Current RMS

Learn what each of the documents in Current RMS is used for.

What are each of the documents for?

Matthew James Finkel

Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.

Document layouts

Change colors, size, and general document details

Make basic changes to document layouts

Clone our documents or create new ones to make advanced layout and style changes.

Make advanced changes using HTML, CSS, and Liquid syntax

Use our suite of configurable document layouts to make changes to your documentation with no coding required!

Easily edit the configurable documents in Current RMS ⚙️

Use French, German, Spanish, or other languages in your quotations, invoices, rental agreements and other documents by translating them.

Translate your document layouts

Let us make changes to your documents for you.

Request changes with our document layout modification service

Export layouts to send them to the Current RMS team and upload ones that we've sent you.

Export and upload document layouts

Automatically merge additional PDFs at the end of quotations, rental agreements, and invoices generated.

🎞️ Add terms and conditions to documents

Customize your document layouts

Liquid syntax allows you to dynamically place content in document layouts and discussion templates

An introduction to Liquid syntax

Tags create the logic and control flow for templates. They are denoted by curly braces and percent signs: {% and %}.

Liquid tags

Filters change the output of a Liquid object. They are used within an output and are separated by a pipe character.

Liquid filters

Objects, or output markup (which may resolve to text) are surrounded by matched pairs of curly brackets.

Liquid objects

Liquid syntax documentation

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 the document layout field name to add your own custom fields to your quotes and orders.

Use custom fields in document layouts

Use Liquid syntax to hide products, services, or groups on your document layouts with criteria that you choose.

Hide items or groups on your documents

Use PayPal’s HTML buttons on our document layouts to provide a link for your customers to pay invoices.

Document layouts

What are each of the documents for?

Customize your document layouts

Liquid syntax documentation

Liquid objects

Advanced tutorials