Vehicle details
List VIN, year, make, model, trim level, odometer reading and any optional packages so the buyer and title office can match exact inventory and avoid mismatches.
A precise written quote creates transparency about price, optional equipment, and fees, reduces disputes at delivery, and speeds the sales cycle. When executed correctly it helps document buyer intent and supports downstream title, finance, and compliance processes under ESIGN and applicable state law.
The Sales Autos Quote is prepared by dealership sales staff and reviewed by finance and title teams before presentation to buyers.
After acceptance it becomes an important record for delivery, finance processing, warranty enrollment, and tax reporting.
List VIN, year, make, model, trim level, odometer reading and any optional packages so the buyer and title office can match exact inventory and avoid mismatches.
Itemize base price, factory options, dealer-installed accessories, rebates/discounts, and any conditional credits so each charge is transparent and auditable.
Show estimated sales tax, title and registration fees, documentation fees, and environmental or disposal fees where applicable to avoid surprises at signing.
Record trade-in vehicle details, agreed allowance, and any outstanding payoff; explicitly state whether the allowance is conditional on vehicle inspection.
Include expiration date, deposit requirements, payment methods accepted, delivery timeframe, and a brief limitation of liability or condition-of-sale provision.
Provide signature blocks for buyer and seller, date fields, and any witness or notarization lines required by state law or lender rules.
| Field | Configuration |
|---|---|
| Authentication method | Email link by default; use SMS code or KBA for higher assurance. |
| Template reuse | Save per-model templates with prefilled options and fee lines. |
| Notifications | Enable sender and recipient email confirmations and reminders. |
| Payment collection | Enable secure deposit collection where permitted by policy. |
Choose a platform that accepts PDF and DOCX, supports reusable templates, and integrates with your CRM and DMS systems.
Ensure the chosen platform provides an audit trail, secure storage, and reasonable authentication options; these features help validate acceptance and simplify title and finance handoffs.
| 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 cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Dealership adopted online quoting to process remote buyers and coordinate title work quickly.
Large fleet purchases used templates and bulk send to distribute standardized quotes to multiple purchasers.
| Criteria | Sales Autos Quote | Sales Contract |
|---|---|---|
| Binding status | offer, conditional | binding when signed |
| Required signatures | optional pre-acceptance | mandatory for enforcement |
| Price changes allowed | yes until expiration | not without amendment |
| Use in title process | reference only | primary sale document |
Verify vehicle and compute itemized pricing before sending.
Allow time for buyer to inspect details and ask questions.
Capture signed acceptance and any deposit to hold the vehicle.
Complete payment, transfer title, and file records with appropriate agencies.
Commonly 7–14 days depending on inventory and incentives
Often required within 48–72 hours to secure vehicle
Lender approvals typically complete within 24–72 hours
Estimate based on vehicle readiness; usually days to weeks
Complete immediately after final payment per state rules