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Self-Disclosure & Contract Form Automation for Online Car Dealer
CB Mitarbeiterautohaus GmbH
Automotive
Germany
2 weeks
2025.06
Car financing requires customers to submit self-disclosure forms (Selbstauskunft), but Neuwagen Online was processing these entirely manually — collecting forms, entering data into Pipedrive, and generating finance documents by hand. This slowed down deals and created bottlenecks. Metawork automated the entire flow: form submissions auto-populate Pipedrive, documents are generated automatically, and the finance team receives what they need instantly.
Challenges
Car financing requires customer self-disclosure forms (Selbstauskunft)
Manually collecting and processing was slow and delayed deals
Documents created and passed to vendors manually
Goals
Automate self-disclosure form flow completely
Auto-populate Pipedrive with customer data
Generate documents automatically for the finance department
Results
Self-disclosure processing time cut dramatically
Documents auto-generated with customer data
Financing approval workflows accelerated significantly
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