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Using the PDF Generator to your Advantage

From generating employee agreements to reservation checklists: here’s how you can use the PDF generator to your advantage.

Over the last few months, we’ve covered many improvements and interesting features in Cheqroom. But we feel that one feature hasn’t been receiving the attention it deserves… Our PDF generator! (Ok, so the title of this post might have given it away… 😀).

The time has come to bring this versatile feature into the limelight and show you all the different ways it can be customized and used to benefit you and your organization.

Now let’s get started.

A brief overview of the PDF generator

Cheqroom has a built-in PDF generator that allows you to attach check-out agreements or waivers to bookings and even allows your users to sign electronically.

Once generated, it is saved to the booking or the contact’s timeline, so it never gets lost and is available at all times.

Get started with our ready-to-use templates

To save you some precious time and let you dive in straight away, we’ve set up some ready-to-use templates. They are available in your Settings, just one click away

Let’s go over some of those templates and see how you can customize and tune them to your liking:

✔️ Save Time
✔️ Streamline reservations
✔️ Track & trace lost gear

1. Reservation Checklist

Our Reservation Checklist can be used as, well, a checklist, but for many different occasions. When adding it to a Reservation, it can, for example, be used by your team member who is in a different location to make sure everything has arrived well. Or why not send it to your warehouse manager as a packing or shipping list?

💡Quick tip: Our PDFs can be saved, printed, or automatically sent by mail to the Contact in the Reservation.

2. Reservation, Check-out, and Contact Agreements

When you’re dealing with expensive gear and lots of users accessing the account, sometimes you might want to take extra measures to have something tangible to fall back on. And we’ve got you covered!

With our three ready-to-use templates for either Reservation, Check-out, or Contact agreements, you’ll have all the booking details and the contact person, with your Terms & Conditions, readily available for when gear goes missing.

The main perk of this agreement? You can let your users sign electronically on the spot!

💡Quick Tip: Customize and add any information you’d like to see on your agreement, and even add your logo, by following these steps.

3. ATA carnet

And last but not least, and this will come in handy for travelers, is the A.T.A. Carnet, also known as ‘the passport for goods.’

“An ATA Carnet is used to clear customs without paying taxes and import duties on your equipment. You can now easily prepare your travel from country to country without worrying about customs delays.”

💡Now, just one more tip: when customizing your template, why not add a QR code at the top of the agreement? This will allow you and your team to save even more time by scanning the code, and the booking or contact it belongs to will automatically open. Ta-da!

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Oct 04, 2018 Written by Hana Belbecir