Trade-in valuation asks a salesperson to gather vehicle details, research comparable market values, and build a worksheet by hand before a manager inspects the vehicle and drafts a formal offer.
The automated version pulls vehicle details into a ready valuation worksheet, routes inspection adjustments to the right person, and prepares the offer document for signature. Customers see a consistent, faster offer, and follow-up happens on schedule without anyone tracking it manually.
The full workflow, from trigger to completion.
Customer submits a trade-in request through the website or in-store form, creating a new deal record.
Pulls vehicle details from the CRM record and cross-references market comps to draft a baseline valuation.
Baseline valuation and adjustment range are written to a shared worksheet for review.
When condition notes do not match photos or description, the manager inspects the car on-site and updates the worksheet.
Finalizes the offer range and prepares the trade-in offer document plus a follow-up sequence.
Finalized offer document is sent to the customer for review and e-signature.
If the offer is not opened or signed within 48 hours, a personalized reminder email goes out.
Accepted, declined, or expired outcome is recorded deal record automatically.
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