Features / Customer Portal
Invite a customer from the Deal File, share selected document types and request the paperwork you need. The Auto eDocs Customer Portal keeps the customer experience connected to a document process your dealership controls.
Dealer-controlled sharing. Mandatory two-factor authentication.
Your vehicle paperwork
Your upload joins the Deal File after the dealership verifies and accepts it.
You choose the document types.
Customers know what to upload.
Your team makes the decision.
Connected to the Deal File
One connected process: your team works in Auto eDocs, your customer responds through the portal, and the Deal File remains the dealership's controlled record.
The tools behind the experience
Send a customer an invitation from their Deal File by email or SMS. They follow the invitation link and register using the invited email address or mobile number, verify their details and complete the required security steps before accessing their portal.
The dealership controls which types of Deal File document are available to customers. Customers can view the vehicle deal and the documents shared with them, while your team retains control of the wider internal record.
Request a specific document in the Deal File. The customer receives the request and uploads their response through the portal. Your dealership checks the submission, then accepts a suitable document into the Deal File. An unsuitable upload can be rejected and a new request sent.
Follow the journey
See who does what, and where your dealership stays in control.
The dealership starts the journey. The customer gets secure access to the vehicle deal and the documents you choose to share.
The customer supplies the paperwork. Your dealership accepts it into the Deal File, or rejects it and lets the customer know what needs attention.
Accepted: 5 → 7Rejected: 5 → 6 → 2 A rejected upload stays out of the Deal File. The customer is notified, and the dealer can request a corrected document.
The highlighted step shows where the action happens. Dealer approval protects the Deal File.
Reassuringly secure
Customers should feel comfortable opening their documents. Your team should feel confident about what is shared. The portal brings both together.
Explore the customer benefitsEmail and SMS invitations connect registration to the customer invited by the dealership. Invitation links are single-use and expire, helping keep access deliberate.
Customers complete a second security step to access the portal. Options include SMS, email and an authenticator app, with available choices based on their verified contact details and account setup.
Customer access is limited to the deal information and document types shared with them. Customer uploads are held for dealership review before acceptance into the Deal File.
Clear answers
Yes. The dealership can invite customers by SMS or email. Registration follows the invitation using the invited mobile number or email address and includes verification and the required security steps.
No. Two-factor authentication is mandatory for Customer Portal access. SMS, email and authenticator app options are supported; the choices available depend on verified contact details and account setup.
No. A customer upload waits for dealership review. A member of the dealership team verifies it and accepts it before it is added to the Deal File. Unsuitable uploads can be rejected and a new request sent.
Let's make it work for your dealership
Ask for a Customer Portal demonstration, from the first invitation to an accepted customer document in the Deal File.
