You can create a rental quotation to offer rental items, sales items, or services to a prospect or customer.
For rental items, add at least one item with an on-rent date and an expected off-rent date. These dates determine the rental price.
For services or sales items, also enter on-rent and off-rent dates, though they are not used for price or invoicing calculations.
You can create a rental quotation as a rental quotation or as a project rental quotation. If converted to a rental order, project revenues are transferred to the project.
You can create a rental quotation from:
All rental quotations
Project rental quotations
All customers
All prospects
All projects
Service plan board
All opportunities
This flow explains how to create and send a rental quotation from the All rental quotations page. You can also select a prospect.
A default rental agreement must exist to create a rental quotation. This agreement includes predefined data for rental prices, items, and services.
An invoice profile is required for price and invoicing of rental items. It does not apply to sales or service items.