Retail and wholesale deal flows
Use deal flows designed for consumer retail sales and for dealer-to-dealer wholesale transactions, so each gets the right worksheet and documents.
All DealerHub features
Structure the deal clearly
Deal worksheets, credit applications and an OMVIC-compliant Bill of Sale, without duplicate entry
Build retail and wholesale deals on clear cash or financed worksheets, complete credit applications on built-in Dealertrack-compatible forms, track deposits and refunds, and produce dealership-branded documents, including an OMVIC-compliant Bill of Sale for Ontario dealers. Everything comes from the information already in DealerHub.
DealerHub.ca
What DealerHub deals and documents do
The deal is where the vehicle, the customer and the money come together. In DealerHub, you start the deal from the vehicle or the customer, so year, make, model, VIN, kilometres and the customer's details are already filled in. You pick the right worksheet, see clear totals, complete the credit application for financed deals, record deposits and generate the paperwork from the same deal, instead of filling out forms by hand.
Who it's for
Dealers who handwrite or retype Bills of Sale and credit applications today, dealers who've struggled with outdated forms in other systems, dealers who handle both retail customers and dealer-to-dealer sales, and anyone who wants deposits and refunds recorded against the right deal.
What's included
Cash and financed worksheets
Work from the right worksheet for a cash or a financed purchase, with clear totals.
Dealertrack-compatible credit applications
Dealertrack-compatible credit application forms are built into DealerHub, so financed deals start from a proper credit application instead of a paper form. DealerHub is designed for a direct Dealertrack integration, which is on our roadmap.
OMVIC-compliant Bill of Sale
For Ontario dealers, DealerHub generates an OMVIC-compliant Bill of Sale with itemized totals and disclosures, filled in from the deal. Wholesale deals get a wholesale Bill of Sale for dealer-to-dealer sales.
Deposits and refunds
Record deposits and holding deposits, the payment method, how each deposit is applied to the deal, and refunds if a deal doesn't go ahead.
Dealership-branded documents
Documents use your dealership document logo. If you haven't added one, they fall back to your website identity or dealership name.
Document import
Bring existing documents into DealerHub with the import function, so past paperwork lives alongside new deals.
QuickBooks-ready
DealerHub is QuickBooks-ready.
Vehicle status updates
As an active deal progresses or closes, the connected vehicle's status stays aligned, moving to Pending and then Sold.
How it works, day to day
- 1Start a deal from the vehicle record or the customer profile.
- 2Choose retail or wholesale, then cash or financed.
- 3For financed deals, complete the Dealertrack-compatible credit application.
- 4Review the worksheet totals and record any deposit.
- 5Generate the Bill of Sale with itemized totals and disclosures (OMVIC-compliant for Ontario dealers) and get it signed.
- 6Close the deal. The vehicle moves to Sold, and the documents stay with the customer and the deal.
How deals connect to DealerHub
- Inventory: vehicle details fill in automatically, and status follows the deal.
- CRM: customer details and documents stay on their profile.
- Wholesale Network: wholesale deals can start directly from a listing.
- Reports: sales reports show deal activity and results for the period you choose.
Deals & Bill of Sale FAQs
Is DealerHub's Bill of Sale OMVIC-compliant?
Yes. For Ontario dealers, DealerHub generates an OMVIC-compliant Bill of Sale with itemized totals and disclosures.
Can dealers outside Ontario use DealerHub?
Yes. DealerHub is available to dealers anywhere in Canada.
Does DealerHub work with Dealertrack?
DealerHub includes Dealertrack-compatible credit application forms. A direct Dealertrack integration is on our roadmap, and the system is designed for it.
Does DealerHub work with QuickBooks?
DealerHub is QuickBooks-ready.
Can I import past deals and documents?
DealerHub has an import function for documents, and our team will help you migrate from your current platform.
Paperwork that matches the deal
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