it’s a foundation for how Anvil Pro continues to simplify program management moving forward.

“Dealers shouldn’t have to slow down or second-guess their quotes just because program data lives outside the tools they use every day. This update brings that information into the workflow so teams can focus on selling, not searching.” — Britt Busch, Director of Product at Tractor Zoom

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See it in action

If you’re already using Anvil Pro, your Customer Success Manager can help you get started. If you’re exploring Anvil Pro, our team can walk you through how this capability fits into your quoting workflow. See our product release PDF for more details.