Get documents e-signed (in-store or remote)
E-sign a deal's form pack in-house with no DocuSign. Sign in-store on your screen or email a secure remote link, then download the signed PDF.
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Get your closing paperwork signed without printing it. AutoDealer.io has built-in e-signature, so there's no DocuSign and no extra account. The buyer can sign on your screen in-store, or you can email them a secure link to sign from home. Once everyone signs, you get a signed PDF and a completion certificate.
E-signature lives on the deal's last step, Review & print, in the E-signature card. The card appears once the deal is marked sold.
You sign a generated form pack, not loose documents. Choose the packs on the deal's Paperwork step, and Mark sold generates them. See Generate the closing paperwork.
Start a signing session
- Mark the deal sold, then open its Review & print step. The Send for signature button in the Deal submitted panel jumps to the E-signature card.
- In the E-signature card, pick the pack from the dropdown.
- Click Send for signature.
This creates a signing session and emails a signing link to the buyer and the co-buyer straight away. Anyone without an email on file signs in store. The signers are filled in for you from the deal: the Buyer, the Co-buyer (if there is one), and the Dealer (you). Each unsigned signer shows Sign here until they sign, and the row says when the link was emailed and to which address.
If the pack still has blanks that were not filled in (for example the buyer has no street address, or the car has no mileage), nothing is sent yet. The card lists each blank as it reads on the paperwork, in double braces, because that is exactly what the buyer would see and sign. To fix it, fill in the missing details on the deal, the customer or the vehicle, or in your dealership settings, or fix the form, then generate the paperwork again and send the new pack. To send it as it is, click Send anyway.
If you see "Generate a form pack in Documents to print & download below first, then send it for signature," the deal has no generated pack: none was chosen on the Paperwork step, or generating it failed. Tick a pack in Documents to print & download, further down the same page, and click Print / download selected to generate it, then come back.
Sign in-store (on your screen)
Use this when the buyer is standing in front of you.
- In the session, find the signer and click Sign here.
- The buyer (or co-buyer) first reads Before you sign electronically, a notice about receiving and signing the documents electronically, their right to sign on paper instead, and how to get a copy. They tick the box and click Agree and continue. The dealer signer skips this step.
- A signature pad opens. Choose Draw signature to sign with a finger, stylus, or mouse, or Type name to type the name.
- Check the E-SIGN / UETA consent box. This is required.
- Click Adopt & sign.
Repeat for each party (buyer, co-buyer, dealer). The signer flips to a green Signed mark with the date and time. If a buyer does not want to sign electronically, do not continue: print the paperwork and have them sign on paper.
Hand the device to the customer for their part, then take it back to sign as the dealer rep. Same session, same pad.
Send a remote signing link
Use this when the buyer isn't there. They sign from their own phone or computer.
- Make sure the signer has an email on file. Send for signature already emailed the link to the buyer and co-buyer who have one.
- To send it again, click Send reminder next to that signer (Email link when no link has gone out yet). These buttons only appear for a signer with an email.
- They get an email with a secure "Review & sign your paperwork" link.
- They open it and read the notice about signing electronically first. Once they agree, they see the documents, sign with the same pad (Draw or Type), check the consent box, and submit.
The remote page shows only the notice, the paperwork and the signature pad: no login, no account needed. The signature pad stays pinned to the bottom of the screen while they scroll through the documents, so they never have to hunt for where to sign. If a buyer would rather sign on paper, or changes their mind before signing, they contact you; void the request and have them sign printed paperwork in store.
Each link is single-use and expires in 14 days. Once a signer signs, their link stops working. If a link expires, Send reminder emails a fresh one. If you cancel the session, void it and start over.
Track and finish
- A session is pending while anyone still needs to sign, completed when everyone has signed, and voided if you cancel it.
- When the last party signs, the session auto-completes.
- A completed session shows a Signed PDF download (the executed paperwork) and a Certificate link.
- When the last party signs, the buyer and co-buyer each get a copy of the signed PDF by email, at the address the signing link went to. Someone without an email on file gets nothing by email; hand them a printed copy. If an address existed but the copy could not be emailed (for example the address bounced before), you get a Signed copy not emailed notice: download the Signed PDF and give them a copy.
- The Certificate of completion lists every signer (name, party, signed time, consent time, and IP address) alongside their signature and the signed documents, and, for a buyer who agreed to the notice about signing electronically, which version of that notice they agreed to. Open it from the Certificate link, then Print or Download signed PDF from that page.
The signed record is the documents exactly as they were when you sent them. Editing the deal afterward does not change what was already signed.
Cancel a session
Need to redo it? On a pending session, click Void. This cancels the session and instantly kills any remote links you already emailed; they can no longer be used to sign. Then start a new session when you're ready.
You cannot void a completed session. Once everyone has signed, it's final. Get it right before the last signature.
Ask the assistant
In the AI chat, "has Jane signed the A100 paperwork?" answers from the signing sessions: who was invited, who has signed, and when. "Send the A100 paperwork to Jane for signature" prepares a card for the newest generated pack (or the pack you name) with the buyer's and co-buyer's email from their records, which you can change or empty on the card before approving; approving starts the session and emails the links exactly as Send for signature does, with whoever approves the card as the dealer signer. It always asks, because the email cannot be unsent, and a pack that was already sent is refused until you void that request here. When the pack has unfilled blanks, the card lists them, and approving the card sends the pack with them.
FAQ
Do I need DocuSign or another service?
No. E-signature is built in on every plan. There's no separate account, no per-signature fee, and nothing to connect.
Who can send documents for signature?
Owners, Managers, and Sales users. Signers themselves don't need an account. The buyer signs on your screen in-store or through the emailed link.
What can the customer sign with?
They can draw their signature (finger, stylus, or mouse) or type their name. Before that, they read and agree to the notice about signing electronically, and they check the E-SIGN / UETA consent box on the pad. Both count as their electronic signature, with consent, timestamp, and IP recorded.
Does the buyer get a copy of what they signed?
Yes, by email, once every party has signed: the signed PDF is attached. It goes even if the customer has No account emails switched on, because it is their record of the sale; only an address that bounced before is skipped, and you are told. A buyer with no email on file gets a printed copy from you.
Why can't the buyer see the documents or sign?
A document in the pack could not be displayed, and paperwork the buyer cannot read is never offered for signing, online or in store. Open the pack to see which document, fix the form, generate the paperwork again, and send the new pack.
The "Email link" or "Send reminder" button isn't showing. Why?
That signer has no email address on file, and their row says they sign in store. Remote links go by email, so they sign on your screen instead.
The customer says their link doesn't work.
Most likely it expired (links last 14 days), it was already used (they already signed), or you voided the session. Click Send reminder for a fresh link, or void and start a new session.
Where do I get the final signed copy?
On a completed session, click Signed PDF for the executed document, or open the Certificate to see the full signing audit trail and download/print from there.
Can I sign loose, one-off documents?
No. Signing always attaches to a generated form pack on a sold deal. Choose the pack on the Paperwork step, mark the deal sold, then send that pack for signature.