Generate the closing paperwork
Choose a deal's forms on the Paperwork step. Marking the deal sold generates them; print or download the whole package on Review & print.
Last updated
Your closing forms fill themselves from the deal. Choose them on the Paperwork step. Marking the deal sold generates them, and Review & print is where you print and download the whole package.
Choose the forms for a deal
The Forms for this deal card on the deal's Paperwork step lists everything the deal can produce, in four groups:
- Official state forms: the fillable government PDFs for the deal's issuing state. See Official state forms.
- Your PDF forms: PDF forms your dealership uploaded and mapped under Forms.
- Your form packs: saved packs. A pack is a bundle of templates (the contract, buyer's order, disclosures, and so on). See Use and create form templates.
- Your individual forms: single templates, for a form you want without the rest of its pack.
- Open the deal and go to the Paperwork step.
- In Forms for this deal, tick what the deal needs. The badge at the top of the card counts what is selected.
- Click Save selection.
Ticking generates nothing: Save selection only records the choice. On a deal whose choice was never saved, the state forms and PDF forms tagged deal type start out ticked. You can also save with nothing ticked, and the deal then has no forms to generate. Once the deal is sold, cancelled or unwound, the choice can no longer be changed.
If the card says "Nothing to select yet," your dealership has no templates, packs or uploaded PDF forms, and no official state forms load for this deal. Add templates and packs under Forms, and set the dealership's title issuing state under Settings so the state forms load.
When the forms are generated
Mark sold generates what you chose: one generated pack for each chosen pack, plus one more that holds the individual forms you ticked. Submit (Pending), which moves a draft to pending, generates nothing. The official state forms and your PDF forms are not generated at the sale: they are filled from the deal each time you view or download them. View saves nothing. Download saves an exact copy of that PDF in the deal's Documents, marked Generated copy. Download it again with nothing changed since its last saved copy and you get that copy back instead of a second one; once something on it changes, the next download saves a new copy and the earlier ones are kept (see Saved copies).
After the sale, Review & print opens with a Deal submitted panel. Its first item, The paperwork was generated, links each generated pack. If generating fails, the deal stays sold and the owner gets a notification that the forms did not generate.
Each generated pack is a snapshot of the deal's numbers and the buyer's details at the moment it was generated. Mark sold generates every chosen pack again, so a price you changed before the sale is on the final paperwork. Every generation stays listed under Already generated on the Paperwork step, so you always have a record.
You can also generate a pack before the sale, from Documents to print & download on Review & print (see below).
Preview and print one pack
Open a generated pack from Already generated on the Paperwork step, from the Deal submitted panel, or with Print next to it in Documents to print & download. The viewer, titled Generated pack, shows every form in the pack, one per section.
- Review each form on screen.
- Click Print / Save as PDF (top right). This opens your browser's print dialog.
- Print on paper, or choose Save as PDF as the destination to keep a digital copy.
Each form prints on its own page (automatic page breaks), so you get clean, separate documents.
If you see a yellow "Some variables couldn't be resolved" banner, a field was blank when the pack was generated. The unfilled spots show as {{like-this}} in the output, and the section's header gets a "N missing" badge. Fill in the missing customer, vehicle, or deal field, then generate the pack again; reprinting the old one won't fix it. Before the sale, Mark sold generates the chosen packs again. At any other time, ask the assistant to regenerate the pack (see Ask the assistant): Documents to print & download only offers to generate a pack that was never generated.
Print and download the whole package at once
The Review & print step (step 5) gathers everything the deal can produce into one checklist so you can print and download in a single pass.
The Documents to print & download card has these groups:
- FTC Buyers Guide (retail sales): the buyer's copy of the guide on the car's window, with View and Download. See Print the FTC Buyers Guide for a car.
- Closing forms: generated packs (tagged generated, each with a Print button) and saved packs that have not been generated yet (tagged not generated, with a generates on print note).
- Official state forms: fillable official PDFs for the deal's issuing state, each with View and Download.
- Your PDF forms: your dealership's uploaded PDF forms filled from the deal, each with View and Download.
- Saved documents: everything stored on the deal, each with its date and Download: scans you added on the Paperwork step (driver's license, insurance card, title), signed paperwork, and the copies saved when someone downloaded a state form or one of your PDF forms (marked Generated copy).
The card opens with every generated pack ticked, plus what you chose on the Paperwork step. A deal whose choice was never saved starts with every pack and the forms tagged deal type ticked instead.
- Check every document this deal needs.
- Click Print / download selected.
- AutoDealer.io generates any checked pack that wasn't generated yet, then opens the Closing package view with all your selected HTML forms back-to-back. One Ctrl/Cmd-P prints or saves them all together. The checked official state forms and PDF forms are listed there too, each with View and Download.
- For each uploaded scan, click its Download button in the checklist.
HTML closing forms print together as one package. To get the checked official state forms as one file, use View N as one PDF or Download as one PDF at the bottom of the card. Uploaded scans download one at a time. There is no single button that puts everything into one PDF: use your browser's Save as PDF on the closing-package view for the HTML forms.
When the Review & print step is done
Printing or downloading the package does not complete the step, and there is no separate button to press when the package is ready. Review & print gets its check when the deal is sold. Use the button at the bottom of the page: Submit (Pending) on a draft, then Mark sold on a pending deal. See Mark a deal sold (and unwind it).
On a cash, finance, or wholesale deal the step stays open while a balance is still due, even after the sale. Record the remaining payments on the deal, and the step gets its check once the Balance due is zero. An in-house (BHPH) deal is not held open this way, because its balance is carried on the loan.
Ask the assistant
In the AI chat, "which forms does the A100 deal need?" reads the same choice the Forms for this deal card shows, by name, and lists what else you could add. "Choose the Retail Sale pack and the title application for A100" prepares a card that saves that choice (the state forms flagged for the deal type come along when nothing was chosen yet); approving it is the same as Save selection, and it can be undone. "Generate the paperwork for A100" prepares a card that generates every chosen pack that is not generated yet, or a pack you name; the card lists the documents it will produce, and a pack that was already generated is left alone unless you say regenerate. Official state PDFs are still filled when you view or download them on Review & print, and downloading one saves a copy on the deal.
FAQ
Where do the form templates and packs come from?
A teammate builds them under Forms: each template is filled with deal variables, and a pack groups several templates. If Forms for this deal has no packs or templates to tick, create them first. The closing paperwork is only as good as the templates behind it.
Why are there no official state forms on my deal?
Official PDFs require the deal's issuing state to be set (under Settings → Deal defaults) and an admin to have uploaded and mapped that state's forms under Admin → State docs. If either is missing, the Official state forms group shows a hint saying which. See Official state forms.
Why does a form show {{placeholders}} instead of real values?
A field was empty when the pack was generated. Fill the missing customer, vehicle or deal field, then generate the pack again: before the sale, Mark sold does that for the chosen packs, and the assistant can regenerate a pack at any time. Reprinting the existing snapshot keeps the old placeholders.
Can I send these forms for signature instead of printing?
Yes, once the deal is sold. Generated packs feed the E-signature card on Review & print, which appears after the sale. See Get documents e-signed. Printing and e-signing are independent; use whichever the buyer needs.
Do I have to regenerate after I change the price?
Not for the packs you chose: Mark sold generates them again from the deal's final numbers. A pack generated or printed before then still shows the old figures, so print the new one. After the sale the deal's numbers are locked.