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.
What Are Document Templates?
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.
Where to Find Document Templates
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
Two Ways to Use Documents
There are two ways to use documents with RentalWise:
A. Manually, from each booking
B. Automatically, via message automation
A. How to Manually Generate & Send Documents
Let’s say you want to generate an invoice for a recent booking:
Steps:
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 Form4. Click the + sign to Generate
5. A new tab will open with your document
Now you can:
Download the file and attach it as a PDF
Or, copy and share the public link (only if Public Page is enabled)
B. How to Automate Document Generation
Automating documents helps save time and ensures consistency in communication. Here’s how to set it up:
Step 1: Create the Message Template
Go to Messages
Draft your message (e.g., Payment Confirmation) and mention the attached document
Step 2: Configure the Automation
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.
Pro Tips & Tricks
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.
Why Use Document Templates?
- 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
Ready to Level-Up Your Guest Communication?
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!