Use case · Rental and field services

Rentals and handovers, signed on the spot.

The customer accepts your rental terms, the items go into a table, and the rental agreement is signed on a tablet or phone at the counter. Deliveries and finished work get signed off the same way.

Book a 15-minute walkthrough See how it works

A signer on a phone reading the generated NDA before review

Adding a signature on a phone: type, draw or upload an image, with a drawn signature on the pad

The problem

Who had which item, in what condition?

Equipment goes out with a handwritten note, comes back damaged, and nobody can show what was agreed. Delivered work is disputed because nobody signed it off.

The setup

How to set it up in Documentas

Rental terms

Attach them as a review document the customer accepts.

The items

A table field for item, serial number, condition and deposit.

Generate and sign

The rental agreement lists every item and the customer signs it.

At the counter

Fill it in together on a tablet, or send the link to the customer’s phone.

What the form asks

A rental form you can copy

Field	What it asks
Customer	Name, company, phone, ID code
Rented items	Table: item, serial number, condition, deposit
Period	Start date, return date
Review document	Rental terms

Also works for

Delivery and work-completion sign-off.

A table of delivered items or completed tasks generates an acceptance protocol the customer signs when the work is done.

Documentas

Features used

What makes it work

Forms and data collection

Build forms with tables, required fields and terms to accept. Share by link or invitation and see every answer.

Documents from answers

Every form submission becomes a finished PDF from your own template, signed by the respondent and your company.

Send for signature

Upload any PDF, add the signers and send. Track every signer and download the signed file.

Build the template with AI

Let the AI assistant draft it

Open the template editor, switch to the Chat tab and paste this. Then review the result and adjust it by hand or by asking for changes.

Create an equipment rental agreement with the customer’s name and phone, a table of rented items with serial numbers, condition and deposit, the rental start and return dates, and a signature block for the customer.

The AI assistant is in the template editor on every plan and uses your plan’s monthly credits. It can make mistakes, so review the result, and have contract wording checked before you use it.

FAQ

Questions people ask

Can the customer sign on a tablet at the counter?

Yes. The form and the signing work in any browser, on a tablet, phone or computer.

Can the agreement list every item?

Yes. A table field takes up to 50 rows, and the agreement prints them as a table.

Can we photograph the damage?

Not in the form: Documentas forms don’t take file uploads. Describe the condition in the table instead.

See it with your own documents.

Book a 15-minute walkthrough and we’ll set up your first form or signing flow with you.

Book a 15-minute walkthrough

A 15-minute video call. Bring the form or contract you use today.