RentMy – Rental Management – Creating Rental Quotes
September 30th, 2019 by rentmysupport
Creating Rental Quotes
RentMy - Rental Management - Creating Rental Quotes - will demonstrate how to create and update your system. Quotes are an essential part of every rental business. Whether your customer needs to get approval or they're simply looking for a proposal, the RentMy rental software quote builder allows you to develop professional quotes and adjust as necessary based on customer feedback. To create and email a quote to a customer follow the processes you would for creating the real order.
Step 1: Click the Actions button at the top of the dashboard and choose “Create New Order”
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Create a quote step 1[/caption]
Step 2: Look up products; adjust quantity as desired
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Create A Quote Step 2[/caption]
Step 3: Optionally adjust the price of the product by clicking the percentage icon next to that product to override the price
Step 4: Proceed to checkout and follow through the process just as you normally would, except click the “Quote” button as the payment option.
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Create A Quote Step 4[/caption]
Step 5: Click Submit to generate a quote and email it to your customer.
To find and view quotes you’ve already generated, visit the Reservation screen and search for a status of “Quotes”.
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Create A Quote Step 5[/caption]
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Create A Rental Quote[/caption]
Watch the video
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