Customer Deal Pages With E-Signature

Every desked deal gets a private page the customer opens on their phone, reviews, chats on and signs, and the store controls every link.

A customer deal page is the desked deal, presented to the buyer on a private page under the store's own branding, that the buyer opens on a phone with a texted passcode, works through step by step, and signs. It is the answer to the question every salesperson gets after a customer leaves the store: can you send me the numbers. Instead of a photo of a worksheet in a text thread, the customer gets a page that shows the vehicle they picked, the trade they offered, the structure the desk built, the documents still needed and a chat card to ask a question, all tied back to the deal the manager is looking at in the CRM.

The page and the CRM deal are one record. When the desk changes a number, the page reflects it. When the customer checks off a step, uploads a document or types a message, the deal view in the CRM shows it. The dealership desking software page explains why payment conversations belong in the CRM; this page is about what the customer actually sees and what the store controls.

A customer visited Saturday, drove the truck, liked the payment and said she needed to talk to her husband. Tuesday morning the salesperson opens the deal in the Desking menu, confirms the structure the manager built, and clicks Text on the deal to send the deal link to the customer's phone on file. The link is short enough to read next to a dollar figure in a text, and it opens on the store's branded page rather than a generic vendor screen.

The customer taps it, enters her mobile number, gets a one time passcode by text, and the page unlocks. She sees the truck with its photos and description, the trade line with her allowance and payoff, the payment options, and a list of what the store still needs from her: a photo of her license and her insurance card. Her husband reads it over her shoulder, asks about the payoff, and she types the question into the chat card on the page. The salesperson gets the message in the CRM, answers from the deal view with the same composer he uses for texting, and the answer shows up on her page. That evening she uploads both documents from her phone and marks the step done. Wednesday she signs, and the salesperson sees the signature on the deal before she calls to confirm.

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On the CRM side the customer page is controlled from the digital deal view under Desking. The Customer View print versions, the Share menu, the Customer Chat panel, the document review slots and the Revoke All Links action all sit on that one page next to the worksheet. The customer-facing deal id is displayed on the deal so a store can quote it to the customer, and the salesperson assigned to the deal can be sent an SMS alert when the customer acts.

The customer side is a short link on the store's deal page domain, skinned with the store's logo and colors from the website editor's branding tab. Access is protected with SMS verification on every deal: the customer enters the buyer or co-buyer mobile number that is on the deal, receives a one time passcode, and is in. A separate keypad PIN page exists for stores that prefer a four character PIN, styled like the CRM's own quick access keypad. In the LeadLocate mobile app, Deal Chats is its own inbox, so a salesperson on the lot sees a customer's question from the deal page the moment it arrives and replies from the phone.

The page is built as a road to the sale the customer walks in order: vehicle, trade, credit, payment, documents, delivery and follow up. Each step can be checked off by the customer, and that progress is saved to the deal. The vehicle step shows the unit with its listing preview and history link. The trade step shows the trade vehicle, offer, payoff and notes, and lets the customer add photos of the car if the store has asked for them. The credit step is where an apply link from SecureWebX is placed when the deal is financed. The payment step shows the structure the desk built. The documents step lists the exact items the store needs, with named slots for the driver license, insurance card, payoff letter, proof of income, proof of residence, trade title, co-buyer ID and any custom stipulation, and the customer uploads each one from the phone camera.

Uploads go straight to the deal for review. In the CRM the salesperson marks each document needed, uploaded, approved, rejected or requests it again, and the customer sees the status change on their page. A digital retail build, document review, deal review and shipping quote sit on the same page for stores that use them; that is a review flow on the deal, not a place where the customer pays. Delivery mode, pickup or home delivery, is chosen on the page with a delivery address and notes, and the store can print a customer reservation confirmation from the deal.

A deal page can require a signature. When Require a signature is set on the deal, the customer signs on the page and the signature lands on the deal record in the CRM with the sheet it was applied to. The same signing ability exists on shared pencil recap sheets, where the customer signs a specific worksheet snapshot and that snapshot is frozen from further changes. Signed means the store has a copy of what was signed, not a copy of whatever the worksheet says today.

Deals change, so the page keeps revisions. Each customer sheet version the store shares is stored as its own snapshot with a stable link, and re-sharing the same version refreshes the numbers the link shows. A revision view lets the store look at what was sent. When a deal is done, or a link went to the wrong person, Revoke All Links voids every link shared for that deal at once; old links stop opening while the stored snapshots survive for the record. Resetting the customer link withdraws every earlier link to that deal, including any that had been sent before. A deal can also be voided outright, archived, or duplicated to start a fresh structure for the same customer.

The alternative most stores run today is a photo of the worksheet, texted from a personal phone, followed by a signature collected on paper at delivery. That costs the store a record. Nobody can prove which numbers the customer saw, the signature is on a sheet in a folder, and the conversation about it lives on a phone the store does not own. Separate digital retail products fix that for a monthly fee per rooftop, and then the customer's page and the CRM deal are two different records maintained by two different vendors.

Customer deal pages are part of the LeadLocate CRM subscription. The page is generated from the deal, the chat is the CRM's chat, the documents are the deal's documents and the signature is on the deal. There is no inventory feed or DMS requirement, which is why an auto broker or an independent lot can send a branded deal page the same day the account is opened. Plans are month to month and listed on the pricing page.

A deal page is a disclosure surface, and it is built like one. Access is gated by a passcode texted to a number on the deal, so the person reading the numbers is the buyer or co-buyer, not whoever forwarded the link. Every customer sheet carries a single consistent disclaimer that opens by saying it is not a contract and that figures are estimates until final lender approval. Odometer figures on customer sheets carry a footnote marker. Shared sheet snapshots mask buyer and co-buyer name, phone, email and address before they are stored, so a forwarded recap link does not carry personal information, while the figures and the salesperson stay readable.

Signatures are applied to a frozen snapshot, and the deal keeps a history with a verification trail of what was shared and when. Revoking links is a store action with a confirmation, and revoked links show an expired notice rather than a blank page. The customer side has its own event log separate from the dealer side. None of this replaces a store's own compliance program or its final contract paperwork, which stays in the finance office and the DMS; it gives the store a clean record of the presentation that led there.

Customer deal pages are on for every deal in every LeadLocate CRM account. Set the store's logo and colors once in the website editor's Branding tab and the pages carry them. Then desk a deal, click Text or Email on the deal to send the link, and set Require a signature when the deal reaches the point where you want one. The pre-recorded live demo shows a deal going out and coming back signed.

Pair it with the EZ Desking worksheets that produce the numbers, the deal chat that keeps the conversation on the deal, the Road to Sale checklist that tracks the steps on the CRM side, and the deal jacket and QR intake for the documents the customer sends. The rest of the platform is listed on the all features page.

How does the customer open the deal page?

From a short link the salesperson texts or emails from the deal. The customer enters the buyer or co-buyer mobile number on the deal, receives a one time passcode by text, and the page unlocks. Stores that prefer a keypad PIN can use that instead.

Is the e-signature legally usable?

The customer signs a frozen snapshot of the sheet, the signature is stored on the deal with what was signed, and the deal keeps a history of what was shared and when. Whether a given document needs a wet signature in your state is a question for your compliance counsel; the tool gives you the record either way.

What happens when the numbers change after I send the page?

The page reflects the deal. Re-sharing a customer sheet version refreshes the numbers behind the same link, a signed snapshot stays frozen, and a superseded shared sheet tells the reader it is no longer current.

Can I take a link back?

Yes. Revoke All Links on the deal voids every link shared for that deal at once. Revoked links show an expired notice, the stored snapshots survive for your record, and a fresh link can be sent.

Does the customer pay on the deal page?

No. The digital retail section is a build, document review, deal review and shipping quote flow. Payment happens through your store and your finance office, not through the page.

Does the page look like my store or like LeadLocate?

Like your store. The page carries the logo and colors from your website editor branding tab, and the customer-facing deal id is yours to quote. LeadLocate stays in the background.

Customer deal pages with passcode access and e-signature are part of every LeadLocate CRM plan, month to month. Brand them once and send the first one today.

Prefer to talk right now? Call or text 844-376-2274.