Feature Requests

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

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.

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.

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

Would like to be able to reorder the docs from desking screen.

Ability to send a proposal /pencil through email

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.