Product update
Guided contract preparation
Setup, Fields, and Review guide staff through accurate agreements before the signing email goes out.
Recalled contracts embarrass the front office. A guided flow links vehicles and contacts, previews the customer view, and confirms readiness before send.
Why we built it
Staff should not guess which fields are missing. Setup → Fields → Review reduces send-and-recall cycles and builds confidence before customers see the PDF.
What you can do
- Walk through Setup, Fields, and Review when preparing a send.
- Link vehicles and contacts in-flow.
- Preview the customer-facing document before sending.
Get started
Create a contract from a customer or vehicle record to use the guided composer.
Questions about this update?
Book time with our team or browse the rest of the changelog.