Dealerware users primarily create and start contracts using Dealerware Web or Mobile and digitally obtain customer signatures. However, users can start a contract using Dealerware, print a copy, and manually collect a customer signature as needed.
To start a contract and manually obtain a customer signature:
- Select Contracts from the main navigation
- Select Add Contract
- Input customer & scheduling information
- Assign a Service Advisor
- Select Save followed by View Contract Details
- Select Start Contract (at the bottom of the page)
- Select Skip, manually obtain signature
- If Credit Card Hold is configured, select the appropriate credit card
- Select Start Contract
- After being directed to Contract Details, select View Contract
- Select the down-arrow to download the agreement (save to desktop)
- Open the downloaded agreement, print it, and manually obtain a customer signature
