Template · Cars and mobility
Document checklist: Buying a car at a dealership
Who asks whom: The dealer to the customer
6 documents3 to signFree
Free. You can change everything before sending.
The 6 documents to request
- Purchase orderDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- ID documentID card or passport, both sides.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Proof of addressLess than 3 months old.Document or photo (PDF, JPG, PNG, HEIC, WebP)
- Driving licenceDocument or photo (PDF, JPG, PNG, HEIC, WebP)
- Registration mandateDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
- Transfer certificate for your old carDocument or photo (PDF, JPG, PNG, HEIC, WebP) · To sign
Documents to sign
- Purchase order: To sign by hand, then send as a photo or PDF.
- Registration mandate: To sign by hand, then send as a photo or PDF.
- Transfer certificate for your old car: To sign by hand, then send as a photo or PDF.
How it works
- List the documents you need, and their format. With this template, the list is already done.
- Add the people. Everyone sends the same thing, or each their own.
- Set the deadline and how often to remind them. Done.
Everyone gets a personal link by email or text message. No account to create, no app to install: they snap their document with their phone. Invitations and reminders go out between 9 am and 7 pm (Paris time), never on Sundays or public holidays, and stop as soon as the person has sent everything.
Frequently asked questions
Which documents should you request (buying a car at a dealership)?
This template lists 6 documents: purchase order, ID document, proof of address, driving licence, registration mandate, transfer certificate for your old car. 3 of them must be signed.
Do the people need to create an account?
No. Everyone gets a personal upload link by email or text message, with no account to create and no app to install.
Can I change the list?
Yes. Before sending, you can add, remove or rename a document, and change its format or its instructions.
Is this template free?
Yes. The template is free, and so is the Free plan: one request at a time, 5 people, email reminders.
What happens to sensitive documents?
Some documents in this list are recognised as sensitive (ID document, driving licence). They are flagged to you and to the sender, and deleted 30 days after they arrive; you are warned 3 days before, to download what you must keep.
Similar templates
Ready to send it?
Free. You can change everything before sending.
Updated on September 30, 2026