The vehicle on the contract is not the vehicle on the lot
If the deal does not inherit the inventory record, someone retypes year, make, model and stock until something is wrong.
Deals & contracts
Work Deals and Contracts From the Same Customer and Vehicle
A deal only helps if the buyer, the unit and the contract are one file. NetDealer keeps that file together so sales and the office are not reconstructing the sale from texts and folders.
Work the deal, print contracts, and store the jacket with the record it belongs to.
app.netdealerdms.com/deals-&-contracts
Deal workspace with demo customers and vehicles. Names are fictional.
When the deal is not the deal
Paperwork that lives beside the DMS is how deals stall.
Independent lots lose time when the worksheet, the contract and the customer file describe three slightly different sales.
The buyer is a name on a folder
Co-buyers, notes and later collections work need the same customer the deal used — not a new card in a drawer.
The jacket cannot find the deal
Contracts, receipts and deal documents only help if they stay with the record the office will open next.
Deals in NetDealer
Customer, vehicle and paperwork in one workflow.
This is dealership deal management — not a consumer finance website, and not a generic document vault.
Deals tied to inventory
Carry the vehicle into the deal instead of re-keying it. The stock record and the contract should describe the same unit.
Customer and co-buyer on the deal
Keep the people on the contract connected to the customer file the rest of the store will use.
Contracts with the record
Print contracts from the deal and keep the paperwork on that file so the jacket is not a scavenger hunt.
Status the office can see
Sales and the back office should not keep private versions of which deals are open, funded or waiting on paper.
Around the deal
The deal is where inventory becomes a customer file.
Desk and lot
Work the deal in the browser. Pull deal context from the phone.
Heavier deal and contract work happens in the web app. The mobile app is for deal information when you are not at a desk.
Next step
See a deal that already knows the customer and the car.
A demo is the fastest way to watch a unit move from stock to contract. Get Started begins a subscription when the store is ready.
Prefer to talk now? Call (682) 206-3656.
Why dealers stop using side worksheets
Because the contract has to survive the afternoon.
A deal that is only a PDF in email is not connected to inventory, the customer or later collections.
One deal file
Customer, vehicle and contract belong together before anyone prints.
Less re-keying
The deal should inherit the unit and the buyer, not start from a blank form.
Documents on the record
The jacket should open with the deal, not from a shared drive named by week.
Related
Keep reading
Closely related NetDealer pages — not a dump of every URL on the site.
Questions about Deals & Contracts
It is the part of a DMS that keeps the customer, the vehicle and the contract on one deal so the office is not retyping the sale across folders and worksheets.
Keep the deal, the buyer and the vehicle on one file.
Contracts and the deal jacket should open with the same record sales just used.
Questions? (682) 206-3656 · contactus@netdealerdms.com