Features
Quotes, Invoicing & Financing
The document the customer signs, with the right numbers already in it - and the payment that follows on the same record.
What the module covers
Quotes and invoices
Built from the vehicle, with taxes, fees and warranties on them. An accepted quote becomes an invoice without being retyped.
Financing inside the document
Rate, term, down payment and payment frequency calculated in the quote. The customer compares payments, not just prices.
Trade-ins
The trade comes in as a negative line on the same invoice, carrying its value and any balance still owing.
Unlimited e-signatures
On quotes, invoices, contracts and any other document. No monthly cap and no per-signature fee.
Send by email and SMS
The document goes out on whichever channel the customer actually uses, carrying a link to sign and to pay.
Contracts and window stickers
Sales contract and window sticker generated in English or French, in the formats Quebec expects.
Online payments
Credit card payment attached to the invoice, plus payment requests sent by email or SMS.
Delivery calendar
Scheduled deliveries on a calendar, so vehicle prep tracks the date you promised.
Driver's licence scanner
Photograph the licence and the financing application fills in: name, address, date of birth and licence number. You check it, then save.
From quote to payment
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1
You build the quote
Vehicle, warranties, fees, trade-in and financing.
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2
The customer gets it
By email or SMS, with the monthly payment shown.
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3
They sign
Electronically, with no appointment and no printer.
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4
They pay
Card online or a payment request, recorded against the invoice.
Included in
- Starter
- Growth
- Pro
- Elite
Quotes, invoices and payments from Starter up. Financing, e-signatures and SMS sending from Growth up. The licence scanner comes with the AI features.