Contactless Contracting allows dealerships to submit a link by text message directly to the customer so the customer can sign the agreement on their personal device.
Dealerships can use Contactless Contracting on both Dealerware Mobile and Dealerware Web.
To create a Contactless Contract:
- Select a completed customer profile
- Create the contract
- Select Save & Assign Vehicle
- Assign a vehicle
- Select Save
- Verify Vehicle Details and document any issues
- Select Continue
To request a customer signature:
- Select Continue via Customer’s Device
- Confirm the phone number is correct
- Select Send Text Message
- A confirmation message will display. Select Close
If "Message Failed" populates after sending the text message, update your Dealerware app.
To manage pending signatures:
The contract will state Signature Pending in the contracts tab of Dealerware Mobile until the customer signature is received. By selecting the contract with a signature pending status, you can resend the text message. If you need to make changes to the contract, tap Cancel Contract.
- Refresh the contracts tab until Signature Pending states Signature Submitted
To receive a customer signature:
The customer will receive a text message with a link on their personal device. The customer will then complete the following steps:
- Open the link on their device in a web browser
- Toggle on each Agreement Summary toggle
- Sign the contract
- Select Sign Contract
This does not mean the contract is started.
To start a Contactless Contract:
- Select the Signature Submitted contract
- Select Start Contract
- Select Yes
The customer will receive another text message with their signed and started contract.