Document layouts
Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.
46 articles
What are each of the documents for?Learn what each of the documents in Current RMS is used for.
Document Layout Best PracticesThe limitations of document layouts and how to workaround them.
Default Documents (Opportunity)Default documents to upload into your system.
Add, manage, and customize document layoutsChoose which documents you’d like to use and customize they way they look.
Default Documents (Invoice)
Document Modification RequestLet us make changes to your documents for you.
Reset Documents back to DefaultHow to reset your document back to the Default layout
Make basic changes to document layoutsUse our suite of configurable document layouts to make changes to your documentation with no coding required.
Make advanced changes using HTML, CSS, and Liquid syntaxClone our documents or create new ones to make advanced layout and style changes.
Translate your document layoutsUse French, German, Spanish, or other languages in your quotations, invoices, rental agreements and other documents by translating them.
Export and upload document layoutsExport layouts to send them to the Current RMS team and upload ones that we've sent you.
🎞️ Add terms and conditions to documentsAutomatically merge additional PDFs at the end of quotations, rental agreements, and invoices generated.
Add social media links and icons to your documentsIs your business social? Insert social media buttons into your documents so your customers can find you online.
Choose your PDF download namesCustomise your PDF file names to help identify your documents
Hide items or groups on your documentsUse Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.
An introduction to Liquid syntaxLiquid syntax allows you to dynamically place content in document layouts and discussion templates
Liquid tagsTags create the logic and control flow for templates. They are denoted by curly braces and percent signs: {% and %}.
Liquid filtersFilters change the output of a Liquid object. They are used within an output and are separated by a pipe character.
Liquid objectsObjects, or output markup (which may resolve to text) are surrounded by matched pairs of curly brackets.
Company object
Organization object
Contact object
Venue object
User object
Current user
Owner user
Activity object
Vehicle object
Invoice object
Invoice item object
Invoice tax object
Project object
Opportunity (order) object
Opportunity cost object
Opportunity item surcharge object
Opportunity item object
Opportunity item asset object
Charging period object
Product object
Product accessories object
Stock level object
Address object
Service object
Use custom fields in document layoutsUse the document layout field name to add your own custom fields to your quotes and orders.
Hide items or groups on your documentsUse Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.
Add a PayPal button to your invoicesUse PayPal’s HTML buttons on our document layouts to provide a link for your customers to pay invoices.