Feature Requests

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

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.

Since we can/do input business names and addresses into a customer record, is it then possible to create such a specific tokens for us to use in those cases - and maintain primary and co-owner customer token contents as well. Sometimes we actually have such cases and now must manually fill out a Business Credit app (still with Customer primary and possibly co-buyer data) and that manual action (to add the Business data) can create mistakes or worse, merely get dropped info that delays or otherwise troubles the credit application process ...

Please add the co-buyer to the Proposals Worksheet. We utilize Proposal B as both our worksheet and Sales Bill of Sale. It would be greatly appreciated if the co-buyer's information could automatically populate within the document, as this would eliminate the need to enter the details manually.

Can we add an option to save Deal Documents into the customer card or deal? We would like to use this so we're able to pull the documents presented to the customer without having to pull a physical deal jacket.

I would like the access to be able to print the co buyer credit app from the documents tab of the buyer profile. is there a way we can make this happen

Please add SellingPricePlusAccessories to legacy desking

There should be a way that if I have a document in the New Group (Example: Deal Checklist) that is already Mappped, that I can copy that Mapped Document into the Used Folder. There are a number of documents that are used in multiple sale types. If we could copy the mapped document we wouldn't have to go in and remap every time.

I am confused how the data in build a deal cant push to a bill of sale properly and has to be manually added. the information is there, some pulls (customer info and vehicle) how your coding team can not figure out how to push the rest of the information. this is very simple