Emailing Documents directly from Unit Deal

Provides the option of emailing BOS & OTP directly to Customer from Unit Deal.

 This feature provides to the dealers the option of emailing the Bill of Sale and/or Offer to Purchase reports directly to the Customer from the Unit Deal.

Pre-requisite:

1. The Dealership must already be setup for emailing directly out of DealerVu. Our document “Email Invoices/Statements from DealerVu” will assist you if you are not already setup for emailing;
2. The relevant customer must have an email address on their Customer Detail screen.

How to...

From the Unit Deal, run the Bill of Sale and/or Offer to Purchase report. Once the report has generated, you will notice on the form toolbar, there is an email icon: 

By clicking on this icon, the document will be ready to sent by email directly from DealerVu. The user will need to confirm the sending of the report by selecting Yes on the Sending Email window.