What you will accomplish

You will understand how Car Storage Software groups several vehicle agreements into one signing experience so a customer with two or more cars does not need separate emails for each storage agreement.

After setup, the customer sees one onboarding step—Sign Your Contracts—and can finish every required agreement in a single browser session.

When to use bundled signing

• One owner is storing two or more vehicles and needs the same storage agreement for each.
• You want the customer to sign everything in one sitting instead of several emails.
• Each vehicle already exists on the customer record in Contacts.
• Your contract template supports multiple vehicles (ask your facility admin if you are unsure).

How bundling works (plain English)

When onboarding runs and a customer has more than one vehicle on their account, the app can create a contract bundle:

• The customer receives one signing experience (one Review & Sign Now button for the bundle).
• After signing, your team still sees separate completed agreements—one per vehicle—on the customer record.
• Each signed PDF includes the correct car details for that vehicle.

Bundling is built for portal onboarding, not for a special checkbox on the staff send screen.

Before you start

• Complete Create a contract template with vehicle fields (year, make, model, VIN, and so on).
• Every vehicle is on the same customer record in Contacts.
• Customer app onboarding is on and Contract Signing is enabled—see Attach contracts to customer workflows.
• The required template is selected in Contract Step Configuration and shows a Car-linked badge when it needs vehicle details.
• The customer's email on the record is correct.

Step 1: Turn on Contract Signing for onboarding

1. Open Customer onboarding

   Go to Settings > Customer onboarding.

2. Start a new contract

   In Documents & Contracts, click New Document > Contract, then click your storage agreement template—for example Car Storage Agreement.

   Expected result: The Setup → Fields → Review send wizard opens (see Send a contract for signature for the first steps).

Step 2: Finish setup, then open the Fields step

1. Complete Contract setup

   On Contract setup, confirm the customer and add a payment plan if your template requires one. Click Continue.

   For details, see the setup section in Send a contract for signature.

2. Go to Fill required fields

   On the Fields step, look at the checklist on the side of the screen.

Step 3: Select every vehicle for the bundle

This is the most important step. Choosing more than one vehicle tells the app to send one email instead of several.

1. Open the Vehicle checklist item

   In the checklist, tap or click Vehicle (or Vehicles on schedule, depending on your template).

2. Check every vehicle that needs this agreement

   You will see a list of the customer's cars with checkboxes or row selectors. Turn on every vehicle that should receive its own copy of the agreement. Leave unchecked any car that should not be on this bundle.

   Why this matters: Each selected car gets its own agreement PDF after signing—but the customer only goes through signing once.

3. Confirm the vehicle count

   The checklist or vehicle panel should show how many cars are selected—for example 2 of 2 on schedule or 2 vehicles selected.

   Expected result: The count matches how many cars the customer is storing under this agreement.

Step 4: Complete team fields and signatures

Work through the rest of the checklist the same way you would for a single-vehicle send:

1. Fill payment and other team fields

   Tap each incomplete row—Payment, Other, and so on—and enter fees, dates, or notes marked as required.

2. Save your team signature (if asked)

   If the template requires a facility signature, scroll to the Team signature pad below the PDF preview. Draw your signature and initials, then click Save Signature for each pad.

3. Click Continue

   When the checklist shows you are ready, click Continue to open Review & send.

Step 5: Review and send the bundle

1. Read the summary

   On Review & send, confirm the customer name, email, and that the vehicle information looks correct for each car in the bundle.

2. Click Send to customer

   Click Send to customer. Confirm the email if asked.

   Expected result: The customer receives one email with a signing link that covers all selected vehicles.

Step 6: Confirm on the customer record

1. Stay on the customer page

   After sending, scroll back to Documents & Contracts.

2. Look for one card per vehicle

   You should see one contract card per vehicle, often grouped as part of the same bundle. Status may show Sent until the customer signs.

   Expected result: The header might read something like 1 document, 2 contracts (or more)—one row per car, all tied to this send.

Staff sending outside onboarding

When staff send an agreement from Documents & Contracts on a customer record, each send creates one contract at a time through the Send contract composer.

If a customer with three cars needs agreements today and is not going through onboarding:

1. Send the first agreement from their customer record and wait for signing, or
2. Invite them to the portal so onboarding can bundle the agreements automatically.

There is no separate bundle button on the staff send screen today.

What success looks like

• Customers with multiple vehicles see one Sign Your Contracts step during onboarding.
• They complete signing in one session without multiple emails per car.
• Each vehicle has its own Completed contract card on the customer record.
• Staff can download a signed PDF per vehicle.

Troubleshooting

What to do next

• Coach customers during first login: Help customers complete onboarding paperwork
• Send a single agreement outside onboarding: Send a contract for signature
• Download and verify signed files: Review signed contracts and document history