Knowledge Centre / Deal File Compliance
Build Deal Files that are complete, consistent and reviewable
A strong Deal File should help another authorised person understand the sale, locate its supporting documents and identify outstanding actions. This section explores the structure and habits that make that possible.
01
Completeness is contextual
The evidence needed depends on the deal, products, customer and your firm's process. Configurable Deal File requirements are more useful than treating every sale as an identical folder.
02
Review should happen before archive
A final check is valuable, but visible gaps and task reminders help teams correct issues while the deal is active and information is easier to obtain.
03
A record should remain intelligible
Consistent document types, meaningful status, revisions and activity history make later review faster than relying on filenames or individual memory.
Next step
Put better Deal File practice into action
Explore the relevant Auto eDocs capabilities or book a demonstration focused on your dealership process.
