Use and create form templates
Use the included standard forms, create your own HTML merge templates, and generate them onto a deal as a printable pack.
Forms are merge templates: HTML with {{variable}} placeholders that fill in from a deal. You get a set of ready-to-use standard forms with every plan, and (on paid plans) you can add your own custom templates. You generate forms from a deal's Paperwork step, not from the Forms page.
What's on the Forms page
The page has three sections:
- Standard forms — starter templates included with your plan. They're free and always available, on every plan, and never count against your custom-template limit.
- Your templates — custom templates you create. A counter shows how many you've used against your limit and your plan tier (e.g.
2 / 10 (Pro)). - Packs — bundles of templates you can generate together in one click.
Standard forms included
These ship with every account and can be generated from any deal:
- Bill of Sale
- FTC Buyers Guide (Draft)
- Federal Odometer Disclosure Statement
- Privacy Notice (GLBA)
- Title & Registration Application (Worksheet)
- Retail Installment Contract (BHPH)
- Risk-Based Pricing Notice (Draft)
- Adverse Action Notice (Draft)
The standard forms are generic starters, not state-certified documents. Several are labeled (Draft) or (Worksheet). Review them against your state's requirements before using them with a customer. The official, fillable state PDFs (Florida only today) are separate — those live on the deal's Review & print step, not here.
Generate forms onto a deal
You don't generate forms from the Forms page — you generate them from the deal.
- Open the deal and go to the Paperwork step.
- In the Forms card, click Generate Retail Sale pack for the standard closing bundle (this one-click button appears only when your dealership has a pack named Retail Sale), or click Generate pack to pick.
- If you clicked Generate pack, choose a saved pack under From a saved pack, or under Or pick individual templates tick templates and click Generate selected (N).
- The generated pack opens in a viewer titled Generated pack. Click Print / Save as PDF to print or save it as a PDF (choose Save as PDF as the destination in your browser's print dialog).
Generated packs are saved on the deal under Previously generated, so you can reopen and reprint them anytime. The merge values are captured at generation time — change a price or buyer detail later and you must generate the pack again to refresh it.
If a field on the deal is blank, that placeholder can't be filled. The output shows it as {{like-this}}, the section header gets a "N missing" badge, and a yellow "Some variables couldn't be resolved" banner appears at the top. Fill in the missing customer, vehicle, or deal field on the deal and generate again — reprinting the old pack won't fix it.
Create a custom template
Custom templates let you tailor wording to your dealership. This requires a paid plan (see limits below).
- Go to Forms and click New template (top right).
- Enter a Name and an optional Description.
- In the Body (HTML) box, paste your form's HTML. Use
{{variable.path}}wherever a deal value should fill in. - Pick merge fields only from the Allowed variables list shown beside the editor (e.g.
{{dealer.name}},{{customer.full_name}},{{vehicle.vin}},{{deal.selling_price}},{{today}}). - Click Save template.
The editor pre-fills a starter Bill of Sale so you can see the format. Money fields like {{deal.selling_price}} and {{deal.total}} come out already formatted (e.g. $24,500.00). To leave an often-blank field (co-buyer, trade-in, financing terms) silent when it has no value, add a trailing ? — {{customer.co_buyer_full_name?}} renders to nothing instead of being flagged as missing.
The body is plain HTML — there's no rich-text/visual editor. It renders on screen and through your browser's print dialog. If you reference a variable that isn't on the allowed list, the save is rejected with a message naming the bad variable(s). Use only the paths from the Allowed variables panel.
Plan limits and who can edit
- Custom template limits: Basic = 0 custom templates (standard forms only), Pro = 10, Enterprise = unlimited. The standard forms never count against this limit.
- When you reach your limit, the New template button is disabled and a banner reads "You're at your plan's custom-template limit. Upgrade for more."
- Creating, editing, and deleting templates requires the Owner or Manager role. Sales users can still generate forms onto a deal, but can't author templates.
The in-app screen for editing an existing template isn't built yet. After you save a new template — and when you click a template row or its Edit template action — the app currently navigates to a template detail page that doesn't exist, so you'll land on a "not found" page. Your saved template is still created and appears under Your templates on the Forms page. To change a template's wording today, the practical path is to create a new template with the corrected body (within your plan's limit) and use that one going forward.
Delete a template
You can remove a custom template you no longer need.
If a template is part of a pack, the delete is blocked — you'll see "This template is part of N form pack(s) — remove it from the pack(s) before deleting." Take it out of the pack first, then delete. This prevents a pack from breaking when it tries to generate a template that no longer exists.
FAQ
Where do I actually generate a form?
On the deal — open it, go to the Paperwork step, and use the Forms card. The Forms page is only for managing templates and packs.
Why does my generated form show {{customer.phone}} instead of a value?
That field was blank on the deal when you generated. Fill it in on the customer/deal and generate the pack again. The output also flags it with a "missing" badge on that form's section.
Can I upload a Word doc or PDF as a template?
No. Templates are HTML with {{merge}} fields. To put a finished PDF or scan on a deal, upload it as a document on the Paperwork step instead.
My plan says 0 custom templates — can I still print a Bill of Sale?
Yes. The standard forms (including Bill of Sale) are included on every plan and aren't affected by the custom-template limit. Upgrade to Pro or higher only if you want to author your own.
How do I save a generated form as a PDF?
Open the generated pack and click Print / Save as PDF, then choose Save as PDF as the destination in your browser's print dialog. Page breaks put one form per page.
Are these forms officially filed with the DMV?
No. Generating a pack just produces printable paperwork for the customer. Official state title/registration filing is handled separately in the title workflow, and state-certified PDFs (Florida only today) are on the deal's Review & print step.