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Generating PDF Documents


Cheqroom has a built-in reservation checklist as well as a check-out agreement to streamline your day-to-day tasks, allowing you to take the information included in a  Reservation or Check-out and export it into a PDF agreement. The PDF will be attached to the booking so you can easily retrieve said information.

  • Go to Settings in the bottom left corner of your screen

  • Go to Templates

  • Activate the templates you'd like to use


Available ready-to-use templates

  • A.T.A. carnet (with or without serial)

  • Reservation Agreement

  • Reservation Checklist (can be used as a packing or shipping list)

  • Check-out Agreement (with or without electronic signature)

  • User Equipment Agreement

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Editing our ready-to-use templates

Want to make some adjustments to our templates, maybe adding your logo or company name? Or how about adding an electronic signature to your agreements? 

  • Go to Settings

  • Go to Templates

  • Clone the template you'd like to edit

  • Start editing

*Prefer to start from scratch? You can create your own templates as well!
*Need help with creating your own template? Shoot us a message.

Generating a PDF document for a Reservation

  • Go to Reservations

  • Next, click the Reservation for which you want to generate a PDF. The Reservation needs to be in the Booked status.

  • Click Actions, next click Generate PDF...

  • Pick a template (optional -- depends on how many Reservation PDF templates are active in your account)

  • Sign digitally (optional -- depends on how the selected Reservation PDF template is configured)

  • Click Add to start generating the PDF. It will be automatically added as an Attachment to your Reservation and appear in the history timeline on the right side. 

  • Click on the PDF to download or print it

Generating a PDF document for a Check-out

  • Go to Check-outs

  • Next, click the Check-out for which you want to generate a PDF. The Check-out needs to be in the Open or Completed status.

  • Click Actions, next click Generate PDF...

  • Pick a template (optional -- depends on how many Check-out PDF templates are active in your account)

  • Sign digitally (optional -- depends on how the selected Check-out PDF template is configured)

  • Click Add to start generating the PDF, it will be automatically added as an Attachment to your Check-out and appear in the history timeline on the right side.

  • Click on the PDF to download or print it

Generating a PDF document for a Contact

  • Go to Contacts

  • Next, click the Contact for whom you want to generate the Contact PDF agreement

  • Click Actions, next click Generate PDF...

  • Sign digitally (optional -- depends on how the selected Contact PDF template is configured)

  • Click Add to start generating the PDF, it will be automatically added as an Attachment to the Contact and appear in the history timeline on the right side.

  • Click on the PDF to download or print it