Prepare the document in the Deal File
Start with the exact PDF the customer needs to review. Reuse supported signature fields in a ready-to-sign PDF, or place customer and dealer signature boxes in Auto eDocs. Check the layout and the signing order before you collect signatures.
Sign in the showroom
Open the prepared document on a tablet or desktop while the customer is with you. They can read the document and draw or type their signature. Standalone eSignatures covers in-person signing, so a dealership can use this route without Customer Portal.
Send a remote request through Customer Portal
Customer Portal includes both in-person and remote eSignatures. For remote signing, send an email or SMS link from the Deal File. The customer can review and sign in their secure portal on their own device. This is useful when they cannot get to the showroom or paperwork is still outstanding before handover.
Keep the signed PDF with the sale
The signed PDF is saved as a new Deal File revision alongside its signing record. Your team can track outstanding signatures and retrieve the completed paperwork for handover or a later customer query.
Follow the lender’s process for finance agreements
Auto eDocs built-in eSignatures is designed for ordinary dealership paperwork. Regulated finance agreements have prescribed execution requirements. Use the lender’s approved signing process, which may be its own service or a provider it approves for the agreement.
Read section 61 of the Consumer Credit Act 1974Check documents that need extra assurance
Witnessed documents and agreements that require stronger identity checks, a specific type of signature or another execution formality need the approved workflow for that document and jurisdiction. DocuSign, Adobe Acrobat Sign and Signable are examples of specialist platforms to assess against those requirements. Confirm the method with your lender, compliance team or legal adviser as appropriate.
Read the Law Commission’s guidance for England and Wales