DIGITAL DOCUMENTS & E-SIGNATURES

Dealership Document Management and E-Signature Software

Keep the paperwork connected to the deal.

HillzDealer brings document preparation, electronic-signature requests, signing status, and completed records into the dealership workflow. Keep supported forms and contracts associated with the right customer, vehicle, and transaction so your team can follow the document process from preparation through completion.

For independent and franchise dealerships across Canada and the United States, from single locations to multi-location operations.

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Prepare documents using connected dealership information

Document preparation starts with information your team has already collected. HillzDealer uses supported customer, vehicle, and transaction details to populate applicable forms, including the Bill of Sale.

Carry the relevant information forward, review the prepared document, and keep it associated with the deal. This helps reduce repeated entry while keeping your team responsible for checking the details before sending.

Bill of Sale preparation

Prepare a supported Bill of Sale using connected customer, vehicle, pricing, and transaction information. Keep the completed record with the deal it belongs to.

Forms and reusable templates

Use supported dealership forms and templates to create a consistent starting point for document preparation. Review your dealership’s document requirements and available configuration during a personalized demo.

Customer, vehicle, and deal context

Keep paperwork connected with the information behind the transaction. Staff can work with documents in the context of the customer, vehicle, and active or completed deal.

Move supported documents through electronic signing

Prepare the document, review the details, and send an electronic-signature request to the appropriate signing parties. HillzDealer supports remote customer signing for eligible documents and keeps signing activity connected with the transaction.

Where configured, the workflow can include additional signing parties. Your team can review available signature status and identify signing activity that still needs attention.

Know the next document step

Use document and signature status to understand where work stands: preparation, a sent request, outstanding signing activity, or a completed record. The available statuses depend on the configured workflow.

Keep completed records with the transaction

After signing, retain the completed document with the appropriate customer and deal. Give authorized staff a connected record to return to when reviewing the transaction.

Give dealership teams a shared document workflow

Sales, finance, administration, and management may each take part in completing a deal. Connected documents help those teams work from the same transaction context as responsibility moves between employees.

HillzDealer supports role-based document access and available activity history. Review user responsibilities, location access, and document permissions when configuring the workflow for your dealership.

For a single location, that can mean a clearer handoff between departments. For a multi-location operation, it means planning document access and ownership around the stores and people involved.

From deal information to completed documents

  1. Start with the transaction.

    Connect the customer, vehicle, and relevant deal information.

  2. Prepare and review.

    Select a supported document and check its populated details.

  3. Send for signature.

    Initiate the configured signing process for eligible documents and the appropriate parties.

  4. Follow the status.

    Review available document and signing activity to identify the next action.

  5. Keep the completed record.

    Retain the finished document with the customer and deal.

Questions about dealership document management

What is dealership document management software?

It helps dealership teams prepare and organize documents in the context of customers, vehicles, and transactions. A connected workflow can also include signature requests, status tracking, completed records, and authorized employee access.

Can HillzDealer help prepare a Bill of Sale?

Yes. HillzDealer supports Bill of Sale preparation using applicable information connected with the customer, vehicle, and deal. Available forms and fields should be reviewed for your dealership’s configuration.

Does HillzDealer support electronic signatures?

HillzDealer supports electronic-signature requests, remote customer signing, signature-status tracking, and completed document records for supported workflows. Review the document types and signing requirements you need during the demo.

Can more than one person sign a document?

Where the configured workflow supports it, additional signing parties can be included. Review your customer, co-buyer, and other signing requirements with the HillzDealer team.

Is this relevant to dealerships in both the United States and Canada?

Yes. The document workflow is relevant to dealership teams in both countries. The forms, signing processes, access settings, and record requirements should be reviewed for each operation and jurisdiction; the software does not guarantee that every document or process meets every local requirement.

See your dealership’s document workflow in HillzDealer

Bring your forms, Bill of Sale process, signing steps, and team responsibilities to a personalized walkthrough. Review how supported digital documents can stay connected with the customer, vehicle, and deal throughout the transaction.

Request a Personalized Demo