Compatibility · Automotive
Sales Department
14 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Competitor Comparison Sheets
A side-by-side sheet comparing a vehicle model against rival makes and models, used by salespeople during customer conversations.
What it’s used for
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Dealer Cash Sheets
A manufacturer's listing of cash incentives paid to the dealership on specific vehicles sold during a set period.
What it’s used for
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Dealer Pricing Sheets
An internal sheet showing what a dealership pays for each vehicle and the prices it can sell at.
What it’s used for
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Incentive and Rebate Documentation
A record of the manufacturer and dealer offers available on vehicles, including cash rebates, financing deals, and who qualifies.
What it’s used for
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Lead Follow Up Guides
A playbook telling vehicle salespeople how and when to contact new and unsold leads until they buy or opt out.
What it’s used for
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Lease vs Finance Comparison Forms
A side-by-side worksheet showing a customer what the same vehicle would cost to lease versus to buy with a loan.
What it’s used for
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OEM Model Guides
A manufacturer-issued reference book covering a vehicle model's trim levels, features, specifications, and options for the model year.
What it’s used for
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OEM Sales Manuals
A manufacturer-issued guide that tells dealership sales staff how to present, price, and sell a specific vehicle line.
What it’s used for
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Objection Handling Scripts
A sales training guide with suggested wording for responding to common customer objections during a vehicle sale.
What it’s used for
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Sales Scripts
A set of prepared talking points and word tracks salespeople use when handling customers at a dealership, from first hello to closing the deal.
What it’s used for
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Sales Training PDFs
Training material for dealership sales staff covering how to greet, qualify, present, and close vehicle buyers.
What it’s used for
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Showroom Process Manuals
A dealership guide setting out the step-by-step sales process staff follow with customers from greeting to delivery.
What it’s used for
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Test Drive Forms
A form a dealership has a customer complete and sign before taking a vehicle out for a test drive.
What it’s used for
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Trim and Package Comparison Sheets
A side-by-side chart showing how each trim level and option package of a vehicle model differs in features and price.
What it’s used for
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