Notify sales reps to complete demo waivers before delivery

Sales reps processing vehicle orders miss unsigned demo waivers, causing incomplete deal files at delivery. Instant reminders prompt reps to print and attach waivers so every deal file is complete before handoff.

Overview

Unsigned demo waivers create incomplete deal files and risk delivery delays or compliance gaps. This workflow puts timely, targeted reminders in the hands of sales reps and records reminder status on the deal, eliminating last-minute scrambling and protecting the delivery process.

Notable Features

Send targeted waiver reminders
Attach waiver status to deal
Notify managers on missing waivers