Show Cobuyer on Proposal | Voters

Show Cobuyer on Proposal

gathering votes

Garrett Dube

Please add both customers to the proposal instead of only listing one person.

Mike Williams

We need this for compliance as well.

Richard Wade

We need to add a co-buyer signature to all proposals. This is part of our compliance.

Cameron Hellmuth

Also show address on proposal

Jacob Coleman

Merged in a post:

Include Co-Buyer Details on Proposal

Steve Gratton

Update the Desking sheet to display co-buyer information, including name, address, email, and phone number.

Jacob Coleman

Merged in a post:

make cobuyer printable on the purchase order

justenn harmon

Jacob Coleman

marked this post as

gathering votes

Jacob Coleman

Hi @Garrett, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.

Garrett Dube

Shelby Parker Yes, both buyer and co-buyer information listed. Address and contact information as well. Thank you

Shelby Parker

Hey Garrett Dube, thanks for your feedback! I have a few more questions for you:

Could you please clarify if you want both buyer and co-buyer names to be displayed on all types of proposals or only on specific ones?
Should the buyer and co-buyer information be displayed side by side or in any specific format?
Are there any specific details (like contact information, address, etc.) for the co-buyer that you would like to be included in the proposal?

ANITA SMITH

Shelby Parker
) Could you please clarify if you want both buyer and co-buyer names to be displayed on all types of proposals or only on specific ones? YES, ABSOLUTELY WHY WOULDN'T IT IF THE VEHICLES IS TO BE REGISTERED IN BOTH NAMES???
) Should the buyer and co-buyer information be displayed side by side or in any specific format?  SIDE BY SIDE THE WAY ALL OTHER AUTOMOTIVE LEAD MANAGEMENT SYSTEMS DO THIS
) Are there any specific details (like contact information, address, etc.) for the co-buyer that you would like to be included in the proposal?  YES, IF WE NEED TO CALL ANY ONE OF THE SPOUSES TO FOLLOW UP OR TO GIVE INFORMATION TO ANOTHER EMPLOYEE, WE HAVE TO GO ALL THE WAY BACK TO OUR COMPUTER TO LOCATE THEIR INFORMATION.  THERE ALSO SHOULD BE A CO-BUYER TAB THAT CAN BE CLICK ON IN THE APP OR EASILY ACCESSED AT THE TOP OF THE SCREEN FOR QUICK REFERENCE

Jacob Coleman

Merged in a post:

buyer and co buyer info on write up sheet

Steve Gratton

Is there anyway to get both buyer / co buyer info on the write up sheet? See document i would like to have

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