Vehicle Details
Include VIN, year, make, model, trim, odometer reading, and vehicle identification to avoid title and warranty conflicts.
A complete, accurate order form reduces funding delays, clarifies payment and security interests, and documents consent for credit and title actions. It also creates a single source of truth for compliance, audit trails, and record retention during post-closing servicing.
Typical parties involved include dealership staff, the buyer(s), and the lender or finance provider.
Each party’s role should be documented on the form and in the audit trail to ensure enforceability and efficient funding.
Include VIN, year, make, model, trim, odometer reading, and vehicle identification to avoid title and warranty conflicts.
Full legal names, date of birth, contact, driver’s license/ID numbers, and mailing address for credit checks and title records.
Clearly state principal, APR, term, monthly payment, due dates, late fees, total financed, and prepayment terms.
Itemize trade-in value, payoff amounts, down payment method, and any residual or allowance accounting.
Include Truth in Lending, state-specific notices, arbitration or repossession clauses, and consumer consent language where required.
Designated signature blocks for buyer, co-buyer, dealer rep, and lender agent with date and printed name fields.
| Field | Configuration |
|---|---|
| Signers and Order | Set dealer, buyer, lender signing sequence |
| Authentication | Email plus SMS code for high-risk signers |
| Conditional Fields | Show lender fields only after approval |
| Bulk Send | Enable for batch retail contracts |
Ensure the eSignature platform supports common dealer systems, file types, and signer authentication methods before deployment.
Confirm that the chosen platform can deliver signed copies, a complete audit trail, and data exports that match lender intake requirements.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Dealer submits credit application and order form to lender immediately after buyer signs
Lenders typically return approval or conditions within their published decision window
All parties should sign before delivery; unsigned fields can delay funding
Funding occurs after lender acceptance; title is ordered per state titling timelines
Provide buyer with executed copies and disclosures at or before delivery per consumer laws