Our rental management software simplifies quoting with real-time asset data, custom pricing, and one-click quote-to-order conversion. No spreadsheets and least manual work for maximum efficiency.
Rental Quoting Management Software
Smart Pricing
Faster Quotes
Instant Orders
How We Help in Creating and Managing Rental Quotes
We help you move from inquiry to order without delays. Every feature works together to reduce time spent on quoting, eliminate manual entry, and give your team better control.
Why Choose PREXA365 for Rental Quoting?
Start by selecting a saved customer from your CRM. PREXA365 auto-fills contact details, billing addresses, and tax settings. Then, pick a rental asset from your live catalog. Real-time asset availability and linked rental pricing make data entry fast, accurate, and error-free.
Quote with precision using flexible pricing rules. PREXA365 lets you apply custom price lists, client-specific discounts (fixed or percentage), and location-based surcharges or tax rates. Whether you serve private customers, corporate clients, or government agencies, your quotes stay consistent and fully compliant.
Create polished rental quotes in just a few clicks. Include all rental line items, pricing durations, and asset details. Export quotes as PDFs with your company branding, email them directly from the system, or revise and track them - all without needing third-party tools.
Once a quote is approved, convert it into a rental order or reservation with one click. PREXA365 carries forward all relevant customer data, pricing, and asset details automatically. This quote-to-order process eliminates double entry and speeds up rental booking.
The Complete Workflow for Quote, Contact & Invoicing
We help you link quoting, contacts, and invoicing into one connected flow. Sales teams can manage everything from the first inquiry to the final payment – without switching systems or duplicating data, hence improving sales management as well.
Seamless Quote-to-Invoice Flow
Start with a quote, convert to an order, and auto-generate invoices - all with synced data.
Manage Contacts Effortlessly
Store and access complete customer profiles, billing info, and contact history in one place.
Send Invoices with One Click
Preview, edit, and send rental invoices directly from the platform via email or PDF.
Accurate Data Every Time
No manual entry. All asset, pricing, and tax details flow automatically from quote to invoice.
Quote Management Built for Speed & Accuracy
PREXA365 lets you build and manage quotes in seconds using real-time data. With custom pricing, asset availability, and CRM integration, your team can send accurate quotes with zero manual entry or spreadsheet work.
- Pull in customer data with autofill from CRM
- Select assets with live pricing and availability
- Apply price lists, discounts, and taxes per client
- Export branded PDFs or send via email directly
- Track status: Draft, Active, Revised, or Converted
Contract Creation with Auto-Populated Data
When a quote is approved, PREXA365 auto-converts it into a rental contract. All details – customer, pricing, dates, assets – flow forward without re-entry, giving your team a consistent, audit-ready process.
- Convert quotes into rental agreements in one click
- Auto-fill asset, pricing, and duration details
- Customize terms, billing cycles, and service conditions
- Attach documents, terms, and required approvals
- Track revisions, versions, and active contract status
Invoicing That Connects to Every Step
PREXA365’s invoicing module connects directly with rental orders and contracts. Invoices are auto generated from contract data, ensuring accuracy, reducing billing delays, and syncing with your accounting platform.
- Generate invoices from completed rental periods
- Include rental, delivery, service, and tax details
- Customize templates, terms, and payment cycles
- Export to PDF or email directly from the system
- Sync with Dynamics 365 Business Central for posting
Simplify Rental Quoting with Us Today!
You don’t need multiple systems or complex tools. We bring quoting, reservations, and invoicing together – quick, accurate, and built for rentals making rental quoting process easy, simple, and fast!
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