Rentopian allows you to use different document templates for your quotes, orders, invoices, and packing lists. You can switch templates per transaction, set defaults, or assign templates to specific clients.
1. Switch Templates on a Transaction
Open the Transaction View screen.
Scroll to the bottom to the Documents section.
Here you’ll see multiple template options for each document type (such as Order Print or Packing List).
Click the dropdown next to a document type to view all available templates.
If this field is blank, Rentopian will automatically use the default template.
Select a different template from the list to use it for this specific transaction.
2. Set a Default Document Template
Go to Settings → Documents → PDF Templates.
Select the document type you want to adjust (e.g., Order Documents, Invoices, Packing Lists).
The default template will have a green checkmark at the end of the row.
To change your default:
Click the gray circle next to the template you’d like to set as the new default.
Alternatively, click the pencil icon to edit the template and toggle the “Set as Default” option to Yes.
Click the green Save Template button to save your changes.
3. Assign a Specific Template to a Client
Go to your Client List and open the client’s profile.
Select the Documents tab.
You’ll see a list of any documents with more than one template available.
For each type (e.g., Orders or Quotes), choose the specific template you want this client to always use.
Once selected, any future transactions for this client will automatically use the assigned template instead of the default.
Need Help?
If you have any questions about switching or assigning document templates, contact our team at [email protected] or use the chat in your Rentopian dashboard.