In Rentman, you can create online quotes to share with your clients. Online quoting allows you to customize how your quotes are displayed.
This article explains how to define the way your online quotes are displayed to clients. The introduction text and media you add will appear on the online quote page.
- Go to the settings Configuration module > Customer communication > Online quoting
- Under Default webpage introduction text, write your text.
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Under Other settings, you can select the following options:
Background image The image displayed on the password page (if the quote is password-protected). Force password protected Require a password to view the online quote page Terms & Conditions Add Terms & Conditions - When you're done, click Save to keep your changes.
Example of the final result
We also recommend creating an email template that automatically includes the quote link and password to save time when sending online quotes via email. Learn how here.
Why Online Quotes?
Read our article to learn more about the benefits and how this feature can help you.
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