Booking documentation
Generate branded booking documents directly from each booking.
What it does
Produce consistent, professional booking documents, such as booking forms, from the booking data already in SalesRocket. Templates and settings are configured for each project, so every document carries the right branding and details without manual retyping.
- Fewer errorsDocuments are filled from booking data, so details are never retyped by hand.
- Consistent brandingEvery document follows the approved template for its project.
- Faster bookingsAgents produce the documents in seconds, even on a busy launch day.
Up and running in four steps
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Set up the template
Configure the booking document templates and settings for each project.
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Complete the booking
The agent records the booking in SalesRocket as usual.
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Generate the documents
Booking documents are produced from the booking data in one step.
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Keep them on record
Download the documents for signing and keep them with the booking.
Who it's for and how it's used
Sales administrators and sales agents who handle bookings, especially during launches
During a launch weekend with dozens of bookings, agents generate each buyer's booking form directly from the booking record, avoiding retyping errors and queues at the administration counter.
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Add booking documentation to SalesRocket
Talk to our team about enabling this plugin for your projects.
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