Turn your Current RMS opportunities into final contracts in one click. Swiftask extracts data, drafts the document, and prepares it for signature.
Result:
Accelerate your sales cycles and eliminate manual entry errors in your legal documents.
Manual contract drafting slows down your business
In the rental and event industry, every minute counts. Yet, copying and pasting data from Current RMS into contract templates remains a major source of errors and delays. These repetitive administrative tasks prevent your teams from focusing on client relationships.
Main negative impacts:
Swiftask integrates with Current RMS to automate your contract generation. The AI agent retrieves opportunity information and instantly generates a compliant document, ready to be sent.
BEFORE / AFTER
What changes with Swiftask
The traditional process
Your team exports opportunity details from Current RMS, opens a word processor, manually fills in template fields, checks calculations, saves as PDF, and emails it. A long, repetitive, and risky procedure.
The process with Swiftask
As soon as an opportunity reaches a defined status in Current RMS, Swiftask automatically generates the full contract. Data is injected without error, the document is formatted to your standards, and is instantly available.
Automate your contracts in 4 simple steps
STEP 1 : Connect Current RMS to Swiftask
Configure the secure integration to allow Swiftask to read your opportunity and project information.
STEP 2 : Upload your contract templates
Upload your Word or PDF templates into Swiftask and define dynamic variables (e.g., Client name, Equipment list, Total).
STEP 3 : Define trigger rules
Choose when the contract should be generated (e.g., when an opportunity status changes to 'Confirmed' in Current RMS).
STEP 4 : Generate and validate
The AI agent creates the document. You just need to review it and send it directly via your e-signature tool.
Document generation capabilities
The AI agent analyzes inventory data in Current RMS to automatically include specific conditions related to rented equipment.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-current-rms@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why automate your contracts?
1. Total accuracy
Eliminate manual entry errors by using data directly from the source of truth: Current RMS.
2. Increased productivity
Cut document preparation time from tens of minutes to just a few seconds.
3. Guaranteed compliance
Always use the most recent versions of your templates and legal conditions.
4. Improved customer experience
Send your contracts much faster after quote validation, reinforcing your professionalism.
5. Data centralization
Keep track of all generated contracts directly within the Swiftask and Current RMS ecosystem.
Commitment to security and compliance
Swiftask applies enterprise-grade security standards for your current rms automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Drafting time | 20-45 minutes | Under 1 minute |
| Error rate | High (manual) | Near 0% |
| Sending speed | Variable delay | Instant |
| Team productivity | Overloaded | Focused on sales |
Take action with current rms
Accelerate your sales cycles and eliminate manual entry errors in your legal documents.