Create a quotation or contract

When you generate a quotation or a contract, Rentman automatically copies the price information from the project's planning. To display this information in your documents, you first have to plan equipment and add crew and transport functions.

Available for: Lite Classic Pro

 

Create a quotation or contract

  1. Go to the 'Financial' tab of your project.
  2. Click Print slip, and choose Create quotation or Create contract.
  3. Click the Open widget button Widget.png to open the Widget sidebar.
  4. In the sidebar, configure your document settings.
  5. When you've configured all settings, click Generate.
    If you make further changes to your project or document settings, you need to regenerate your document before they are applied.

Your document is saved to the 'Financial' tab of your project. In the sidebar on the right, you will see the most recent versions of your documents.

Document settings


Layout

Template
Choose a document template for this document. The project type of your project determines which template is selected by default. You can, however, always choose a different template than the default one.
Letterhead
letterhead is the background of a document and it can contain images, headers and footings. The project type of your project determines which letterhead is selected by default. But you can choose a different letterhead than the default one.
Personal text

You can add a personal message for the recipient on each document that you send.

  1. Click Edit personal text.
  2. Type your text, or save time by using a personal text template.
  3. Save your text.
  4. Regenerate the document to view the text you've typed.

 

Version

Number

The number of the document. You can use this for internal reference and for the recipient.

In the Configuration module, you can configure your number series to decide what number each document should start with.

Click 'New number' on the top of the document screen to create an additional quotation or contract for your client. This is useful to provide a client with multiple options to choose from, and all the quotations will be shown in the 'Financial' tab.

Version
The current version of this document. Click 'New version' on the top of the document screen to create a new version and notify that you updated the document (old versions are still saved to the 'General' tab of your project).
Date

The creation date of this document.

 

Subprojects

By default, all subprojects are shown on all documents that you generate. However, you can always choose which subprojects to show on your documents.

Output

Subject

This will be used for the subject of your e-mail when you send the document to a client.

Open kits and cases
Choose whether the content of your kits and cases should be shown or hidden. You can set this up by default in the 'Equipment' module.
File name

The name of the .PDF file of this document. By default, the filename is automatically generated based on the type and number of the document.

 

Financial

Display VAT

Choose whether to display VAT, or not.

Due date
Choose the date on which this document expires.
 

 

Regenerate your document

You need to regenerate your quotation or contract when you change something in your project or in the document settings.

The orange circle Regenerate.png indicates that there are unsaved changes in your document. They are only applied when you regenerate it.

Expiration period

Each document that you generate has an expiration period. After this period, the quotation or contract is not valid anymore. By default, Rentman uses an expiration period of 14 days. However, you can change this default setting to any length you wish.

You can always manually change the expiration period of a document. This will override the default setting.

  1. Go to the Configuration module > Financial > Financial.
  2. Find the option Default expiration period quotation/contract, and fill in your desired number of days.

The due date of a document is shown on the document itself.

In the Projects module, you can filter your projects by Projects with expired quotations.

Let your client sign digitally

You can let your client digitally sign your document. When a client signs your document, the account manager of the project receives a confirmation e-mail, and the project status of your project is automatically changed to Confirmed.

make sure to use a document template that contains the Digital signing module.

  1. Go to the Configuration module > Customer communication > Communication.
  2. In the section Digitally sign, check the box Let customer sign digitally.

Signed documents are saved to the 'General' tab of your project.

By default, the expiration period of your document also applies to digital signing. You can, however, choose to let your client sign expired slips:

  1. Go to the Configuration module > Customer communication > Communication.
  2. In the section Digitally sign, select the box Customer may also sign expired slips.

Download your document

You can download your quotation or contract as a .PDF or Word (.docx) file. Simply click on 'Download as a PDF file' or 'Download as a Word file' when creating a document.

Don't forget to (re)generate your document to apply any unsaved changes, before downloading your file.

Email your documents

You can email your quotation or contract directly to your client. Set up email templates, signature, and domain to send personalized emails more quickly.

  1. When creating your document, click the Email button.
    Don't forget to (re)generate your document to apply any unsaved changes, before sending your document.
  2. Fill in the subject and addresses.
  3. Type your email message in the Message field.
  4. Click Send email.

Connect terms and conditions

You can configure your terms and conditions and choose how to send them in the 'Configuration' module.

Frequently asked questions

How do I add my logo and company information to a document?
You do this by uploading your letterhead to Rentman.
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