FORMS, REPORTS & IMPORTS

Use approved documents without surrendering local custody.

Map dealer-approved PDFs, build reviewable packets, report from approved fields, and validate imports before commit.

01

Controlled PDF packets

Map data and signature placements, publish immutable template versions, and preserve signed output.

  • Customer and deal packet definitions
  • Required document review
  • Typed-name signature evidence
02

Approved reporting

Filter and sort authorized inventory, deal, payment, accounting, BHPH, title, and customer datasets.

  • Screen, print, PDF, CSV, and XLSX
  • Approved fields only
  • USB-only operational exports
03

Safe imports

Preview CSV and XLSX data without executing formulas or macros, then resolve duplicates and row-level errors.

  • Reusable mapping profiles
  • Dry run and duplicate detection
  • Explicit final confirmation

See whether ClozBox fits your dealership.

Talk through your dealership’s needs or request a practical product walkthrough.

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