Digital Deal Jackets
It's 2026. Ditch the manila folder!
Dealership Workflow gives everyone visibility into every deal. No more paper. No more "where's the jacket?" No more waiting.
$999/month per location • 7 day free trial • Cancel anytime
A Digital Deal Jacket System Built for How Dealerships Actually Work
We're not a CRM. We're not a DMS. We fill the gap between them. Your team needs a place to track deals, documents, and checklists in real-time. That's what we do.
The Paper Deal Jacket Is a Prison for Your Car Deal
❌The Old Way
- ✗Manila folders walking the building
- ✗"Has anyone seen the Johnson deal?"
- ✗Deals stuck because paper is somewhere else
- ✗Spreadsheets out of date by Thursday
- ✗Filing cabinets anyone can dig through
✅The Dealership Workflow Way
- ✓Every deal visible to everyone instantly
- ✓Search any deal in seconds
- ✓Scan docs from the lot or desk with your phone
- ✓Real time status everyone can see
- ✓Encrypted storage with audit trail
See It In Action 🎬
2 minutes. That's all it takes to see how your dealership could work without paper.
Deals Move Faster on Mobile 📱
Your team works deals from anywhere. Scan docs, check progress, update status. All from their phone.
Watch the live demo below.
Digital Deal Jackets
Every deal in one place. Customer info, documents, status, notes. No more hunting through filing cabinets or asking "where's the jacket?" Search any deal in seconds.
Mobile Document Scanning
Your team scans docs from the lot or desk. License, insurance, stips, anything. Straight into the deal from their phone. No more walking to the copier.
Custom Role Checklists
Sales has their checklist. Finance has theirs. Office has theirs. Create custom roles with their own checklists to match exactly how your dealership works. Nothing gets missed.
Custom Issue Tags
Flag deals with issues that matter to your store. "Waiting on Stips." "Trade Title Problem." "Customer Owes Money." Create your own tags. Filter by them. Never lose track of problem deals.
Cancellations Tracker
Repos and total losses happen. Banks cancel the products and draft your reserve. That part is unavoidable. What's avoidable? Forgetting to process the cancellation with the product company to get your cost back. That spreadsheet nobody updates is costing you thousands. Dealership Workflow tracks every cancellation from the moment it happens. Nothing slips through. Nothing gets forgotten. Get your money back.
Your Dealership. Your Way.
Every dealership works differently. We get that. That's why everything in Dealership Workflow is customizable. Your roles. Your checklists. Your statuses. Your tags. Make it work exactly how you work.
- ✓Create Custom Roles (Title Clerk, F&I Assistant, whatever)
- ✓Build Custom Checklists
- ✓Define Your Statuses
- ✓Create Issue Tags
Stop Losing Money on Cancellations
When a deal goes south—repo, total loss, customer returns the car—the bank cancels the products and drafts your reserve. That's expected. What shouldn't happen? Forgetting to file the cancellation with the product company to get your cost back.
The spreadsheet approach doesn't work. People forget. Deals fall through the cracks. You lose thousands.
💰 Track every dollar owed back to you
From the moment a cancellation happens, it's tracked. Automated reminders. Full visibility. Nothing slips through.
🔒Supports FTC Safeguards Compliance
The FTC Safeguards Rule requires dealerships to protect customer data. We give you the tools auditors want to see.
Immutable Audit Logs
Every action is logged. Who did what, when. Cannot be edited or deleted.
Encrypted Storage
All documents encrypted at rest and in transit. Bank-level security.
User Accountability
Track exactly who accessed what deal, when they accessed it.
Device Verification
Multi-factor authentication and device verification for all users.
We're not lawyers and can't certify your compliance. But we give you the tools auditors want to see.
How It Works
Sign Up
2 minutes. Enter your info. Start your free trial.
Add Your Team
Invite your staff. Assign them roles. Set their permissions.
Go Paperless
Start creating digital deal jackets. Scan documents. Track deals. Done.
Built by Someone Who's Sat in the Box
I've been in the automotive business for 27 years with 24 of those in finance. Over 25,000 turns taken. I've chased down stips, dug through filing cabinets, and waited for deal jackets to walk across the showroom.
I built Dealership Workflow because I got tired of the paper. This isn't Silicon Valley software designed by people who've never worked a deal. It's built by someone who knows exactly what you're dealing with.
— William, Founder
Simple, Transparent Pricing
- ✓Unlimited users
- ✓100GB storage (5,000+ deals)
- ✓Mobile document scanning
- ✓Cancellations tracker
- ✓FTC compliance tools
- ✓Email support
$999/month is one mini deal. Between saved time, recovered cancellations, and money not spent on ink, paper, and file folders, it pays for itself.
Not Ready for the Full Paperless Switch?
Start with just the Cancellations module. Track chargebacks, recover your money, and upgrade to the full platform when you're ready.
Cancellations Only
Perfect for dealerships focused on recovering lost money
- ✓Track all cancellations in one place
- ✓Chargeback tracking & reporting
- ✓Document upload with mobile scanning
- ✓Filter by F&I Manager, date, status
- ✓CSV export for accounting
- ✓Unlimited users
Upgrade to the full platform anytime. Your data stays with you.
Frequently Asked Questions
Ready to Free Your Deals from the Filing Cabinet?
Join the dealerships going paperless. Start your free trial today.