The "Deal Documents" are documents that your store entered into DriveCentric to allow you to print internally from the CRM. This would allow the information about your Customer, Deal, and other information to automatically populate on the documents before printing. The hope is this will cut out the handwritten documents needed by the dealership, and allow the system to automate a lot of loading the information to the print preview screen.
You can print these documents right from the Customer Card for both Open Deals, as well as Delivered Deals:
Printing Deal Docs on an Open Deal
Open the customer deal card
From the action buttons on the right select Documents.
Select your category from the tabs at the top of the Deal Document selector and select the documents you want to print.
Select the documents you need to print and click the print button.
Your Google Chrome print dialogue box should open allowing you to select a printer and print options.
Printing Deal Docs on a Delivered Deal
Open the customer deal card
Click on the Deals tab and select the delivered deal.
Click the documents button.
Select the documents you need to print and click the print button.
Your Google Chrome print dialogue box should open allowing you to select a printer and print options.
If you have any questions about Printing Deal Documents, please reach out to your Customer Success Team by clicking on the Support Icon found in the bottom right-hand corner of DriveCentric!