Dealership E-Signature on Customer Deal Pages

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

A customer deal page is the desked deal, presented to the buyer on a private page under your store's branding. The buyer opens it on a phone with a texted passcode, works through it step by step, asks questions, uploads documents and signs. Dealership e-signature is the last of those steps: the customer signs on the screen, and the signature lands on the deal in the CRM with the exact sheet it was applied to.

It answers the request every salesperson hears 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, the trade, the structure the desk built, the documents still needed and a chat card for questions, all tied to the deal the manager is looking at in the LeadLocate CRM. That is what digital car deal pages should be: one record that both sides read.

It fits every store we serve. Franchise and independent stores send pages on every deal that does not close the same day. Buy here pay here lots use them to confirm structure before the customer drives in. RV and boat dealers send them to buyers who live hours away. Brokers send them to clients they may meet only at delivery, and individual salespeople use them to keep a weekend deal warm through Monday.

LeadLocate supports three dealership e-signature workflows, and each one records something specific.

What the signature covers. A dealership e-signature on a deal page records that the customer agreed to the figures shown on that version of the sheet. Every customer sheet says, in one consistent disclaimer, that it is not a contract and that figures are estimates until final lender approval. The retail installment contract, the lender's paperwork and title documents are completed with your finance office in the systems it already uses.

Which documents your store signs electronically, and how, is a decision for your store and its counsel. LeadLocate gives you a clean record of the presentation that led to that paperwork.

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The customer side is built for a phone, in a few taps.

1. The link. A short link arrives by text or email, on your store's deal page domain, carrying your logo and colors.
2. The passcode. The customer taps Text Me a Verification Code, enters the 6 digit code sent to the buyer or co-buyer number on the deal, and taps Open My Deal.
3. The deal. Your deal steps walk through the vehicle, the trade with its allowance and payoff, the credit step with an apply link when the deal is financed, the payment structure, the documents and delivery.
4. The documents. Named slots ask for exactly what the store needs, such as a driver license, insurance card, payoff letter, proof of income, proof of residence, trade title or co-buyer ID, and the customer uploads each one from the phone camera.
5. The questions. A chat card on the page reaches the salesperson, who answers from the CRM or the phone app.
6. The signature. When the store turns on the signature step, the customer signs with a finger on the screen, the step is checked off, and the page confirms the signature was received.

Each step the customer checks off is saved to the deal, so the salesperson knows how far they got before the next call.

A customer visited on Saturday, drove the truck, liked the payment and said she needed to talk to her husband. Here is how the deal closes without another trip to the store.

Tuesday, 9:30 a.m. The salesperson opens the deal from the Desking menu, confirms the structure the manager built, opens Share and uses Send to Customer to text the link to her phone on file. He sets Deal Status to Deal Sent.

12:10 p.m. She unlocks the page on her lunch break. She sees the truck with its photos, the trade line with her allowance and payoff, the payment options and two documents the store still needs: her license and her insurance card. She asks in the chat card whether the payoff figure includes this month's payment. He answers from the deal view.

7:45 p.m. Her husband reads the page with her and asks for a longer term. The desk revises the worksheet, the revision becomes its own version, and she reads the new numbers knowing exactly what changed. She uploads both documents from her phone.

9:20 p.m. The manager has reviewed the documents and turned on Require a signature. She signs the page. The salesperson gets a text alert, the signed snapshot appears in the Signature area, and the deal history records when the page was shared and signed. Wednesday morning the finance office starts from a signed deal, approved documents and a clean record of what she saw.

Everything the store controls sits in the digital deal view under Desking, next to the worksheet.

• The Signature area shows the signed snapshot with the sheet it was applied to. A signed snapshot is frozen; a later edit produces a new version and a new link, and the signed copy stays on the record as what was agreed.
• Document review. Each document is marked needed, uploaded, approved or rejected, or requested again, and the customer sees the status change on their page.
• Alerts. Turn on Assigned salesperson Send SMS alert and the salesperson gets a text when the customer acts.
• Customer Chat. The conversation from the page sits on the deal, and Deal Chats is its own inbox in the mobile app.
• Share controls. Generate a new customer link creates a fresh link and withdraws earlier ones, Revoke All Links voids every link shared for the deal at once, and a deal can be voided, archived or duplicated.
• Revision view. Every shared version is stored as its own snapshot, so the store can see what the customer was shown each time.
• Print versions. Five Customer View layouts, from three payment options to payment ranges, print from the same deal for a customer who wants paper.

A deal page is a disclosure surface, and it is built like one.

• Access is gated. The passcode goes to a number on the deal, so the person reading the numbers is the buyer or co-buyer rather than whoever was forwarded the link.
• One disclaimer everywhere. Every customer sheet opens by saying it is not a contract and that figures are estimates until final lender approval. Odometer figures carry a footnote marker.
• Personal details are masked in shared snapshots. Buyer and co-buyer name, phone, email and address are masked before a shared sheet snapshot is stored, so a forwarded recap carries the figures and the salesperson without personal information.
• Signatures attach to a frozen snapshot, and the deal keeps a history with a verification trail of what was shared and when.
• Revoked links say so. A revoked link shows an expired notice, and the stored snapshots survive for your record.
• Two logs. The customer side keeps its own event log, separate from the dealer side.

Together these make each dealership e-signature a plain record: which version the customer opened, what they signed and when. Your compliance program and your final contract paperwork stay with your finance office and your counsel.

Customer deal pages are on for every deal in every LeadLocate CRM account. Setup is short:

1. Brand it once. Set your logo and colors in the website editor's Branding tab, and every deal page carries them.
2. Check the numbers on file. The passcode goes to the buyer or co-buyer mobile number on the deal, so a correct number is the one thing to confirm before sending. Add a co-buyer with Toggle to add a co-buyer / cosigner to this deal so their number can unlock the page too.
3. Decide when to ask for a signature. Send the page without the signature while the numbers are still moving, and turn on Require a signature when the deal is where you want it.
4. Train the floor. Our team runs Live Training sessions for managers and salespeople, and the video training library covers new hires. The screen by screen steps are in how to send a deal page for e-signature.

On request, our team sets up a specific document list per deal type or a particular hand-off to your finance office when a customer finishes the review step, and puts it in production for your dealership.

The deal page is the customer side of DealTracker, so it works with everything around the deal.

• EZ Desking worksheets produce the numbers the page shows, with the 50 state tax matrix and three lease tax methods behind them.
• Deal Chat keeps the conversation on the deal, with link previews and photo drops.
• Pencil recap sheets give the customer a single worksheet to sign when a full page is more than the moment needs.
• The deal jacket and QR intake hold the documents the customer sends, including anything photographed at the desk through a QR code.
• Digital retail checkout adds the build step, document review, deal review and a shipping quote to the same page.
• The credit step carries an apply link from SecureWebX when the deal is financed.

On the phone, the LeadLocate mobile app carries Deal Tracker desking, the deal jacket and the Deal Chats inbox, so a salesperson on the lot can answer a customer on the page between appointments.

Customer deal pages and e-signature are part of the LeadLocate platform subscription, with DealTracker included in every plan. Your bill is built from a few clear parts:

• The plan. Inbound, Marketplace Acquisitions, and Buyers and Sellers Hybrid deliver monthly lead sets along with the platform. CRM Only is the software for a store that brings its own lead flow. Every plan is month to month with no long term contract.
• Users. Each plan includes a login to start, and more users are an add-on.
• Usage credits. Prepaid packs for bulk texting, bulk email, ringless voicemail deliveries and phone and email validation, bought in My LeadLocate when you need them.

Stores that buy e-signature and digital retail separately often manage a second vendor, a second login and a customer page that lives apart from the CRM deal. Compare that with the plans on the pricing page.

How does the customer open the deal page?

From a short link the salesperson texts or emails from the deal. The customer taps Text Me a Verification Code, enters the code sent to the buyer or co-buyer mobile number on the deal, and taps Open My Deal. Stores that prefer a keypad PIN can use that instead.

Which documents can a customer sign on a deal page?

The deal sheet the desk shared, once Require a signature is on, and individual pencil recap worksheets. Every customer sheet says it is not a contract and that figures are estimates until final lender approval. The retail installment contract and lender paperwork are completed with your finance office.

How should we think about the legal side of dealership electronic signatures?

The page gives you a clear record: the customer unlocked it with a passcode sent to their own number, signed a frozen snapshot, and the deal history shows when it was shared and signed. Which documents your store signs electronically, and how, is a decision for your store and its counsel.

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

The desk revises the worksheet and the revision becomes its own version, so the customer sees what changed. A signed snapshot stays frozen, and a later edit produces a new version and a new link while the signed copy stays on the record.

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 stay on your record, and you can send a fresh link whenever you are ready.

Can a co-buyer open and review the page?

Yes. Add the co-buyer to the deal before you share it, and the page unlocks with a passcode sent to the co-buyer mobile number as well. Both people read the same version of the deal.

How does payment work with a deal page?

The deal page is a review flow: the build step, document review, deal review and a shipping quote. The customer reviews the numbers and tells the store how they plan to pay, and money changes hands the way your store already handles it, through your finance office.

Does the page look like my store or like LeadLocate?

Like your store. The page carries the logo and colors from the Branding tab of your website editor, it sits on your store's deal page domain, and the customer facing deal number is yours to quote.

Watch a desked deal go out by text, come back with documents and a signature, and land on the deal in the CRM. Month to month, no long term contract.

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