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CDI Module

Documents & Payments. Signed, paid, and connected.

Keep signatures, payments, documents, and transaction records connected to the same customer, deal, work order, and dealership workflow already inside CARF.

Send documents for signature, collect supported payments, and keep the activity attached to the record it belongs to instead of managing paperwork and payment history in disconnected systems.

Documents &
Payments
one transaction history
  • Sales & Deals
  • Financing
  • Parts & Service
  • Inventory

Why it matters

Sign without rebuilding the document

Send supported CARF documents into the signing workflow while keeping the signed result attached to the customer, deal, or transaction it came from.

Take payments where the work happens

Collect supported payments from the same customer, deal, service invoice, or transaction record your team is already working with.

Keep one transaction history

Documents, signatures, payments, and related records stay connected to the original CARF workflow so your team has a clearer history of what happened and when.

From transaction to record

Everything stays connected to the transaction

A signature or payment should not become a disconnected record after the customer completes it.

CARF keeps supported document and payment activity connected to the customer, vehicle, deal, work order, or invoice it came from.

  1. 01Customer / deal / work order
  2. 02Document or payment
  3. 03Signature / transaction
  4. 04Completed record
  5. 05CARF transaction history

That gives your team a clearer record of what was sent, signed, paid, and completed without searching through unrelated systems.

Documents & Payments tools

Sign, collect, and keep the record together

Use CARF to connect signatures and payments directly to the dealership workflows they belong to.

Payments

Payment Processing

Collect supported customer payments directly from CARF and keep the payment connected to the transaction it belongs to.

Use payment processing for supported deposits, deal payments, and service invoices while keeping the payment record tied to the customer and CARF workflow.

Digital signatures

DocuSign

Send supported dealership documents for electronic signature directly from CARF and keep the completed document connected to the original customer, deal, or workflow.

Use DocuSign for supported documents that require the DocuSign workflow while reducing manual downloading, uploading, and document tracking.

Accounting

Accounting Department

CARF is building a connected accounting workspace designed to bring dealership transaction and operational information closer to the records already managed inside CDI.

The goal is to reduce duplicate accounting entry and give dealerships a clearer path from CARF activity into their financial workflow.

FREE CONNECTION

Collect payments inside the workflow

Payment Processing lets your dealership collect supported payments without separating the payment from the transaction it belongs to.

The payment record stays connected to the relevant CARF customer and workflow.

Connect Payments →

Supported use cases

  • Vehicle deposits.
  • Partial or full deal payments.
  • Service invoice and work-order payments.

CARF does not charge an additional connection fee. Payment processor transaction fees or other third-party processing charges may apply.

Digital signatures

Send documents for signature without losing the deal

Supported documents can move from CARF into the appropriate electronic-signature workflow while keeping the final document tied to the transaction.

Explore DocuSign →

This helps reduce

  • Downloading documents manually.
  • Re-uploading files into another system.
  • Searching for completed agreements.
  • Reconnecting signed documents to the correct customer or deal.

One connected dealership

Connects with

Documents & Payments works across CDI so signatures and payments stay connected to the dealership activity that created them.

Product availability

Availability & Pricing

Activate the tools you need

Documents & Payments is part of the CARF ecosystem. Payment Processing can be connected from Dealer Connections at no additional CARF connection fee. DocuSign can be activated using its current CARF subscription and signing workflow. Accounting Department is coming soon and does not require any action from dealers yet.

Available now

Payment Processing

No additional CARF fee to connect Payment Processing.

Payment processor transaction fees may apply.

Paid CARF product

DocuSign

CARF’s DocuSign product provides supported electronic-signature workflows directly from CDI.

In development

Accounting Department

CARF Accounting Department is currently in development.

See signatures and payments connected inside CARF

See how documents, signatures, payments, customers, deals, and service transactions can stay connected from the first action through the completed record.