Clickdocs — DealerRefresh Vendor Library

Here is the fully sourced sales brief: --- ## Company Research — Clickdocs ### About Clickdocs Clickdocs is designed to digitize the vehicle file, revolutionizing the way dealerships access, process, and store documents. The concept originated in 2018 when a sales manager at a luxury dealership in Toronto wanted to go paperless, and the company was officially launched in April 2021. Headquartered in Toronto, Ontario, Clickdocs is structured as a partnership with 2–10 employees. It is an unfunded, bootstrapped company operating as SaaS-driven document management software purpose-built for auto dealers. --- ### What They Do Core product features include an audit tool, a text/email document-sharing tool, an electronic garage register, an e-signature integration (DocuSign), a digitized vehicle file, and dedicated dealer servers with TLS security protocols. - **Paperless Vehicle File:** End-to-end digitization of the dealership paperwork process, from start to finish. - **Document Ingestion & Auto-Filing:** Automated naming, tagging, deal matching on upload, and a searchable archive with export bundles for audits. - **Text/Email Document Collection:** Staff can request documents from clients via text, allowing the client to use their phone camera to share any document instantly. - **Multi-Rooftop Support:** Configurable shared templates, access policies, and cross-store search — central teams get instant visibility while individual rooftops retain control. - **CDK Integration:** Clickdocs seamlessly integrates with CDK/180, making it plug-in compatible with one of the industry's leading DMS platforms. - **Compliance Positioning:** OMVIC, CRA, most lenders, and OEMs accept digital document retention when records are complete, legible, and securely stored with audit trails. - **Efficiency Claim:** Clickdocs claims to reduce average vehicle file handling time from 45 minutes to just 15 minutes. - **Available on Microsoft Store:** The app is available in the Microsoft Store. - **No notable named customers or funding rounds found publicly.** Clickdocs has not raised any funding to date. --- ### DealerRefresh Audience Fit Clickdocs is squarely targeting the same personas that make up the DealerRefresh community — GMs, dealer principals, F&I managers, and compliance-focused operators. The pain point is universal: paper-heavy deal jackets, audit exposure, and slow document workflows. Here's how each DR product maps: **Forum Banners — Strong fit.** The sales and paperwork process is described as "very backwards" in automotive — automating it reduces audits and chargebacks from OEMs or OMVIC. GMs and dealer principals who read DealerRefresh daily are exactly who signs off on solutions like this. Banner placements keep Clickdocs top-of-mind during the consideration phase for a problem every dealer faces. **Retargeting Pixel — Strong fit.** Clickdocs is in active demo-generation mode (actively promoting free personalized demos via LinkedIn and other channels). Retargeting DealerRefresh visitors on Facebook/Instagram would extend that demo funnel to a warm, pre-qualified audience of auto retail pros already thinking about dealership operations. **Demo / Review Video — High-value fit.** Rabbani has stated that what differentiates Clickdocs is its approach "from a dealership sales-department perspective, not as a side business" — a very niche angle. An Alex & Jeff deep-dive video would be ideal for explaining this nuance to an audience that is skeptical of generic document management tools and wants to understand what makes this dealer-specific. **Sponsored Forum Post — Strong long-term fit.** The biggest industry misunderstanding is that dealers must keep hard copies — Clickdocs is designed specifically to meet digital retention standards. A permanent, SEO-indexed forum post addressing that misconception directly (and naming OMVIC, CRA, and OEM acceptance) would drive organic discovery from dealers researching digital compliance — and is the type of content increasingly cited by AI search tools. --- ### About Richard Gasner Richard Gasner is the **Chief Operating Officer** of Clickdocs Inc., based in Canada. His prior experience includes roles at Coventry North Jaguar Land Rover and Yorkdale Ford Lincoln Sales — making him a genuine dealership floor veteran, not a pure tech hire. His skill set includes automotive sales, sales management, customer relations, and negotiation. Co-founder Siavash Rabbani also previously worked at Coventry North Jaguar Land Rover, suggesting Gasner and Rabbani likely have a shared dealership background and pre-existing professional relationship. **Budget authority:** As COO of a 2–10 person bootstrapped startup, Gasner almost certainly has direct input into or full authority over marketing and vendor spend decisions. There is no procurement layer to