Paperless forms and protocols for dealerships
From test drives and vehicle loans to final handover. Capture customer details and signatures once, generate a finished protocol, and pass structured data to other systems without manual re-entry.
Less administration, better traceability
Documio connects data collection, signatures, the final document, and structured data in one workflow.
Mobile app on site
Customers and staff fill and sign in the Documio mobile app on a phone or tablet — no printing or scanning.
Faster customer service
Information no longer needs to be copied repeatedly between paper, PDFs, and internal systems.
A traceable result
Every handover includes the document, confirmation, time, and data ready for further processing.
Operator-level insight
When a salesperson or employee completes the form with a customer, you know who submitted it and can review statistics by operator in the web admin.
From customer details to a finished protocol
The same foundation can support test drives, vehicle loans, service intake, and handovers.
1. Prepare the right form
Documio displays fields, conditions, and confirmations for the specific type of process.
2. The customer provides their details
They can complete the form from a link before arrival or together with an employee on site.
3. Confirm condition and consent
Add vehicle details, record its condition, and collect the required confirmations and signatures.
4. The document and data move forward
A final protocol is created and structured data can be exported or sent to connected systems.
Web or mobile app
Open the same form from a browser link or complete and sign it in the Documio mobile app on a phone or tablet — on site or with operator assistance.
About the mobile appProcesses you can start with
Choose one concrete scenario, validate it, and then expand digitalization to other workflows.
Test drives
Driver identification, acceptance of terms, vehicle details, and handover confirmation.
Vehicle loans
Condition protocol, mileage and fuel, damage, accessories, and confirmation by both parties.
Service intake
Customer requests, vehicle condition, approvals, and a clear handoff to the service team.
New vehicle handover
Checklist, delivered documents and equipment, customer briefing, and the final protocol.
Start with one process in your operation
We will show you how to move a specific form or protocol into Documio. During the initial consultation, we review your current process, the people involved, and connected systems. We then propose the first digital workflow and a practical rollout plan.