Overview

Rentman’s Quoting & Invoicing module is a fast, flexible solution for creating professional quotes, proposals, and invoices—all within the Rentman platform. It allows businesses to turn inquiries into branded financial documents in seconds, using templates derived from past projects. Users can adjust pricing, include discounts, and rely on automatic tax and margin calculations to ensure accurate estimates and professional delivery. Digital signature acceptance and online payment integrations like Stripe streamline client approval and payment cycles, reducing manual administrative overhead.

Features and Capabilities

• **Document Creation: **Generate quotes, proposals, contracts and invoices using saved client and project data in seconds.
• **Template Editor: **Customize templates to match your branding—show or hide elements, add logos, text, styles and letterhead.
• **Pricing & Forecasting: **Full cost breakdown showing revenue, discounts, taxes and margins. Adjust pricing on the fly and view real‑time financial forecasts
• **E‑Signature Support: **Send quotes/contracts that clients can approve digitally. Receive instant notifications once accepted.
• **Partial Payments Handling: **Register installment payments, track outstanding balances, and issue invoices in stages or by percent of total.
• **Accounting Integration: **Export invoices as XML/XLSX or sync directly with accounting platforms like QuickBooks Online and Xero.
• **Payment Processing: **Clients can pay directly online via Stripe integration, with support for reminders and tracking unpaid invoices.
• **Regeneration & Version Control: **Choose to overwrite, duplicate or create a new version of quotes/contracts when updating proposals. Set expiration periods for validity.
• **Export & Reporting: **Export ledger‑level financial data. Use built‑in or custom reports to analyze discrepancies between estimates and actuals.