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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.

A deal jacket for a 2020 Honda Accord Sport: the Next issue button walks from Vehicle to People to Deal until nothing is missing, and the recommended documents go out in one signing request that moves from sent to delivered to completed.

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.

A VIN typed into a deal jacket: the app decodes it and fills in the year, make and model of a 2020 Honda Accord.

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.

The deal jacket reading the deal’s details and recommending the ten documents a Florida sale needs, from the application for title to the bill of sale.

One request, every signature

Send several documents in one signing request and follow it from sent to delivered to completed.

One signing request carrying the bill of sale, the buyer's order and the odometer disclosure moves from sent to delivered to completed as the buyer, the co-buyer and the dealer each sign.

Sales tax by county

Florida state and county tax figured for you at each county's current rate, and flagged the moment a change leaves it out of date.

A Florida deal's sales tax split into a state line and a county line, then flagged on the card when the taxes need to be calculated again.

Vehicle history in a click

Run a ClearVIN vehicle history report 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.

Tag and title fees up front

Put Florida's tag and title fees on the deal before the buyer signs.

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 WhatsApp, 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
A deal jacket Overview with three required items — odometer reading, the buyer's driver license number and the trade-in payoff — each checked off until nothing required is missing, and the buyer's email left as optional.
A deal summary card: subtotal, taxes and trade-in add up to the total, two payments fill the progress bar and the balance due reaches $0.00.
A deal switching from cash to buy here, pay here, and the payment summary that appears: $143.25 every two weeks, with the total of payments, amount financed, finance charge and APR.
A buyer filling in a credit application on a phone: first name, last name and date of birth entered, saved automatically, with the About you section checked off.

Run the office

Built for the whole team, not just the desk.

Who did what

Every deal keeps a record of changes and your team's notes, and the audit log covers the whole dealership.

A deal's activity: the deal created, a teammate's note, and a saved change showing the sale price and the trade-in before and after.

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.

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.

Building the deal costs nothing.

You pay only when you open the jacket's documents or send them for signature. No subscription.

See all pricing
per deal jacket
$2.50
per deal jacket
to e-sign a deal jacket
$3
to e-sign a deal jacket
for a buy here pay here or lease contract
+$2.50
for a buy here pay here or lease contract

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 it's 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.

Add your team, and print or e-sign your first deal today.