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Documents

Transform your dealership’s performance with Keyloop’s digital document management solutions.

Documents

How could digitising help your dealership?

Digitisation is transforming the automotive retail experience for dealerships and end consumers. With Keyloop’s digital document solutions, customers can access and sign sales and service documents remotely – something they both look for and expect. And by digitising all your office processes, including invoicing, you can make your whole operation run more smoothly. For your sales team, digitising post-sales paperwork saves time and money. 

In fact, research has shown you could save up to £4 and 2-4 hours per deal file. In the workshop, automatically tracking and completing jobs means increased warranty claim success rates. And for your accounts department, digitised invoicing keeps them on top of every transaction. So that’s a more efficient, cost-effective workflow for your teams and a seamless, convenient service for your customers. It’s a win-win.

 
 

Sales and Service Docs



Remove large volumes of paperwork, unlock powerful business intelligence and transform your sales and service department’s performance with Sales Docs (formerly known as iDealFile) and Service Docs (formerly known as iServiceFile).

Benefits of Sales Docs


Smoother Handover

Give your sales teams easy, centralised access to all the information they need.


Boost efficiencies

Make your whole sales department’s workflow quicker, more efficient and more accurate.


Enhance Your Brand

Reduce your carbon footprint and boost your business’ environmental credentials.


Maximise Security

Benefit from a fully protected, secure cloud area.

Sales Docs



Since introducing Sales Docs, our customers are benefiting from time and cost savings

2+


hours saved


90%


paper removed


£4


potential saving per deal file

Benefits of Service Docs


Streamline Processes

Automate workflows so that service job files are accurately tracked and completed.


Save Time

No need to chase up missing documents or signatures.


Increase Warranty Approval Rates

Approval rates are increased with the first attempt.


Save on Costs

Reduced print and paper storage costs can bring great savings to your business.

Features of Sales and Service Docs

An easy-to-use DMS integrated platform designed to transform you sales and service teams’ performance.

Share Docs

Conducting all your communications online via Share Docs gives you a safe and secure way to deal with all your key sales and aftersales paperwork. It means:

Streamlined Workflows

Sales and Service Docs transforms a traditionally manual paper-based process into a highly efficient digital workflow, by giving you:

DMS Integration

Both solutions are integrated with your DMS, so it automatically imports data, ensuring:

  • Customers receive, sign and return all documents via email or SMS
  • You can give customers the convenient, contact-free option they’re looking for
  • Auditable transactions
  • Comprehensive checklists to keep your teams on track at every step
  • The right documents at the right time
  • Accurate, up to date customer vehicle records
  • Centralised, secure, 24/7 access to documents, including mobile access
  • The ability to work on or audit files at any stage

Invoicing



Want to make your invoicing process smoother, faster and more cost-effective? Discover Invoicing, powered by KOFAX.

Benefits of Invoicing


Save Money

An automated invoice process helps saves time, resources and costs.


Boost Performance

Speed up the invoicing process so your team are free to take on more productive tasks.


Improve Accuracy

Electronic invoice data is automatically extracted, avoiding errors from manual re-keying.


Build Relationships

Strengthen relationships with suppliers and secure better value for your dealership.

Invoicing



Research from KOFAX reports an efficient, automated invoicing solution can make a big difference.

75%


faster invoicing process time


57%


reduction in invoice exception rates


6X


lower invoice processing costs

Features of Invoicing

With automated date extraction, smart analytics and faster processes, Invoicing delivers exactly what your dealership needs.

DMS Integration

Invoicing digitally receives, interprets and inputs invoice data directly into your DMS thanks to seamless integration. This means your purchase ledger is always:

  • Accurate
  • Up to date

Built-in Analytics

Easy to use dashboards give you valuable insights into invoice activity and team performance and help you:

  • Identify areas for improvement
  • Make sharper, better informed business decisions

Tailored to You

No matter how you receive your invoices, on paper or electronically, Invoicing makes the process work for you, by:

  • Extracting the data and validating it based on rules specified by you
  • Being scalable and cloud hosted, so it can work for any size of dealership

Automated Workflows

Remove the inefficiency of manual paper-based processes by streamlining tasks including:

  • Receiving invoices
  • Approval and enquiry
  • Validation
  • Reconciliation and settlements

Contact us


Want to find out more about how our solutions could benefit your business and your customers? Get in touch here and one of our team will be happy to help.


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