Overview
A Driver Agreement is a document developed by your OEM, group, or legal team, which contains legal terms and conditions.
Every vehicle in your fleet is associated with a Driver Agreement, which your customer must agree to during the start-contract workflow before their contract can be started.
Customer, vehicle, and contract data will auto-populate on Program Driver Agreements after starting and finishing a contract. However, this data will not auto-populate on Custom Driver Agreements.
Additionally, the Driver Agreement is sent to your customer via text message when their contract is started and finished.
Types of Driver Agreements
The Multi-Agreements feature lets you optimize one of each agreement type listed below:
- Custom Agreement: This agreement type contains terms set by your dealership and should be developed by your dealership’s legal team. Custom Agreements can be uploaded and managed in Dealerware by your dealership’s Admin.
- Program Agreement: This agreement type contains terms specific to an OEM program and should be developed and provided to Dealerware by your OEM. Program Agreements cannot be uploaded or modified in Dealerware.
Obtaining a Driver Agreement
Work with your OEM, group, or legal team to develop a Driver Agreement.
Uploading a Driver Agreement
Admin users can upload a Custom Driver Agreement in Dealerware. However, Program Driver Agreements must be provided to Dealerware by your OEM.
Dealers that maintain a specific program may already have a Program Driver Agreement in place.
Upload a Custom Driver Agreement
- Log in to Dealerware Web
- Select Settings from the main navigation (Admin permission required)
- Select Driver Agreement
- Select the document icon
- Upload a file from your desktop
- Select the page on which you would like to map the signature field
- Select Save & Continue
*Customer information should be omitted from the PDF document prior to upload.
Map the Customer Signature Field
- Determine where you would like to map the signature field
- Drag your mouse over the area
- Select Save & Continue
Map the Customer Signature Field
- Determine where you would like to map the date field
- Drag your mouse over the area
- Select Save & Continue
Assigning a Driver Agreement to a Vehicle Group
Once a Driver Agreement and corresponding Agreement Terms are configured, your dealership Admin can assign the agreement to one or more Vehicle Groups by following the steps below:
- Select Settings from the main navigation
- Select Vehicle Groups
- Locate the applicable group
- Select the pencil icon to access the group settings
- In General Group Settings, select the Agreement dropdown
- Select the applicable DriverAgreement
- Select Save
- Scroll to the bottom of the page and select Done