Template library
Standardize the documents the shop uses repeatedly.
Documents & E-signatures
Every approval and record signed, stored, and easy to retrieve.
Generate estimates, work authorizations, inspection forms, waivers, care guides, and warranty documents from live ShopWrk data.
Book a demo See your workflow, not a canned tour
DocumentsLive workspace
Overview
Documents
Customers
Automations
Reports
Document packet
Full-front PPF authorization
Fields completed
12 of 12
Signed · stored on vehicle
Focused: 2024 Porsche 911
Interactive product representation using illustrative example data.
The operational problem
Paper and generic PDF tools disconnect documents from the work.
Teams retype customer data, chase signatures, and struggle to find the exact authorization or warranty when a question returns.
Reusable shop templates
Mobile e-signatures
Customer and vehicle filing
How it works
One connected workflow, from signal to completed work.
- 01
Choose the template
Start from the shop's authorization, intake, waiver, care, or warranty format.
- 02
Merge the live data
Fill customer, vehicle, service, pricing, appointment, and product details from ShopWrk.
- 03
Sign and deliver
Collect the signature, preserve the record, and make the final document available to both sides.
What it can do
The feature-specific tools behind the outcome.
Data merge
Avoid retyping details already known by the CRM, estimate, or booking.
Mobile signing
Collect clear customer approval before or at drop-off.
Artifact history
Keep the generated PDF and signature audit attached to the work.
Clean authorization
The PPF install begins with the condition and approval documented.
The 911 authorization pulls the customer, VIN, package, price, and appointment into the template. Photos and notes are attached, then the signed PDF stays on the vehicle history.
No customer re-entry
Condition evidence attached
Signed PDF retained
The measurable operating outcome
Documents become part of the operational record.
Create from real customer and job data, collect signatures, and store the completed artifact on the right vehicle and appointment.
Reusable shop templates
Mobile e-signatures
Customer and vehicle filing
Connected ShopWrk
Keep exploring the workflow around this page.
Each page connects to the customer, vehicle, conversation, work, and money already in ShopWrk.
Frequently asked questions
Questions about Documents & E-signatures.
Can I use my own document templates?
Shop workflows can use reusable templates for authorizations, intake, waivers, care instructions, warranties, and other recurring documents.
Can customers sign on a phone?
Yes. Documents are designed to support a clear mobile review and signature flow.
Where are completed documents stored?
The completed artifact can remain connected to the relevant customer, vehicle, job, and portal history.
See Documents & E-signatures in your workflow
Bring the whole shop into one operating system.
We will map ShopWrk to your lead flow, services, calendar, and team, the way your shop already works.
Book a demo Built around your real shop workflow