Agreement Templates are reusable documents that customers sign — rental agreements, membership contracts, vehicle consignment agreements, and more. Create them once and attach them to rentals, memberships, or vehicles.
How to Access
- Go to Settings → Agreement Templates
The Agreement Template List
The list shows all your templates with columns for Status, Title, Document Type, and last update date. Use the search bar to filter by name. Click any title to edit that template.
Creating a New Template
- Click the Add button in the toolbar
- Enter a name for your template
- Click Create
- You'll be taken to the template editor
The Template Editor
Basic Settings
- Title — The agreement name (editable, auto-saves on blur)
- Agreement Type — Select from: Vehicle, Deal, Contact, Rental, or Membership. This determines which dynamic variables are available.
- Status — Draft or Live. Take a template Live when it's ready for use.
Payment Requirement (if External Payment module is enabled)
- Require Payment toggle — When ON, a payment must be collected when the agreement is signed
- Payment Amount — The dollar amount required
Document Variables
Variables are dynamic placeholders that auto-populate when the agreement is sent. Available variables depend on the Agreement Type:
| Type | Available Variables |
|---|---|
| Rental | Renter name, vehicle info, dates, pricing, pickup/dropoff addresses |
| Membership | Member name, plan name, pricing, billing details |
| Vehicle | Vehicle details, VIN, owner info |
| Deal | Deal details, parties, amounts |
| Contact | Contact info, address, custom fields |
Click any variable in the left panel to copy its token (e.g., ##{{renter_name}}), then paste it into your document.
Document Signers
Add one or more signers who must sign the agreement. Click + to add a signer, enter their title (e.g., "Renter", "Owner"), and click Add. Membership agreements are limited to one signer.
Rich Text Editor
The right panel is a full rich text editor. You can:
- Format text — Bold, italic, underline
- Add headings — Use the block dropdown for H1-H6
- Create lists — Bulleted and numbered lists
- Insert images — Add logos, diagrams, or reference images
- Paste variables — Insert dynamic tokens that auto-populate
Going Live
Click Take Live to make the template available for use. Requirements:
- At least one signer must be configured
- The document should include relevant variables for auto-population
Deleting a Template
Click Delete, then Confirm. Deleting a template does not affect agreements that have already been sent or signed — those remain on record.
Frequently Asked Questions
Can I edit a template after it's Live?
Yes. Edits apply to future uses of the template. Agreements already sent or signed are not retroactively changed.
How do I attach an agreement to a rental?
On the rental detail page, use the Agreements tab to select a template and send it to the renter. For instant bookings, set a default agreement in Instant Booking settings.
Can I have multiple agreement types for rentals?
Yes. Create as many rental-type templates as needed (e.g., one for daily rentals, one for long-term, one for Pocket Drives).