Version 1.41
Version 1.41.0 launches External Document Management capabilities, enabling agents to upload custom dealership documents, configure signing rules, and integrate them into transaction template editing. The release also introduces the Dealer Dashboard, which displays overview metrics, transaction-type breakdowns, finance and insurance analytics, and dealer performance rankings, providing real-time visibility into dealership operations.
New Features
External Document Management System
Launched External Document Management allowing the upload of custom dealership documents with template integration for signature field placement and configuration. The system supports document lifecycle management with publish/unpublish controls that determine customer-facing availability, and implements rule-based document generation using transaction conditions for automatic inclusion in checkout flows.
Dealer Dashboard and KPIs
Implemented Dealer Dashboard displaying key performance indicators with an overview section showing dealership groups, dealerships, users, and transaction counts within selected date ranges. The transaction type breakdown presents product sales type aggregations with visual representations, while the analytics per dealer section displays individual dealership performance metrics with infinite scrolling support.
Lienholder Field Display
Corrected Transaction Details lienholder information display to show updated fields after cloning process, ensuring cloned transactions reflect modified lienholder data rather than original information
