Dealer Agreement Packets
Sub-dealer agreement, W-9, ACH authorization, carrier compliance certification, commission schedule, non-compete. Your master agent brand on every signing email and page — not DocuSign’s. Build the packet once. Send to every new dealer in your network.
Employee Onboarding
Offer letters, policy acknowledgments, commission acknowledgment forms, store associate agreements. The same seasonal volume problem retailers face — solved the same way. No per-envelope pricing. Hire for the holidays without watching your bill spike.
Dealer Compliance Certifications
Ongoing carrier compliance certifications, renewal agreements, performance addenda. Build the certification template once. Send it to every dealer in your network when renewal comes up. Track completion in real time from one dashboard.
Store Operations Documents
Build any back-office checklist as a signed, audit-trailed template using the drag-and-drop builder. Custom field types. Configurable signing sequence. Every completed form in the tamper-evident audit trail (Coming Soon). ESIGN Act compliant by default.