Automated Deal Creation & PDF Mapping — From Form to Signature

Create deal types, map your PDF templates visually, auto-fill every document from CRM data, and send for electronic signature — all from one platform.

From defining your deal workflow to collecting signed documents — every step is visual, automated, and paperless.

Map any data type from your CRM directly onto your PDF templates.

Stop typing the same data into a dozen forms. Start generating deal packages in seconds.

Key Features & Benefits

• Step 1: Create Deal Types — Set up deal types like Car Sale, RV Sale, Trade-In, or any custom workflow. Each deal type defines which fields to collect and which documents to generate.
• Step 2: Upload PDF Templates — Upload any PDF — buyer's orders, contracts, disclosures, title applications. These become your digital templates, ready for automatic field population.
• Step 3: Map Fields Visually — Our visual canvas editor lets you place field markers directly onto the PDF. Each marker maps to a CRM data field — name, VIN, price, date, or any custom field. AI auto-suggests field positions.
• Step 4: Create a Deal — Start a new deal — enter customer info, scan a VIN for 100+ auto-populated fields, set pricing and financing. All data feeds into your mapped templates.
• Step 5: Generate PDFs — Hit Generate — Desk2Deal instantly creates every assigned PDF with all fields pre-filled. Customer name, vehicle details, pricing, dates — everything populated from your deal data.
• Step 6: Send for Signature — Send a secure signing link to your customer. They review and e-sign all documents from their phone, tablet, or computer. Real-time status tracking shows you exactly who has signed.
• Text Fields — Map text fields for Customer Name, Address, City, State, Zip — any text data from your deal auto-fills into the PDF.
• Number Fields — Map number fields for VIN, Stock Number, Mileage, Odometer — numeric data populates precisely where you placed the marker.
• Currency Fields — Map currency fields for Sale Price, Trade Value, Down Payment, Monthly Payment — formatted with dollar signs and decimals.
• Date Fields — Map date fields for Sale Date, Date of Birth, Expiration Date — formatted to match your state's requirements.
• Signature Fields — Place signature markers for Customer, Co-buyer, Seller signatures — captured via canvas-based e-signature on any device.
• Checkbox Fields — Map checkbox fields for Disclosures, Agreements, As-Is conditions — toggled automatically based on deal data.

Frequently Asked Questions