The challenge in the traditional quotation process is that customers often have to be served via PDF, telephone, or appointment coordination, which leads to delays, queries, and cancellations. The aim of this use case is therefore to provide customers with a fully digital quotation, clarify queries directly in the process, and make a binding commitment via Agree&Sign – quickly, transparently, and without having to visit the dealership again. Customers are guided through their quote in a structured manner, can compare options and select additional services, which reduces uncertainty and shortens decision-making processes. Agree&Sign thus creates a clear, digital closing channel between the dealership and the customer. The result is fewer dropouts, faster decisions, and a measurably higher closing rate – regardless of opening hours or location.

Step-by-step process

Quotation preparation at the car dealership

Consultant prepares the quote (vehicle, equipment, price, financing).

1

Shipping to customer via Agree&Sign

The offer is sent as a digital process—including visualizations and price details.

2

Guiding customers through the offering

Customers see clearly structured content (price, variants, delivery time, options).

3

Digital decision support

Within the process, customers can:

  • Ask questions directly
  • Compare options
  • Select additional offers (warranty, service)
4

Immediate approval via Agree&Sign

Customers make their decision without visiting the dealership.

5

Automatic notification to car dealership employees

The sales team receives real-time information as soon as customers sign.

6

Seamless transfer to order/financing

The data flows directly into the DMS without any transfer errors.

7

Any further questions? Contact our expert.

Annika Jessat

Contact - Name:

Annika Jessat
Business Development Manager

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