Setup, Preferences & Integrations

Getting Started Guide

Our team is committed to simplifying the daily management of your event driven rentals. On that note, we've listed a few areas that you should set up before diving into recording bookings with RentalPoint Software.

The Setup Menu

Key information used throughout RentalPoint set up and/or maintained from one convenient menu location.

Browser Support

Address known issues with your browser when using RentalPoint3

DocuSign

RentalPoint3 can be configured to connect with your subscription to DocuSign, in order to request and receive digital signatures from clients when requesting quotes, booking hardcopies, etc. DocuSign is a third-party application, and a subscription is necessary to use this functionality.

RentalPoint Electronic Signatures

RPSign can be used to request and receive digital signatures for documents when requesting quotes from clients. This is a built-in feature of RentalPoint3, so no third party application is needed.

Email from RentalPoint3

Setting up RentalPoint3 for emailing requires a little configuration. The type of setup will vary depending on your email provider. Please contact support@rentp.com with your provider details so that we may assist with any configuration as needed.

Set up an Office 365 Connector

SMTP Relay can be used to send emails directly to external contacts, but only from networks (public IP addresses) that you have defined. Using a connector will pre-authorize mail sent from RentalPoint3 using Office 365

RentalPoint3 Integration with QuickBooks Online

Once RentalPoint3 is configured to work with QuickBooks Online, every time you produce an invoice or credit, the information will be stored and ready to export to QuickBooks Online.