Rental quoting
Quote Rentals Faster. Confirm Details Upfront. Follow Up Automatically.
At a glance
Built for rental businesses
Osmos helps rental businesses respond faster, send clean rental quotes, and keep every request organized—without spreadsheets, missed follow-ups, or messy back-and-forth.
What you can do with Osmos:
Build multiple templates for different rental types
Items, packages, add-ons, and fees in one place
Capture dates, quantities, and details with eQuote
WhatsApp, email, or PDF—your choice
Track rentals, reminders, and tasks
Reserve equipment and prevent double-booking
The cost of manual rentals
Rental businesses lose time and deals when:
Customers request rentals without dates, quantities, or delivery details
You spend too long building quotes manually in spreadsheets or PDFs
Add-ons and fees (delivery, setup, damage waiver, deposits) get missed
Follow-up depends on memory, not a system
You can't clearly see what's pending vs confirmed
You confirm a rental, then realize the equipment was already booked
Osmos turns rental quoting into a consistent workflow.
From request to confirmation: streamline your rental workflow
Fit check
Osmos is a strong fit for rental businesses such as:
Tents, tables, chairs, inflatables, decor
Tools, scaffolding, generators, lifts
Speakers, lighting, staging, screens
Dehumidifiers, air movers, specialty tools
Pumps, compressors, site equipment
Mobility aids, short-term rehab equipment
If your business quotes rentals regularly and needs a faster, cleaner process, Osmos fits.
Set up your rental catalog and templates, then quote in seconds.
30-day trial • No credit card required • Full support included
Inside Osmos
Create templates that match how you rent today—or improve them.

Build your catalog once, then quote faster every time.

Osmos eQuote helps customers request rentals online with the right information upfront.

Make it easy for customers to review and approve your rental quotes.

Never let rentals go cold because of missed follow-ups.

Know what's new, quoted, negotiating, won/lost. See what needs attention today.

If your rental workflow needs a "reservation" step, Sales Orders help you confirm and lock in bookings.
Optional: If you only want quoting + follow-ups, you can still use Osmos without Sales Orders.

If you want billing inside Osmos, invoices are available.
Focus on what matters: Most rental businesses only need quoting + follow-ups + reservations. Invoices are available if your workflow requires them.
Real-world scenarios
Getting started
Build your rental items, packages, and add-ons once
Create one or multiple templates inside Osmos
Let customers submit rental details online (optional)
By WhatsApp, email, or PDF in seconds
Convert to Sales Order and check availability
Use reminders, tasks, and pipeline to close bookings
Customer stories
I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.
What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.
Comparison
Compare how different tools handle rental business workflows:
| Feature | Excel / Sheets | Generic CRM | Osmos |
|---|---|---|---|
| Quote creation using a catalog | ❌ | ⚠️ | ✅ |
| Multiple quote templates | ⚠️ | ⚠️ | ✅ |
| Online requests (eQuote) | ❌ | ⚠️ | ✅ |
| Send by WhatsApp/email/PDF | ⚠️ | ⚠️ | ✅ |
| Follow-up reminders/tasks | ❌ | ✅ | ✅ |
| Clear pipeline of opportunities | ❌ | ✅ | ✅ |
| Reserve bookings (Sales Orders) | ❌ | ⚠️ | ✅ |
| Availability checks to prevent double-booking | ❌ | ⚠️ | ✅ |
| Invoices | ❌ | ✅ | ✅ (optional) |
Questions
Yes. You can design templates inside Osmos and create more than one.
It's an online request flow that collects rental details upfront (dates, delivery/pickup, quantities, add-ons, notes, attachments) so you can quote faster.
Yes. You can structure your catalog to include those items and keep quotes consistent.
Yes. When you reserve equipment using Sales Orders, Osmos can alert you if the equipment is not available.
Availability checks are tied to the Sales Order (reservation) step. Quotes can stay flexible, while Sales Orders confirm and reserve equipment.
Yes. You can send quotes by WhatsApp as part of your workflow.
No. Sales orders and invoices are optional.
More resources
How service businesses use Osmos to quote faster and automate follow-ups
Osmos for Service Providers →From lead to payment: how to streamline your sales cycle
Understanding the Quote-to-Cash Process →Get started
Build your rental templates, set up your catalog, and start sending quotes in seconds.
30-day trial • No credit card required • Full support included