Signature Only Form Declarations
Overview
A new option has been created that will allow for declarations for Appraisals and Test Drives to be created so that they appear on the acceptance signature box screen only. This forces the customer to interact or acknowledge specific items on the form or Terms and Conditions when signing.
Workflow
Signature only declarations are controlled from within the Appraisal or Test Drive declaration record itself, and only becomes an option for Boolean answers as this is a check box only.
once applied and active on an account it will display in two areas on the form. Firstly it will be read only in the regular accordion where declarations are held
The only editable option for the declaration will now be within the signature screen
Related Articles
Appraisal Form - Appraisal Declarations In Vehicle Conditions
In 21.1.1 we've added new Appraisal Declaration options to the Vehicle Appraisal Form. These can be managed and customised by dealership or group via Settings>Sales Pipeline Settings>Appraisal Declarations by AP1 users. The details typed in the ...
Test Drive Declaration
Overview Declarations have now been enabled on Test Drive forms, this will allow for custom questions and data to be asked and recorded at the Test Drive stage Provisioning To have access to the Test Drive Declarations admin screen, a user will need ...
Role Management - Finance Form (F&I Form)
Role Management - the Finance Form section on a Lead, will only be available will only be available to users with the 'F&I Form Role’ Role is Yard based - the Form will only display for Leads that match this Yard Role has Managers - Managers can ...
Overview - F&I Form (Finance Form)
The F&I Form (Finance and Insurance Form) is available to anyone who has the 'F&I Form Role'. Users will only be able to add the form to existing Leads. The Form displays all Listing, Customer, Second Customer and Appraisal information, with a ...
How To Create a Finance Form (F&I Form)
Users who belong to the 'F&I Form Role' will see a Finance Section on all Leads. On expanding of the Section a thumbnail of created Finance Forms will display and the Add button displays. The '+' icon on the grey Action Menu includes an option to add ...