Credit Application for vehicles

  • Profile Image
    Velin Simeonov 
    Asked on September 24, 2019 at 01:00 PM

    Hello, I am looking for a platform that I can implement in my working process.

    I want to send to my customers a credit application First my customers select the vehicle and build it the way that they want (with the additional options for the model available, paint type...)

    Also if they have a car that they want to trade-in, they are able to add the details of their trade car as well for valuation.

    Then, when I receive their quote, I am sending them our ''ePrice'' - a 2 page PDF file with detailed price (basic price, options, discounts, registration fees, sales tax, trade value and the Final Price) and under that I put a few finance examples for monthly payments  for this Final Price.

    My idea is to add credit application under the finance examples, like ''take the next step...'', so I want to ask, is it possible to create credit and to add my 2 page template in the beginning? So when I receive a lead - I will do the same that I am doing now - I have to edit the customer's details, the pricing and the finance examples, like I do so far anyway, but will have also attached a credit application inside, so they can take the next step directly from the ''ePrice'' that I will send them, no need to visit our website again if they want to apply for credit...

    Thank you

  • Profile Image
    BJoanna
    Answered on September 24, 2019 at 01:28 PM

    Do you want to send the same PDF document to all users? If so, you can embed your PDF document to your form using the PDF Embedder widget. 

    How to Display a PDF Document on Your Form


    If you want to send a PDF report to your users that will contain the data they entered inside of the form, you can create a PDF report and attach it to the Autoresponder Email.

    I also checked your email address in our system and I saw that you already have an account that is suspended because it was suspected to contain Fake Credit Offer form. We understand this might not be the case with your form, yet we had to act according to the general rule to be in compliance with our Terms of Use

    In order to reactivate your account, we will have to delete the offending form - Auto Credit Application Form.

    Or, kindly provide us the following information:

    1. The URL where your form is used.

    2. Your website or proof of affiliation to a legitimate institution.

    Send these proofs to reviewers@jotform.com with Thread #1976656 as your subject. We will let you know about the status of your account after a thorough review of your proofs. 

    You will also need to change the email address of your account to a corporate one after your account is reactivated.