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How do I generate contracts?
How do I generate contracts?

Learn how to generate paperless contracts in Octane

Updated over 2 years ago

Prior to contracting, please confirm that the Vehicle Make, Model, Year, and VIN on the application match the Post-Contract Documentation (Title, MSO, & Insurance).

Once all required legal disclosures have been provided to the customer and our Underwriting Department lets you know you’re clear to contract (through a dealer message and phone call) AND your deal terms are saved, click the “Generate Contracts” button.

Contracts are completely paperless and will be emailed to the dealer and customer. You will have a chance to update email addresses & VINs before you reach the final step of sending contracts.

Both parties need to sign the agreement online using a mouse or smartphone.

For more information about customer verification requirements, see our Underwriting Guide.

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