Online quotes and the customer page
Email a quote customers accept, sign and pay online; give each customer their own page to see their rentals, extend, book again and send their ID.
Online quotes and online payment are on Standard and up. The signature on the quote and the customer page are on Professional and up.
Send a quote
On a quote, click Send quote. The customer gets an email with a button to open the quote online (and a text message too, when text reminders are on). The order becomes Sent. Send again sends it once more.
A quote is valid for the number of days set in Settings (Valid until shows on the quote). After that the link says the quote has expired, and you can make a new one with Duplicate.
What the customer sees
The quote page works on any phone. It shows your business, the items, dates, pickup and return place (or the delivery address), the total, the Refundable deposit and your terms. The customer can:
- Accept this quote - on Professional and up they type Your full name, Sign here and tick I agree to the terms, then Accept and sign.
- Decline this quote.
- Pay now or Pay deposit online, when you have a payment gateway connected in Settings > Integrations (see Online payments and integrations). You can also ask for the deposit, or the deposit and the rent, right when they accept.
- Download quote (PDF), and call, email or WhatsApp you.
When a quote is accepted, Rental checks that the items are still free and reserves the order. If something was taken in the meantime, the customer is told and you get a note to sort it out. You are told about every accept, decline and payment.
The customer page
On Professional and up, every customer can have their own My rentals page - open Their rental page on the customer, or send it with any email. It shows:
- With you now, Coming up and Past rentals, with each quote, agreement and invoice.
- Pay what is due and the deposit online.
- Extend this rental - pick a new return, Check the price and that the items are free, and Extend.
- Book again - the same items for new dates; Send request makes a quote for you to confirm.
- ID proof - Send ID proof with a photo or PDF, for the ID check.
The page needs no sign-in: the link is the key. Blocking a customer or erasing their data stops it.