E-Signatures
gathering votes
M
Matthew Hamilton
Allow desk documents to be signed with e-signatures using iPads, standing alone and separate from any digital retailing tool in development.
Shawn Goebel
Merged in a post:
Docusign
K
Kris Pegram
Docusign
Shawn Goebel
Merged in a post:
Collect a document signature via text
C
Celeste DesRosiers
It would be great if we could collect a signature on a purchase and sales agreement or other deal documents via TEXT MESSAGE or EMAIL. Even better if we could upload a document manually and add a signature box for non-sensitive documents.
It would help to gain a solid commitment from the customer and having them take mental ownership when negotiating a deal remotely.
Shelby Parker
Hey Celeste DesRosiers, thanks for your feedback! I have a few more questions for you:
- What types of documents do you most frequently need to collect signatures for via text or email?
- Are there any specific security or compliance requirements we should be aware of when implementing this feature?
- How important is the ability to manually upload documents and add signature boxes for your workflow?
C
Celeste DesRosiers
Shelby Parker
- Any Document that may have been missed during the signing process would need security and compliance requirements, this could be a later on feature. Initially it would be helpful just to be able to get a signature on the purchase and sales agreement or worksheet so that the customer isn't just agreeing over the phone, but taking mental ownership by signing a document. That would be a good starting point. Those documents would not need to contain sensitive info.
- Even without security we would be able to send out rebate forms that are sometimes missed and necessary for Ford customers when a rebate has been applied the their deal, or other documents such as service contracts or aftermarket sale that do not contain sensitive information.
- The ability to manually upload a document and add signature boxes would only be necessary if the security features are in place.
- If a secure signing portal was implemented, it would eliminate our need to use and pay for DocuSign as well.
C
Celeste DesRosiers
Not to mention, you would be the ONLY CRM that I know of that would have that feature available. :)
Drew Adler
Merged in a post:
Document signatures
J
John Henry
Would like to have a digital signature for custom documents. As of right now we have to print them out, have the customer sign and then upload them back in to drive centric.
J
John Lank
We are working towards a paperless in person sales process and have an e-sign feature would be AMAZING!!!
Drew Adler
gathering votes
J
Jason Nieblas
Drew Adler: We do a ton of deals out of state or remote deals. Having forms that are available for e-signatures would help speed up the buying process for the customer and the dealership. Gives all managers a way to stay on top of each even when they are out of office since they could see it in Drive
Shawn Goebel
Merged in a post:
Mobile Test Drive Form
C
Caleb Cole
Adding an option for initialing a test drive consent form for the mobile app. Eliminating additonal trips between the lot and office.
B
Brandon McKee
Yes I agree with this!
H
Hipolito Claudio
Also for out of town guest would be a great idea
Shawn Goebel
under review
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