Documents can be quotations, invoices, call sheets, subhire lists and more that you create in Rentman, mainly from a project. All the information on your documents will be pulled from your databases. To make sure that the right information is displayed, make sure that the correct data is entered in the respective databases. Subsequently you choose your desired template and your writing paper to create a document.
The template will decide which information is pulled into the document and the writing paper contains your logo and your company information.
Create example documents
To get a good impression on how your documents would look like just create a project, fill in some example data. From this project you can create example documents like quotations with your writing paper and different templates.
The writing paper contains your logo and your company information in your own design. All the templates will be printed on the selected writing paper which gives your documents the exact right presence. Just upload your writing paper(s) as a pdf file in A4 format in the admin panel. You can also upload multiple pages in case the first page differs from the following pages.
You can easily create your writing paper in a word document and safe it as a pdf file.
- Upload your writing paper
The template that you select decides which information is pulled from the database and how it is displayed. For example you can decide if you want to show the price for every single item, just a group price or a total price. In the template library there are already some template created in multiple languages that you can use or duplicate and adapt. You can also create your own template from scratch of course. We know from experience that for most companies can use the system templates as they are or with just minor changes.
- Edit templates
- Display of discount in templates
- Add templates in other language
In your templates you can use personalized standard texts that will be shown on your documents and in e-mails. To fasten your way of working you can save these standard texts and quickly load it in your different templates. When creating these standard text you can also use with variables that will automatically fill in the correct customer name for example.