Feature Requests

Add function to print documents from the mobile app.

Ability to send a proposal /pencil through email

We have packets for both new and used car deals. When you open the documents tab the salespeople see the uncategorized forms and need to click to the right on New or Used to see the pre made packets. It would be nice to be able to default to New then have the used tab next to it and the uncategorized documents at the end.

Ability to make custom deal doc folders for like 2024, 2025 without having to sift through tons of docs.

A great feature we had on our previous CRM was the sales numbers on the Buyers Order add and subtract themselves. Though it is a small feature, our sales people used to love it! Would love to see that on DriveCentric.

Would like a desking worksheet setup that outlines everything in an easy to follow setup. MSRP.....Discount....Selling Price...Trade Allowance...Trade Balance...Taxes/Fees....Subtotal. Then Rebates and finally the Total/Final Balance Due. Currently don't see an option to show Rebates in the column with rest of numbers.

need to be able to get to DocuSign from the deal pack in documents somehow (quick button maybe?) . this would be a game changer.

Hello, I would like to change a document group name in our Nissan deal docs. I would like the Trade document group change to VEP.

I'm a manager at my dealership that handles onboarding and training new hires. One thing I've noticed is that new hires always struggle to remember what documents to print and then what order to place them in their deal jackets. I'd like to be able to organize the documents so that when they click to print, the documents will be in order of what they need first and also the order they should be placed in their deal jackets.

All the work that goes into the fillable documents in drive, we should be able to email them straight from the documents action. Instead of having to download and then email them as an attachment.