Quoting & Invoicing
Description
Simple, fast and accurate quoting
Generate financial documents in seconds and turn proposals into quotes your customers will approve of. Use Rentman to set up and manage professional-looking financial documents that stand out from the competition.
"Creating a quote in Rentman is done in no time, and we can easily make adjustments to it." - Tom Segers, SONO Rent & Event
1. Set up the project basics
Create a quote in a few simple steps
Greatly increase the speed of quoting by connecting all of your project data.
Start by filling out the basic details and stored information from your client database. Add equipment items as well as jobs and let Rentman do the math to show the totals for your project.
Speed up recurring rentals
Create proposals and contracts in no time using pre-built templates based on previous projects.
2. Adjust pricing and details
Confidently forecast and see a full pricing breakdown
For every project quote, you get a full breakdown of your project costs, revenue, and discounts. Alter any details to charge the right price and know exactly what margin you are making. Rentman automatically calculates totals and taxes so you can quote with confidence.
3. Generate and send out
Click for a beautiful quote
In Rentman you can generate a quote in less time than it takes you to read this sentence.
Select from multiple templates to only show the information your client needs to see.
Confirm online with E-signature
Send out your quotes or contracts directly and let clients sign digitally to get projects off the ground faster.
Receive a notification when your quote has been accepted and start planning.
Allow your customers to pay in installments
Do you have any customers who would rather pay in installments? Or do you have customers that need to spread out their payments from time to time?
With Rentman, you can easily register installments and keep track of outstanding balances.
- Register installments from your customers
- Show payments (installments) and unpaid balances on the same invoice
- Keep track of unpaid invoices, outstanding balances, and due dates
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