How do I use Contactless Contracting?

Contactless Contracting allows a dealership customer to review contract details and sign their Customer Agreement via text (United States) or email (Canada) from their personal device.

Dealerships can use Contactless Contracting in 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 
• Confirm the Contract Details are accurate 
• Verbally confirm with the customer that a Credit Card Hold will be placed on their card (if applicable) 

To request a customer signature:

• Select Continue via Customer’s Device
• Confirm phone number (United States) or email (Canada) is correct
• Select Send Text Message (United States) or Send Email (Canada) 
• A confirmation message will display. Select Close

If  "Message Failed" populates after sending the text message (United States) or email (Canada), 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 displays Signature Submitted

To receive a customer signature: 

A text message (United States) or email (Canada) containing a link will be sent to the customer’s 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 
• Sign the contract
• Select Sign Contract

This does not mean the contract has started.

To start a Contactless Contract:

• Select the Signature Submitted contract on the dealerships device 
• Select Start Contract
• Select Yes

The customer will receive another text message ( United States) or email (Canada) containing their contract details and signed Agreement.