RentMy – Rental Management – Creating Rental Quotes

September 30th, 2019 by

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”

[caption id="attachment_9574" align="aligncenter" width="1024"]Rental Software How To Create A Quote Create a quote step 1[/caption]

Step 2: Look up products; adjust quantity as desired

[caption id="attachment_9573" align="aligncenter" width="1024"]Rental Software Create a Quote Edit Price 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. 

[caption id="attachment_9572" align="aligncenter" width="1024"]Top Rental Software Create A Quote 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”.

[caption id="attachment_9575" align="aligncenter" width="1024"]Top Rental Software Create A Quote Create A Quote Step 5[/caption] [caption id="attachment_9571" align="aligncenter" width="1024"]Top Rental Software Create A Quote Create A Rental Quote[/caption]

Watch the video

RentMy - Rental Management - Creating Rental Quotes is a function that we offer to assist you in creating a great experience for your customers. Are you new to RentMy? We are an E-Commerce website, POS & rental software for businesses & clubs committed to growing their operations. Whether you are a local rental company or an e-commerce powerhouse, RentMy delivers the tools you need to manage & grow your business. Get started for FREE today; click here. Don't have time or the expertise to set up your own store? Let us help you! We offer fully customized support based on your needs.