Deal Jackets
The whole deal in one jacket.
Buyer, vehicle, trade-in, taxes, contracts and signatures, entered once. Then print the jacket or send it for e-signature, all together.
What's inside
Everything the deal needs, on one record.
Starts from the VIN
Type the VIN and the year, make and model fill themselves in.
Documents picked from the deal
The jacket recommends the documents this deal needs. Add or remove any of them, customize the wording, and change any value before it prints.
One envelope, every signature
Send several documents in one DocuSign envelope and follow it from sent to delivered to completed.
Vehicle history in a click
Run a ClearVIN history check from the vehicle without leaving the deal.
Co-buyers, trade-ins and liens
Add a co-buyer, a trade-in or a lienholder only when the deal has one.
Nothing left blank
It tells you what's missing before the buyer leaves.
The Overview lists every answer the deal still needs, and Next issue takes you to each one until there's nothing left.
- Required items are the ones that would come out blank on the paperwork
- One button jumps to the next missing answer, wherever it is
- Optional details are kept apart, so they never hold up a deal
The numbers
Know the numbers before you shake hands.
Every car shows its projected profit from its price and cost, and every deal adds up price, taxes and trade-in to the exact balance the buyer owes.
- Projected profit and margin on each vehicle, and profit over time in your reports
- Trade-in credit, or negative equity, counted on the same card
- Each payment you take fills the bar until the balance reads $0.00
Financing
Buy here, pay here and lease contracts from the same entry.
Change the deal type and the jacket adds what that deal needs — a payment schedule and collections for buy here, pay here, lease terms and a residual for a lease.
- Cash, outside finance, buy here pay here, lease and wholesale deals
- Send the buyer a credit application by email or a link, and they fill it in on their phone
- Weekly, every-two-weeks or monthly payments, with APR, finance charge and total of payments worked out
Run the office
Built for the whole team, not just the desk.
Everyone sees what they should
Decide what each person can do — who can open deals, who can edit them and who can see the paperwork.
Who did what
Every deal keeps a record of changes and your team's notes, and the audit log covers the whole dealership.
More than one dealership
Switch between the dealerships you run from the menu, with one login.
Ask the assistant
Ask a question in plain words and get an answer, or a shortcut straight to the screen or field you need.
One flat fee per deal jacket.
E-signing included. Print it, e-sign it or both — it's one charge, and building the deal costs nothing.
- per deal jacket, e-signing included
- $20
- per deal jacket, e-signing included
- per vehicle history report
- $3.50
- per vehicle history report
Deal jacket questions
Can I work a deal from a phone or tablet?
Yes. The deal jacket has its own phone layout, with the sections and Next issue a tap away.
Does the buyer need an account to e-sign?
No. Each signer gets an email from DocuSign and signs from their phone or computer. You see when the envelope is delivered and when it's completed.
Can I print instead of e-signing?
Yes. Print the jacket for signatures on paper, send it for e-signature, or both — it's your call on every deal.
I'm coming from paper or another system. How do I start?
There's nothing to install. Create your account, type the VIN of the next car you sell, and build that deal here.
Build your next deal in one jacket.
Start free, add your team, and print or e-sign your first deal today.