emailing a rental contract

Brandon L. shared this question 8 months ago
Answered

how do i email a rental contract agreement

Comments (3)

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If you would like to send a contract to your customer, open their lead, open the email section and select the contract template then send.

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when you are in your lead use the top bar and click on the envelope icon

then make sure the email address is filled in and then choose the template you want to use

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thank you

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also make sure you have your email templates set up in settings/email templates


you can set up different templates for every thing you email

you can have templates to use to request tax exempt forms etc

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Hey Greg do you have a nice template requesting the tax-exempt form and willing to share it with us? Is there a way to set up that it will send auto to any client that puts in tax exempt in the booking?

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