Running a short-term rental business is all about delivering a smooth guest experience and operating with professionalism. That’s why at RentalWise, we offer you the tools to generate and send documents automatically or manually—whether it’s an invoice, guest agreement, or a custom message template.
These features aren’t just about paperwork—they help you build trust, maintain transparency, and save time.
Document Templates are pre-configured, customizable files that you can generate, download, or share via public link. Whether you need an invoice, a guest confirmation, or a custom booking document, these templates allow you to send polished, branded content to your guests.
✅ By default, your account comes with two ready-made templates:
1. Invoice
2. Guest Agreement Confirmation
These can be easily customized to match your branding—change fonts, background colors, and content based on your needs.
You can manage your document templates here:
Settings → Document Templates
Once there:
Click Edit on a template to adjust it.
Enable options such as:
Allow multiple documents: Create more than one document per record.
Public page: Generate a public link so you can share documents directly.
🛠 Document templates use the Twig Template Engine:
Explore Twig Documentation
There are two ways to use documents with RentalWise:
A. Manually, from each booking
B. Automatically, via message automation
Let’s say you want to generate an invoice for a recent booking:
1. Go to CRM → Bookings and select the relevant booking
2. Scroll to the Documents section
3. Click Preview to ensure all information is accurate
🔒 Note: The preview only works if the guest has completed the Online Check-in Form
4. Click the + sign to Generate
5. A new tab will open with your document
Download the file and attach it as a PDF
Or, copy and share the public link (only if Public Page is enabled)
Automating documents helps save time and ensures consistency in communication. Here’s how to set it up:
Go to Messages
Draft your message (e.g., Payment Confirmation) and mention the attached document
Go to Automations and start a new one
In Step 4 (Automation Configuration):
Select the document template you want to auto-generate
Set a condition: Online Check-in Completed to ensure data accuracy
Once active, every qualifying booking will trigger the message and attach the document automatically.
💡 Customize Everything
Use Twig to personalize your document templates—it's simple and with a bit of prompt engineering and a good AI or help from your tech team.
💡 Unlimited Templates
There’s no limit! Create as many document templates as your business needs.
💡 More Templates Coming Soon
We’re listening to your feedback and plan to release new, ready-to-use templates tailored to your needs.
✅ Present yourself professionally with branded documents
✅ Reduce manual work through automation
✅ Improve guest communication and clarity
✅ Build credibility by including signed agreements or official invoices
Start using document templates today and turn every guest interaction into a moment of clarity, consistency, and professionalism.
Need help with custom templates? Ask your tech team or use a tool like ChatGPT to get the code in seconds!