Sign without rebuilding the document
Send supported CDI documents into the signing workflow while keeping the signed result attached to the customer, deal, or transaction it came from.
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 CDI.
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 &
Paymentsone transaction history
Paymentsone transaction history
- Sales & Deals
- Financing
- Parts & Service
- Inventory
Why it matters
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 CDI 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.
CDI keeps supported document and payment activity connected to the customer, vehicle, deal, work order, or invoice it came from.
- 01Customer / deal / work order
- 02Document or payment
- 03Signature / transaction
- 04Completed record
- 05CDI 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 CDI to connect signatures and payments directly to the dealership workflows they belong to.
Payments
Payment Processing
Collect supported customer payments directly from CDI 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 CDI workflow.
Digital signatures
DocuSign
Send supported dealership documents for electronic signature directly from CDI 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
CDI 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 CDI activity into their financial workflow.
FREE CONNECTION
Ask a customer for money, from the deal they owe it on
Connect your dealership’s own Stripe account and you can send a customer a payment request from inside CDI — a deposit to hold a unit, the balance on a deal, a service invoice. They pay by card from the link; you watch it arrive.
The payment stays attached to the deal or work order it was raised from, so nobody reconciles a payment list against a deal list at month end. Stripe pays out to your own bank account on its own schedule, and the money is yours throughout — CDI never holds it.
Connect Stripe →How a payment request works
- Raise the request from the deal, the work order or the customer record.
- The customer gets a link and pays by card, wherever they are.
- The payment lands against that deal or work order, not in a separate list.
- Stripe pays out to the dealership’s own bank account on its own schedule.
What dealerships collect this way
- A deposit to hold a unit, taken while the customer is still with you.
- Part or all of a deal, against the deal it belongs to.
- A service invoice or work order, from the job itself.
- Anything else you need to collect, as a one-off request.
CDI does not charge an additional connection fee. Stripe’s own transaction fees apply and are between the dealership and Stripe.
Document builder
Every document the deal needs, printed from one place
Finance contracts, warranties, insurance documents, bills of sale, service invoices — all of it is produced in CDI, filled from the deal and the customer record you already have. Nobody re-keys a name, a VIN or a price into a second system, and nobody goes looking for the right version of a form.
Your own forms go in too. Build a document once with your letterhead and your wording, and it is on every deal from then on — so the paperwork a customer signs is yours, not a generic template with your name typed at the top.
Every document stays on the deal, the work order or the customer it belongs to, which is also where you find it again two years later.
Produced in CDI
- Bills of sale on your own letterhead, with your logo.
- Finance and lease contracts.
- Warranty and protection-product agreements.
- Insurance documents.
- Trade-in appraisals and disclosure forms.
- Service estimates, work orders and invoices.
- Your own forms, built once and used on every deal.
DocuSign
Send it for signature without leaving the deal
Connect DocuSign and any document CDI produced can go out for signature from the deal it belongs to. The customer signs wherever they are, and the signed copy comes back onto that same deal — filed, not emailed to somebody to file.
A customer who is not sitting in your showroom is still a customer who can sign today.
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 CDI ecosystem. Payment Processing can be connected from Dealer Connections at no additional CDI connection fee. DocuSign can be activated using its current CDI subscription and signing workflow. Accounting Department is coming soon and does not require any action from dealers yet.
Available now
Payment Processing
No additional CDI fee to connect Payment Processing.
Payment processor transaction fees may apply.
Paid CDI product
DocuSign
CDI’s DocuSign product provides supported electronic-signature workflows directly from CDI.
In development
Accounting Department
CDI Accounting Department is currently in development.
See signatures and payments connected inside CDI
See how documents, signatures, payments, customers, deals, and service transactions can stay connected from the first action through the completed record.