Generate a Contract for a Booking

Use Contract list to choose the booking that needs a rental agreement.

Find the booking

Use Search contracts to search by booking number, customer name, customer email, vehicle make, vehicle model, or contract signature status.

Contract list columns

• Booking: booking number and pickup-to-return dates.
• Customer: customer name and email.
• Car: vehicle make and model, or Vehicle removed.
• Value: booking total value.
• Status: not sent, sent, or signed.
• Signed: signed date and signer name when available.
• Actions: Configure, PDF, and Link when a token exists.

Configure the contract

1. Select Configure for the booking.
2. Review the booking summary: Customer, Vehicle, Total, and Payment status.
3. Review and save Customer information.
4. Set Contract title, Subtitle, optional replacement plate, optional replacement VIN, and optional Message on contract.
5. Choose Brand color and whether to Show agency logo and brand on contract.
6. Select Preview contract PDF.
7. Select Admin reviewed and approved.
8. Select Send secure signing link.

When no bookings show

If there are no matching bookings, the workspace shows: No bookings match this search. Create or confirm a booking before generating a rental contract.