Unlock the ability to present your F&I to anyone from anywhere!
But that’s not all! MenuConnect empowers you to do all of this remotely, during a screen share meeting. Whether your customers are across town or across the globe, you can deliver personalized, efficient services without the need for in-person interactions.
Written Instructions -
1. You will open your deal per your usual process. Use your Layout Page to set up your packages and get your coverages to your preferences.
Note: Only paper menu styles are compatible with MenuConnect.
Product Lender menus are not compatible with MenuConnect at this time.
2. Once you have everything set, scroll down and select the MenuConnect button.
3. A new browser tab will open you to the MenuConnect Lobby. Basic customer, deal, and dealership details will be listed.
The Enable Video Chat button will allow you to turn your microphone and camera on so that you may video chat with the customer. If you intend to video chat with the customer at any point during your session, you must enable it at the beginning. 
4. When you are done reviewing your information and Video Chat settings, you can click the Join Meeting button. 
5. The tabs on the left are your command center. You will start with the Connection tab.
Note: Your customer will not see your command center or any actions you make within it.
6. Your command center will open on the left. The top section will contain basic Sale Information. Below that is the Customer Connection section. You will have the option to send the Buyer (And Co-buyer if you have one) a meeting invitation. You may choose to text or email the meeting link using the check boxes.
7. Once you have selected your options. Click send invite.
8. If you choose text, the customer will receive a text message containing the meeting link with instructions on how to join. For today's example, we will assume you emailed the customer. The email will be labeled as coming from the Business Manager as the contact name, and the address will be "noreply@menumetric.com". The subject of the email will be Remote Meeting.
The email will look something like the following. The customer will click the Connect button to join.
9. Once the customer has joined the meeting, the icon at the top left will change from orange to green to indicate that the Buyer is connected.
10. You and the customer can control the video chat settings by using the buttons that the bottom.
The Show Video Chat/Hide Video Chat will allow you to toggle the Video Chat in view. Regardless of whether you have it showing or not, it will be running in the background.
11. You can move to your Menu tab. From here, you can click Generate to create and display the menu to the customer.
12. If you would like to edit your menu, click the Menu tab again on the left. You can make visual changes here or click the Layout button. Your Layout page will appear in a pop-up. Make your rating/product changes as needed. Click Save & Close when you are done. The menu will automatically regenerate and display to the customer with your changes.
13. Once the customer has decided which package they want. You can select the Start Signing button. A pop-up will appear to prompt the dealer to provide a signature. When you are done signing, click Accept.
14. At the top right of your screen, you will see a button called Set Coordinates. This button contains a list of different free-form fields you can set on the menu PDF.
For today's example, we will select the Buyer Signature option. 
15. When you select Buyer Signature, a signature field will appear on your PDF. You can drag, drop, and resize the box to any spot you wish on the menu. You will typically be placing it on the signature line of the menu package that the customer would like to proceed with.
16. Once you have activated the signature box by clicking it to make it green, the customer can tap/click it to start signing. The customer will get a pop-up that includes an eSignature Agreement. They will review the agreement, then check the check box "By clicking the checkbox, I agree to the Consumer Disclosure."
17. The customer will provide their signature and then click accept.
18. The pop-up will disappear and bring them back to the menu, where they can tap the signature box to apply the signature.
19. The Business Manager will then click Finalize at the bottom right to finalize the signature on the contract.
20. The menu "Generate" button will now change to void. If you would like to make changes to the menu after it has been finalized, you will need to void the old menu and start anew.
21. The Presentation tab contains your product videos, images, charts, and brochures for educating your customers. When you select them, it will display for the customers as well.
Your dealership's custom slideshows will appear in here as well.
Note: The customer/co-buyer has the option to control the video presentations with the back button, pause/play button, and the forward button.
22. Forms Tab: Click the Forms tab to open the Forms command center. Select the eForms button at the top right of your command center. 
23. Your Forms page will appear in a pop-up. Complete 1. Payment Selection, 2. Product Contracting, and 3. Additional Forms per your typical process. To learn more about the forms page, click here.
24. Click Save & Close when you are done generating your contracts.
25. Your pop-up will disappear, and you will be back to your Forms tab command center. Double-click a contract icon to single-display a product, or for this example, click Display All. 
26. Your contracts will now appear for the customer. Click Start Signing. 
27. Click the Next button found at the top right of your screen to activate the signature field for the customer.
28. The customer can tap the signature field to apply their signature. Repeat steps 27 and 28 until all contracts have been signed. The Business Manager can then click Finalize at the top right to finalize the signatures on the contracts.
29. Once the contracts have been finalized, open your Forms tab for the command center. Under the Forms Distribution center, you can choose which contracts you would like to send to the buyer using the check boxes. You can also decide if you would like to email or text the forms to the customer. Click Send when you are finished with your selections.
30. Depending on your selection, the customer will receive 2 emails or 2 texts. One will contain a link to the documents, and the second will contain a password used to unlock the document link for viewing.
31. When you and your customer have completed your session, select the Leave Meeting button found at the bottom of your MenuConnect browser tab.
32. A pop-up will appear asking you to confirm if you would simply like to leave the meeting or end the session for everyone. You will select End Session.
33. You and your customer will be moved to the end of the session browser lobby.
Congratulations! You have completed a virtual F&I meeting via MenuConnect! You can now sell from anywhere to anyone!