Manager View Custom Printing Enhancements 

4 Min Read

Release date: 5/6/2026 

Overview 

Manager View Custom Printing Enhancements give your team more control and flexibility over printing proposals in Deal Central—so you can create dealership-specific proposals that align with how deals are presented in real conversations. 

This release includes three updates to printing proposals in Manager View: 

  • Customizable disclaimer text for printing proposals 
  • Adjustable font size for printing proposals 
  • A new 4-square worksheet template option for printing proposals 

What’s New 

Dealership-specific disclaimers 

  • Replace the default generic disclaimer with custom text when printing a proposal (available for Finance, Lease, Cash, Flex Buy and Balloon deals). 
  • Dealers also have the option to insert the current date within custom text. 

Adjustable text sizing 

  • Adjust all fonts for printed PDFs by +2 / -2 points from default sizes using a new text size setting, which can be shared to Sales View through the primary template. 

A 4-square print proposal option 

  • A new Default 4-Square Proposal template layout is available for printing the primary scenario (not available for Flex Buy or Balloon scenarios). This template includes a four-quadrant grid layout: 
    • Top Left: Market Value  
    • Top Right: Trade Allowance 
    • Bottom Left: Down Payment 
    • Bottom Right: Estimated Monthly Payment (Finance or Lease) or Total Purchase Amount (Estimated Total Purchase Amount for Cash) 
    • Dealers can copy the default to create a customizable version, where field visibility and other display rules can be controlled. 

4-Square Proposal Template Example 

How It Works (Step by Step) 

Manager View – Customizable Disclaimer for Printing Proposals 

Add a Customized Disclaimer on proposals — To update a proposal with your dealership’s disclaimer: 

  1. Create or open a printing proposal. 
  2. On the Display tab, find and select the Customized Disclaimer checkbox (the default is off). 
  3. Once enabled, a text area opens. 
  1. Enter the disclaimer text (the field cannot be empty; 550-character limit). 
  1. Optional: Insert {date} to pull the current date into the disclaimer. 

For multi-scenarios deals  

  1. Create a multi-scenario deal 
  1. Go to Print 
  1. Select the Printing Proposal with the enabled Customized Disclaimer 
  1. The same disclaimer will apply across Finance, Lease, Cash and Balloon deals scenarios. 
Manager View – Font Size Adjustment Setting for Default Printing Proposal 

Adjust text sizes on proposals — to change the font size before printing: 

  1. Select the three dots menu next to the Print button. 
  1. Select Print Settings, then select the needed proposal and open the Display tab. 
  1. Click Text Size and choose a dropdown option (up to +2 / -2 points from default). 
  1. Click Save and Preview to review the change in Preview. 
  1. Click Print to generate the PDF with the adjusted font size. 
Manager View – 4-square printing template 

Create a 4-Square Print Proposal from the Templates List 

  1. Select the three dots menu next to the Print button. 
  1. Select Printing Settings to view the list of Printing Proposals. 
  1. Find Default 4-Square Proposal and click the name to preview default settings (Note: The default template is not editable and can’t be removed). 

Customize a 4-Square Print Proposal  

  1. To customize, open the three dots menu next to the default and select Copy Proposal. A new customizable copy is created with the default name. 
  1. Customize your copied version using General and Display tabs (for example: field visibility and display rules). 
  1. Preview the result in the Preview step. 
  1. If needed, delete a created copy using Remove Proposal (default template cannot be deleted).