Deal workbench
From handshake to handed-over keys
A three-phase workbench, Work, then Sign and Book, then Deliver, moves each deal forward with hard gates so nothing ships half-done.
One guided flow
Three phases, hard gates, no half-done deals
Each deal moves through Work, Sign and Book, then Deliver. The gates make sure a deal cannot skip a step, so paperwork, signatures, and delivery all happen in the right order every time.
- Co-signers and businesses on the bill of sale
- Built-in e-sign for any document
- A clear picture of exactly where every deal stands
Trade-ins
A trade-in becomes your next listing
The moment a deal completes, any trade-in mints fresh inventory automatically. The car you just took in is ready to recondition, price, and list without re-keying a thing.
- Trades flow straight back into inventory on completion
- No double entry between the deal and the lot
- The pricing engine is ready to value the trade the moment it lands
What you get
Inside deal workbench
Work, sign, and deliver every deal in one hard-gated flow. Bill of sale, co-signers, e-sign, and delivery, without the paper shuffle.
Hard-gated phases
Work, Sign and Book, then Deliver. Each phase gates the next so a deal is never delivered before it is signed and booked.
Built-in e-sign
Assign signers to any document and collect legally captured signatures without leaving the deal.
Automatic trade-ins
Completing a deal mints the trade-in as fresh inventory, ready to price and list.
How it works
Three steps, no busywork
- 1
Work the deal
Build the deal, add co-signers or a business, and assemble the bill of sale and documents.
- 2
Sign and book
Collect signatures with built-in e-sign and book the deal once every gate is clear.
- 3
Deliver
Complete delivery, and any trade-in mints fresh inventory automatically.
FAQ
Deal workbench questions
Run this, and the rest of the lot, from one place
Start a 30-day free trial or book a guided demo. No card required, and our team helps you get set up.