By embedding approvals and document signing into operational workflows, Document Sign helps eliminate paper-based delays, accelerate customer approvals and maintain a complete history of every transaction.
“Historically, dealerships are full of paper, and every one of those documents represents delay, administrative burden and operational risk,” says Larry Kettler, CEO and chairman of Procede Software. “Document Sign keeps approvals connected directly to the workflow inside Excede, allowing our customers to move work forward faster, reduce disputes and improve visibility across the organization.”
Procede says removing paper-based approvals reduces operational overhead, eliminates reliance on physical document storage and supports a more efficient, digital approach to documentation and record management. By maintaining signed documents and approvals within Excede, Document Sign will provide a complete history of customer authorizations and transaction-related documentation.
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Customers can review and sign documents from virtually any device, wherever they are, without returning to the dealership. Additionally, Procede says teams can send requests by email or text, capture approvals in person, or complete transactions electronically while keeping communication, approvals and documentation tied to the transaction.
As a result, operational workflows can continue moving without delays tied to misplaced paperwork, callbacks or disconnected approval processes. The company says faster approvals allow completed work to be invoiced more quickly, shortening the time between completion and payment while improving operational throughput.
Procede adds Document Sign supports company-wide workflows, including service, parts, lease and rental, vehicle sales, accounting, and payment-related processes. Documents, approvals, and transactions remain in Excede, giving departments shared visibility into customer activity, approval status and operational progress from start to finish.
The complete audit history creates a readily accessible record of signed approvals, timestamps and supporting documentation, Procede adds, improving accountability while reducing disputes and operational friction.
“What used to take multiple steps with printing and scanning is now handled in a few clicks,” says Nick Graves, FP&A Director at RWC Group. “It has made a noticeable difference in our turnaround time. Moving away from paper has been a big win for us. Document Sign eliminates the back-and-forth, keeps approvals organized in one place, and gives us confidence that signed documents are easy to retrieve whenever we need them.”
