Digital signature collection and document storage

**Purpose**

1.1. Automate digital signature collection and secure storage of signed documents for sales, service, warranty, and compliance forms at Acura dealerships.
1.2. Ensure regulatory adherence by time-stamping every document, notifying relevant parties instantly, and archiving files securely.
1.3. Integrate signature workflows with DMS (Dealer Management Systems), cloud storage, and CRM for seamless document lifecycle management.
1.4. Enable on-site, remote, or mobile signing to support showroom, service lane, or at-home transaction scenarios.

**Trigger Conditions**

2.1. Vehicle sales, lease, or finance agreements generated for customer review.
2.2. Service orders or warranty claim forms initialized needing customer or technician signature.
2.3. Compliance documentation (privacy, DMV) requiring documented consent or approval.
2.4. Scheduled time triggers for follow-up on unsigned documents or expiry reminders.
2.5. CRM trigger when a customer moves to contract or agreement stage in the sales pipeline.

**Platform Variants**

3.1. DocuSign
• Feature/Setting: Envelope API for sending signature requests and retrieving signed documents; configure callback for document completion.
3.2. Adobe Sign
• Feature/Setting: Send Agreement API with automated reminders and webhook for status updates.
3.3. HelloSign (Dropbox Sign)
• Feature/Setting: Signature Request Endpoint with team notifications setup.
3.4. PandaDoc
• Feature/Setting: Document Creation API plus webhook for signed document receipt.
3.5. SignNow
• Feature/Setting: API for sending documents, tracking status, and saving completed PDFs to a designated folder.
3.6. RightSignature
• Feature/Setting: Templates API to automate document generation and request.
3.7. OneSpan Sign
• Feature/Setting: Package Creation API; webhook for real-time status and archive in encrypted storage.
3.8. SignEasy
• Feature/Setting: REST API for bulk document send and trigger webhook to notify internal compliance.
3.9. eversign
• Feature/Setting: Document API plus audit trail retrieval for compliance audit logs.
3.10. Zoho Sign
• Feature/Setting: Send Document API, status callbacks, and integration with Zoho CRM.
3.11. Formstack Sign
• Feature/Setting: Automated template send and webhook for storing files in cloud.
3.12. Sertifi
• Feature/Setting: Document Send API, notification triggers for dealership compliance.
3.13. Signeasy
• Feature/Setting: Workflow API for simultaneous multi-signature collection and document routing.
3.14. SignRequest
• Feature/Setting: Send Request endpoint, save signed docs to Google Drive or Dropbox.
3.15. Foxit eSign
• Feature/Setting: Compose API to pre-fill contracts, set auto-save to cloud.
3.16. Conga Sign
• Feature/Setting: Automated send and status check via Conga REST API, Salesforce sync.
3.17. airSlate
• Feature/Setting: Template workflow automation and document export to secure storage.
3.18. Nitro Sign
• Feature/Setting: Auto-invite recipients, configure callback for storage in DMS.
3.19. Contractbook
• Feature/Setting: Automated send flow and webhook for exporting signed data to ERP.
3.20. Dropbox
• Feature/Setting: API for storing signed PDFs from signature platform in dealership-specific folders.
3.21. Google Drive
• Feature/Setting: File upload endpoint after automation completes signature process.
3.22. Microsoft OneDrive
• Feature/Setting: REST API integration to store and manage signature docs securely.

**Benefits**

4.1. Reduces manual paperwork, ensuring faster deal closures and quicker service processing.
4.2. Enhances compliance, preventing costly regulatory issues through tamper-proof audit trails.
4.3. Minimizes human error, ensures data accuracy, and centralizes document storage for quick retrieval.
4.4. Improves customer satisfaction with frictionless, remote-enabled document signing.
4.5. Automatically notifies stakeholders and syncs signed agreements to CRM, DMS, and relevant cloud storage.