Current RMS comes with a bunch of documents available to print to help with the daily operation of your rental business. 

All of the document layouts that come with Current RMS are customizable, meaning that you can make your quotations, invoices, delivery notes, and other documents reflect your company branding and identity. 

Review documents

Not all of the documents that are included with Current are enabled out-of-the-box. Go to System Setup > Document Layouts to review all of the documents that are included and turn on any that you like.

Documents that aren’t active will have “No” in the “Active” column. Preview them by choosing Preview from the menu.

There are seven quotation layouts in Current RMS, so we recommend reviewing them all to see which ones you might use.

To make a quotation active, choose Edit from the menu and toggle the “Active” slider to YES.

Customize documents

Edit documents to make changes to color and style. Just hit Edit from the menu. Change the name, colors, and page sizes.

See: Make basic changes to document layouts

Make advanced changes

Clone any of the documents to get access to the HTML that makes them up. 

All of the documents are written in HTML, CSS, and Liquid syntax. These are standard web design languages, so anyone with HTML experience can make changes.

See: Make advanced changes using HTML, CSS, and Liquid syntax

If you’re not comfortable working in HTML, we offer a free document layout modification service. Contact our customer success team at help@current-rms.com us by using the green help bubble to get started ↘️

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