About this template
The Auto Sales Customer Application Form is a professional intake tool designed for automotive dealerships to streamline the initial stages of the sales process. By capturing essential buyer data—including contact details, employment history, and income information—dealerships can quickly assess financing eligibility and prepare for a productive showroom visit. This template eliminates the need for messy paper forms, allowing your sales team to organize lead data digitally from the moment a customer expresses interest.
Beyond basic contact information, this form is structured to handle critical sales details such as specific vehicle preferences and trade-in vehicle specifications. This ensures that when a customer arrives, your team is already prepared with relevant inventory options and valuation data. Doc2Form makes it easy to deploy this template instantly, helping you maintain a professional image while accelerating your sales workflow and improving the overall customer experience.
Key features
- Capture comprehensive buyer contact and employment details.
- Easily track specific vehicle interests and trade-in information.
- Standardize data collection to speed up financing assessments.
- Mobile-friendly design for use on tablets in the showroom.
- Automate lead routing by connecting responses to your CRM.
Use cases
- Pre-qualifying customers for vehicle financing.
- Collecting details for trade-in vehicle appraisals.
- Managing showroom walk-ins and appointment scheduling.
- Gathering customer preferences for specific vehicle makes and models.
What this form collects
- Full Name (Short answer)Please enter your legal first and last name.
- Date of Birth (Date)Required for financing and identification purposes.
- Email Address (Short answer)We will use this to send you updates and vehicle information.
- Phone Number (Short answer)Include area code.
- Employer Name (Short answer)Current place of employment.
- Monthly Income (Short answer)Please provide your approximate gross monthly income.
- Vehicle of Interest (Short answer)Which make, model, or specific vehicle are you interested in?
- Trade-In Vehicle Details (Paragraph)If you have a vehicle to trade in, please include the year, make, model, and approximate mileage.
- Additional Information (Paragraph)Are there any other financing preferences or questions you have for us?
- Terms and Conditions (Multiple choice)By checking this box, you authorize us to review your application and contact you regarding your inquiry.
- Digital Signature (Short answer)Please type your full name to serve as your digital signature.
FAQ
How does this form help with financing?
It collects essential financial and employment data upfront, allowing your finance team to perform an initial assessment before the customer arrives.
Can I add custom fields for specific vehicle brands?
Yes, once you convert this template to a Google Form, you can easily add, remove, or edit fields to match your dealership's specific inventory or process.
Is this form mobile-friendly?
Yes, Google Forms are fully responsive, meaning your customers can fill out the application on their smartphones while at the dealership or from home.
How do I handle sensitive customer data?
Google Forms provides secure access controls. Ensure you manage your Google account permissions strictly to protect the privacy of the financial data collected.
Get this form in your Google Drive
Save a copy to your Google Drive with one click (uses 1 credit). Or build from a PDF or description in the app.