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!
Troubleshooting Document Printing Issues
Documents Not Loading or Printing
Ensure that deal documents are uploaded to your store settings. Printing functionality requires these documents to be available.
If documents fail to load, perform a hard refresh:
Right-click anywhere on the page and select 'Inspect Element.'
Click the refresh icon on the browser tab.
Right-click the refresh icon again and select 'Empty Cache and Hard Reload.'
Persistent Spinning or Blank Pages
Clear your browser cache and cookies, then perform a hard refresh as described above.
Check your internet connection, as temporary connectivity issues can cause spinning windows.
Edited Documents Not Appearing
Ensure that the document is Published in the system. Documents still in Draft status will not appear in the printable docs list.
Browser-Specific Issues (Chrome)
Disable conflicting browser extensions, such as Adobe Acrobat:
Open Chrome and go to Extensions (Menu > More Tools > Extensions).
Locate the Adobe Acrobat extension and toggle it off.
Retry printing.
If printing opens a blank tab or shows an error like "Your file couldn’t be accessed," clear the browser cache and disable extensions as described above.
Print Dialog Not Appearing or PDFs Downloading Instead
Check device/browser-specific settings. For example, devices like Chromebooks or 2-in-1 laptops may force PDFs to download.
Reduce browser zoom if the Print button is inaccessible:
Windows/Linux: Ctrl + "-"
macOS: Command (⌘) + "-"
Device and System-Specific Issues
Printing is handled by your device’s operating system and browser. Ensure your printer is properly connected and configured.
If printing works on another device, check for popup blockers or browser settings on the problematic system.
Store-Specific Printing
Ensure you are logged into the correct store in DriveCentric. Documents are only accessible and printable within the specific store environment.
FAQs for Specific Scenarios
Why is Vehicle Information Missing on Printed Documents?
Ensure the correct vehicle is selected in the deal. Delete any incorrect entries, such as custom vehicles.
How Can I Print a Blank Deal Pack?
Open an existing deal pack, delete customer-specific information, and print the forms.
By following these steps, most document printing issues in DriveCentric can be resolved efficiently. For persistent problems, consult your internal IT team or DriveCentric support.