To create a quotation open the tab "Financial" within a project an select the document you would like to create.
A new window will pop up that give you several options to create and customize the document.
Writing paper: Here you can select your writing paper
Template: Here you can select the template you would like to use. Rentman provides several standard templates but also offers the option to customize them yourself. More information about the template editor.
Saving text as a text template
The text in a document can be saved as a template for future projects and their documents. Variables can be added to the text to automatically change the project name or rental period. To display the list of variables click on "View list of variables".
A new window pops up, listing the different variables.
If you enter the text as it is shown on the left side you will get the variables as they are displayed on the right side. After having finished your text simply click on "
In future projects you can make use of this template by selecting "Use text-template".
In case you want to regenerate a document you will get the same version with the same number, which can be adjusted afterwards. If you create a new document you will get a new version with the same number.