Solutions / Customer Portal
Make vehicle paperwork fit around your customers' lives. The Auto eDocs Customer Portal connects your dealership's Deal File to a secure online space where customers can view the documents you share and upload the paperwork you request.
Dealer-controlled sharing. Mandatory two-factor authentication.
You choose the document types.
Customers know what to upload.
Your team makes the decision.
Connected to the Deal File
A customer portal for car dealerships gives customers a secure place to access shared vehicle documents and supply requested paperwork. Auto eDocs connects that experience directly to the dealership's Digital Deal File.
Better for your team. Easier for your customers.
A request for a specific document gives the customer a clear action and a place to respond. Your team can follow the request and review the upload in the context of the deal, reducing the need to piece together attachments from separate conversations.
For a customer, a dealership portal means being able to return to shared vehicle paperwork without calling the showroom for another copy. For your team, it means a consistent way to make selected documents available while keeping internal paperwork under dealership control.
The customer sees the vehicle deal and documents made available to them, rather than an unrestricted view of the internal Deal File. The dealership controls which document types can be shared. Incoming customer documents wait for dealer verification and acceptance before joining the Deal File.
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 portal featuresEmail 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.
Think beyond handover
A familiar customer space could become a useful part of your aftersales approach: helping customers return for an MOT, discover a relevant promotion or hear from the dealership at the right time.
These are potential uses to discuss with us. Delivery depends on the messaging and integrations you put in place, your communication preferences and the customer's permissions.
Clear answers
A dealership customer portal is a secure online space that connects the customer to selected information about their vehicle deal. With Auto eDocs, customers can access documents shared by their dealer and respond to specific document requests, while the dealership controls sharing and acceptance.
Dealerships gain a clearer process for sharing and collecting paperwork, with less reliance on separate email attachments. Customers gain convenient access to shared documents and a clear way to supply requested paperwork from their own device.
No. Customers see the vehicle deal and documents made available to them. The dealership chooses which document types are shared; the internal Deal File remains under dealership control.
Let's make it work for your dealership
See how a Customer Portal could fit your dealership's document process. Book a demonstration of sharing, requests and dealer review.
