Using Cheqroom, it's easy to generate a PDF for your booking or contact data. These PDF documents help you set clear expectations with your contacts and helps to hold them more accountable.
You can generate PDF documents for:
Reservations which are booked
Check-outs which are booked or completed
Contacts
Shipments
Creating a PDF template
Click Settings in the bottom left corner of your screen
Click Templates
Click New template...
Pick the kind of template you want to make
Use the WYSIWYG editor to make changes in the content
Update the template name to something more descriptive
Click Preview & save... to see what a PDF document would look like
Click Update to save the template
Use the toggle button to activate the template
Requiring documents to be signed electronically
You can choose to set up the template to automatically require an electronic signature when the PDF is generated. This is ideal when you want your team members to formally sign a document that equipment left in their care.
Using merge fields to insert dynamic data
Click Insert placeholder in the top-right corner of the template
Insert any of the merge fields from the list, it will insert a
${placeholder}where the field will be.
Advanced use in source mode
Click Source to see the HTML for your template
You can use the same
${placeholder}values in the HTML editorFor custom fields, use
${item.fields.Serial_number}(case-sensitive and spaces are replaced with _ characters)Use
<div data-for="item in items"></div>constructs to build repeaters
Important
Need help with creating your own template? Contact us!