Feature Requests

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

In a study conducted at Cornell University in 2009, researchers found that people who received the menu without the dollar signs, spent significantly more money than those who received a menu with the usual currency sign present.

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.

Ability to send a proposal /pencil through email

This is not a token field like "customer name" or "trade-in VIN" nor is it just a text box field. This would be a field that in which text is pre-loaded at the Deal Doc settings level and say "N/A" for example, but when printed by a DriveCentric end-user could be overwritten with their own typing. If you have questions, please reach out for clarity!

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

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.

Prospect sheets have the option for appointment date/time however it does not autofill the information for a client's upcoming date/time. It would be great if the appointment information would feed in automatically similar to how the client's information & VOI are already fed into the sheet.

Also including the Massachusetts Telematics form

I would like a token for the YEAR MAKE AND MODEL in one token