Contract Management
Fleet Documents
Compliance
eSignatures
Automation
Analytics
Vehicle Contract Management
Streamline the entire vehicle sales documentation process from initial quote to final delivery.
Create, edit, and manage vehicle sales agreements with pre-built automotive templates
Auto-populate contract fields from your DMS with intelligent data mapping
Support for complex deal structures including trade-ins, financing, and add-ons
Version control and audit trails for every contract modification
Multi-party workflows for F&I managers, sales staff, and customers
Key Benefits
Reduce contract preparation time by 65%Eliminate manual data entry errorsAccelerate deal closing cycles
Fleet Document Administration
Centralize and automate documentation for vehicle fleets of any size, from small business fleets to growing operations.
Unified repository for registrations, titles, insurance, and maintenance records
Automated expiration tracking with configurable alert thresholds
Vehicle-centric document organization with VIN-based indexing
Driver assignment documentation and compliance tracking
Integration with fleet management systems and telematics platforms
Key Benefits
100% visibility across fleet documentationNever miss a renewal deadlineReduce compliance audit preparation by 80%
Automotive Compliance Management
Stay audit-ready with automated compliance workflows designed for automotive regulatory requirements.
Pre-configured retention policies aligned with automotive industry regulations
Automated compliance checks for dealer licensing and certification requirements
Complete audit trail logging with tamper-evident record keeping
Consumer protection documentation management (TILA, Reg Z, state requirements)
Automated reporting for regulatory submissions and audits
Key Benefits
Reduce compliance risk exposurePass audits with confidenceAvoid costly regulatory penalties
Automotive Digital Signatures
Execute legally binding signatures on vehicle documents from any device, anywhere in the world.
ESIGN Act and UETA compliant electronic signatures
Mobile-optimized signing experience for customer convenience
Sequential and parallel signing workflows for multi-party documents
SMS and email signature request delivery with tracking
Biometric signature capture and certificate-based authentication
Key Benefits
Close deals remotely with eSign90% faster signature turnaroundImprove customer experience
Dealer Workflow Automation
Automate document routing, approvals, and handoffs across your dealership operations.
Configurable approval workflows with role-based routing rules
Automated document distribution to appropriate departments
Task assignment and deadline management with escalation rules
Conditional logic for complex approval scenarios
Integration triggers for DMS, CRM, and accounting systems
Key Benefits
Eliminate manual handoffs and delaysEnsure consistent process executionImprove operational visibility
Analytics & Reporting
Gain actionable insights into document operations with comprehensive analytics and customizable reporting.
Real-time dashboards showing document status and workflow performance
Bottleneck identification and process optimization insights
User activity and productivity metrics by role and department
Custom report builder with export capabilities
Scheduled reporting and automated executive summaries
Key Benefits
Data-driven process improvementIdentify training opportunitiesDemonstrate ROI to leadership
Intelligent Document Search
Find any document in seconds with powerful search capabilities designed for automotive document types.
Full-text OCR search across scanned documents and images
VIN, stock number, and deal number indexed search
Advanced filters by date, document type, customer, and vehicle
Saved search queries and smart folders for frequent searches
AI-powered document classification and tagging
Key Benefits
Find any document in under 10 secondsReduce time spent searching by 85%Improve audit response time
DMS & System Integrations
Connect seamlessly with your existing dealership systems for unified operations.
Native integrations with major DMS platforms (CDK, Reynolds, Dealertrack)
CRM connectivity for customer document association
Accounting system integration for financial document workflows
Open API for custom integrations and third-party connections
Single sign-on (SSO) with your identity provider
Key Benefits
Eliminate duplicate data entryMaintain single source of truthAccelerate implementation timeline
Professional Security
Protect sensitive customer and vehicle data with professional-grade security infrastructure.
256-bit AES encryption for data at rest and in transit
Role-based access control with granular permissions
Multi-factor authentication and session management
SOC 2 Type II certified infrastructure
GDPR, CCPA, and state privacy law compliance
Key Benefits
Meet professional security requirementsProtect customer PIIMaintain trust and reputation
Mobile Document Access
Access, review, and approve documents from anywhere with native mobile applications.
Native iOS and Android applications for on-the-go access
Offline document viewing with automatic synchronization
Mobile document capture with intelligent quality detection
Push notifications for approvals and urgent actions
Mobile signature capture for in-person signing
Key Benefits
Work from anywhereNever miss critical approvalsCapture documents at point of origin
Smart Notifications & Alerts
Stay informed with intelligent notifications tailored to your role and responsibilities.
Configurable notification preferences by channel and priority
Document expiration and renewal reminders
Workflow status updates and approval requests
Escalation alerts for overdue tasks and bottlenecks
Daily digest summaries for executives
Key Benefits
Never miss critical deadlinesProactive issue resolutionReduced response times
Version Control & History
Maintain complete document lineage with comprehensive version tracking and history.
Automatic version creation on every document modification
Side-by-side version comparison with change highlighting
Complete modification history with user attribution
Version restoration and rollback capabilities
Legal hold and preservation features
Key Benefits
Complete audit trailResolve disputes with documentationMeet legal discovery requirements
Seamless Integration with Your Automotive Tech Stack
Connect with the DMS platforms, CRM systems, and business tools you already use.
CDK Global
Reynolds & Reynolds
Dealertrack
RouteOne
Salesforce
Microsoft 365