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Orders & Quotes

Creating a Transaction (Quote or Order)
Quote List
Converting a Quote to an Order
Renting Out an Order
Receiving / Returning Orders
Review, Sign, Pay: A Step-by-Step Process for Clients
Creating Projects
Transactions
Editing the Price of Products on a Transaction
Discounting an Order Total
Setting Up Quote-to-Order Conversion Thresholds in RentopianYou can customize the conditions for quotes to automatically covert to an order using invoice terms or client type
Automated Quote Expiration & Email RemindersAutomatically expire quotes and send reminder emails in Rentopian. Keep clients informed to encourage timely decisions.
Using the Share Option on Quotes and OrdersEasily generate direct links to quotes or orders in Rentopian. Share them via text, messenger apps, or email for faster client actions.
Using the Auto-Extend Feature in RentopianEnable Auto-Extend to renew orders automatically or extend monthly in Rentopian, creating new orders after each rental period.
Editing Returned OrdersEdit returned orders in Rentopian - revert returns for full changes or tweak quick fields (project, label count, etc.) without unlocking.
Applying a Credit to an OrderAdd a negative fee to credit an order, balance totals, and process refunds without leaving amounts due in Rentopian.
How to Create and Manage Automated Tasks in RentopianLearn how to create and manage automated tasks in Rentopian, including conditions, deadlines, and tracking tasks.
How to Resolve Issues with Blocked Quotes Review in RentopianResolve blocked quotes in Rentopian caused by overbooking or review days. Learn how to unblock and resend request for review.
Transaction (order/quote) TemplatesSave repeat transactions as templates for manual or automated order creation via address-matched Excel import.
How to Get a Customer Signature on Order Documents in RentopianLearn how to collect a customer signature on the transaction details, packing slip, or picking slip in Rentopian.
Understanding Request Review Workflow StatusesLearn what each Request Review workflow status means, how it updates, and how to configure automatic completion based on payment and signature.