Sales Department
Say goodbye to paper deal files!
Some of the challenges
Space to house the paper deal files
Documents stored at multiple locations
Complexity involved in creating and managing the deal files
Potential GDPR compliance exposure
Time and effort involved in auditing
Key Benefits
Integration to sales and dealer management systems
24/7 access from any location on any device
Audit trail of all activity in each deal file
Bespoke deal file templates
Digital signatures on any document
Reduces the risk of GDPR non compliance
Cost savings on storage, printing and admin
Dual storage location for extra security
Simple Setup
You are in total control when setting up your deal files
Create a deal file for every scenario - new, used, fleet, Motability, trade, auction, internal group transfers
Set tasks that sit alongside your deal file requirements
Set the document rules - mandated, requires signature(s), customer facing, approval needed and the term of storage
Add additional documents specifically required by each franchise you represent
Change the setup of a deal file, folder, document or signature position at anytime
