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Obtaining a Customer's Signature Outside of Dealerware

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Written by Gabriela Vargas

Overview

Dealerware users primarily obtain signatures digitally during the start-contract workflow. However, you can skip collecting a signature during the start-contract workflow, print a copy of the Driver Agreement, and manually obtain a signature as needed.

Manually Obtain a Signature

To obtain a customer signature on a printed copy of the contract, first start the contract by following the steps below.

  • Select Contracts from the main navigation

  • Select the applicable reservation

  • In Contract Details, select the Manage tab

Contract
  • Assign a Vehicle

  • In Contract Signature, select Skip, manually obtain signature

Contract_Details_-_Manage_-_Obtain_Signature.png
  • If Credit Card Hold is configured, select the appropriate credit card

  • Select Start Contract

After starting the contract, access the contract PDF by following the steps below.

  • Select View/Print Contract

  • After the contract PDF downloads to your desktop, open the file

  • Print the file

  • Obtain a manual signature from the customer

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