Assigning Agreement Terms to Driver Agreements
Based on OEM requirements, your location may leverage more than one Driver Agreement in Dealerware: a Custom Driver Agreement or Program Driver Agreement. Either Driver Agreement should be combined with Agreement Terms, which are legal statements that are supplemental to those outlined in the Driver Agreement.
During the start-contract workflow, your customer will review the Agreement Terms before signing their contract.
Assigning Custom Agreement Terms
Custom Agreement Terms, which should be developed by your dealership’s legal team, can be added, modified, and deleted in Dealerware by your dealership’s Admin by following the steps below:
Add, edit, or delete terms
- Select Settings from the main navigation
- Select Agreement Terms
- Locate the Custom Agreement Terms
- Select the pencil icon next to each item to modify it
- Select the trash can icon next to each item to delete it
- Select Add Term to create a new term
Assigning Program Agreement Terms
Program Agreement Terms, which are mandated by the OEM, can be viewed but not added or modified using Dealerware.
Depending on OEM requirements, some terms can be disabled by your dealership’s Admin. Terms with an “i” icon are static and cannot be disabled, whereas items without an “i” icon can be disabled.
View or toggle off Program Agreement terms
- Select Settings from the main navigation
- Select Agreement Terms
- Locate the Program Agreement Terms
- Toggle off all that apply