Features / eSignatures
Standalone for showroom signing · Remote signing with Customer Portal
Prepare the PDF, choose how to sign and save it to the Deal File
Use a ready-to-sign PDF with supported signature fields or add the boxes yourself in Auto eDocs. Your team controls who needs to sign and can collect signatures in the showroom or remotely through Customer Portal.
One connected journey
From prepared PDF to signed Deal File revision
Prepare the PDF once, then collect the signature in person or remotely through Customer Portal.
Interactive walkthrough
Play the journey or select any step.
Two sides. One experience.
Simple for the team. Convenient for the customer.
Illustrations of preparation in the Deal File and remote signing in Customer Portal.
Dealer prepares
Ready for a signature.
Dealer signature Dealer field
In person or via Customer PortalPrepared
Customer reviews & signs
Your next step, made clear.
Please review your document before signing.
On phone, tablet or computerSigned
Everyday dealership paperwork
From the order to the handover.
Designed for many everyday dealership documents where your business has confirmed this signing method is suitable.
- Order forms
- Additional product agreements
- Delivery confirmations
- Vehicle handovers
- Part-exchange agreements
01
Start with the PDF you already use
Upload an eligible PDF to the Deal File. Auto eDocs can recognise supported signature fields in a ready-to-sign PDF. If the PDF has no fields, place customer and/or dealer signature boxes on the appropriate pages before confirming preparation.
- Review where each signature will appear
- Choose whether a dealer signature is needed
- Set the order when both the customer and dealer need to sign
02
Sign in person on a tablet or desktop
Open the document on a showroom device and let the customer review it and draw or type their signature. In-person signing is available with standalone eSignatures and is included with Customer Portal.
03
Request a remote signature through Customer Portal
Send an email or SMS link from the Deal File. The customer signs into their secure portal, reviews the document on their own device and completes the signature. Customer Portal includes this remote option alongside in-person signing.
04
Save the signed PDF and signing record
The Deal File keeps the signed PDF as a new revision with its signing record. Your team can check what is still outstanding and open the signed copy alongside the rest of the paperwork.
Explore Deal File managementNext step
Try the signing workflow with your paperwork
Book a demo to see field placement, in-person signing and remote signing through Customer Portal.
