eSignature introduces a streamlined process for requesting and managing electronic signatures on documents within the Dealer Admin and Customer Portal. This feature enhances workflow efficiency for dealers and provides a seamless signing experience for customers.

• Simplifies document workflows for dealers and customers.

• Supports both ERP-integrated and non-integrated dealers.

• Provides a centralized documents tab for tracking signature status.

• Ensures legal compliance with U.S. ESIGN Act and UETA standards.

• ERP integrated: Documents can be pulled directly from the ERP. This is currently only available for Epicor BisTrack.

• Non-integrated dealers: Can upload local documents for eSignature.

• Dealers access the documents tab through Dealer Admin to manage signature requests.

• Customers access the documents tab through the Customer Portal to view and sign requested documents.

• Dealers can:

  • Search for a document in their ERP (BisTrack).

  • Upload a document manually from their local machine.

• All signature requests must be tied to a contact within a specific account.

• Once a document is uploaded, input fields can be added:

  • Signature field: Allows freehand signature input.

  • Plain text field: Used for entering names, dates, or other text.

• After positioning the fields, users proceed to the next step.

• Signature links can be sent via email and/or text.

• Communication fields auto-fill if a customer is selected.

• Links are only accessible by logged-in accounts.

• Customers click the signature link to open the document.

• If not signed in, they are prompted to log in.

• Users complete the required fields (signature or text) and submit.

• Signed documents appear in the Customer Portal for immediate access and download.

• Dealers receive an email confirmation of the signed document.

• Dealers can:

  • View all signed and unsigned documents.

  • View document activity history, including first opened, last opened, last and signed date.

eSignature is powered by Documenso, ensuring:

• Compliance with U.S. ESIGN Act, UETA, and other standards.

• Cryptographic sealing of signed documents to prevent alterations.

• Inclusion of a signing certificate for verification.

Yes! Non-integrated dealers can upload local documents manually for eSignature requests.

No, signed documents are stored in the dealer admin documents tab, which serves as the system of record for eSignature.

Customers can download their signed documents from the Customer Portal after signing.

Yes. Every signed document includes a signing certificate, acting as a digital fingerprint for authenticity verification.

For additional support contact our customer success team.