Creating quotations/offers

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 "Save text as text-template".

In future projects you can make use of this template by selecting "Use text-template".

Images

This tab provides an overview of all the pictures that have been added to the project. In this tab you can choose which of these pictures should be shown in the document. By selecting the pictures they will be displayed in the document. 

Details

In this tab you can enter and adjust some of the data. 

Deviating filename: If necessary you can enter a deviating filename here. 

Deviating offertenummer: A deviating offertenumber can be entered here.

Validity: Enter until when the document is valid. 

Alternative version: If needed you can enter an alternative version here. 

Print contents of sets: Here you can determine if the content of a set should be printed or not.

Print writing-paper: This option allows to select if the writing paper should be printed or not. In case you have your own writing paper and don't need this option you can select "No". 

Creating quotations/offers - regenerate existing quotations/offers

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.