In this guide, we'll explore the ins and outs of contract management within Rentopian. By the end of this tutorial, you should be comfortable with creating, customizing, and managing contracts in the system.

Begin by navigating to Settings > Contracts. This is where you can modify contract settings and add new ones.

Contracts are signed through Rentopian’s own signature service. DocuSign and DigiSigner aren’t available.

To choose how clients sign, go to Settings > Contracts > Signature Settings and pick a Signature Type: Draw Only, Type Only, or Draw and Type.

There are two main ways to set up contracts:

In the general settings tab, you can dictate when contracts are generated and emailed based on the creation and updates of transactions.

You can navigate to templates to create and manage contract templates. These allow for more detailed customization, and you can specify various conditions for when different templates are used, such as transportation type or client type.

Templates can be attached automatically to orders and quotes or added manually upon request.

Once you've set up your contracts and templates, creating a quote will automatically generate the relevant contracts based on your settings. You can then view, email, sign, download, or delete these contracts as needed. Additionally, Rentopian offers the functionality to send contracts for e-signature or to attach scanned, signed contracts to the system.

Pick the document you want signed most often so you don't have to choose it each time. Go to Settings > Order Settings. Under the Layout section, choose your Default document for signing. It will be picked for you when you click Share or Sign on an order.

Signing permissions control which staff members can sign on orders.

You can make clients sign before they pay. Go to Settings > Financial/Payment > Payment Page and check Require Contract Signature Before Payment. Clients who haven't signed are sent to the signing page first. Once they sign, they can pay as usual.

To collect a signature in person, see How to Get a Customer Signature on Order Documents in Rentopian.

Remember, understanding and effectively managing contracts is crucial for maintaining clear communication with your clients. If you have further questions about working with contracts in Rentopian or sending them to clients, please reach out for assistance.