BrandBinder Secure Documents

Dealer documents, completed without leaving BrandBinder.

Send the forms your dealer relationships already depend on. Dealers complete and sign one secure packet, your team keeps the final record, and BrandBinder files it with the right account or prospect.

One packet, one complete record

The paperwork belongs with the relationship.

1. Prepare

Choose documents from a reusable brand library, reuse saved field mappings, or place fields visually on a flat or scanned PDF before sending.

2. Complete

Recipients review the packet, fill the original forms in the browser, and type or draw signatures in the required signer order.

3. File

Completed PDFs, timestamps, signer details, document fingerprints, and the event history stay together and file to the matching CRM record.

Included allowance

Three packets each month are free.

Every BrandBinder workspace can send three real packets before upgrading. Pro raises the monthly allowance to 50 and adds templates, reminders, brand styling, and repeatable multi-document workflows.

Built for dealer workflows

  • Dealer agreements and account applications
  • Tax, banking, and authorization packets
  • Private recipient-specific links
  • Automatic reminders and cancel/revoke controls
  • CRM filing or reviewed prospect staging
  • Downloadable completed records and integrity checks

Purpose-built, not general-purpose

A dealer-document workflow—not another platform to reconnect.

Secure Documents is built into BrandBinder beside the dealer, prospect, products, and programs the paperwork is about. Your team does not have to buy a separate agreement platform, recreate dealer context, or manually move completed files back into CRM.

$9 per workspace

Secure Documents Pro includes 50 packets each month for the whole workspace—not a separate subscription for every staff member.

Focused on dealer packets

Reusable brand documents, multiple forms per packet, signatures, countersigning, reminders, cancellation, revocation, and completed PDFs.

Connected by default

File completed packets with the matching dealer or review unmatched recipients as prospects instead of rebuilding the relationship elsewhere.

DocuSign and other broad agreement platforms offer additional enterprise capabilities, integrations, and compliance options. Secure Documents is intentionally focused on BrandBinder's dealer-document workflow. Each organization should confirm that its signing, identity-verification, retention, and compliance requirements are met.

Start building your dealer workspace today.

Try BrandBinder free for 30 days with no credit card required, or bring your current dealer stack to a guided demo.