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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