When you start to use Zoho Document Templates you can think how flexible they could be?
Yes, you can add fields and so on.
But what if you need to - add sections for add-ons into your Quotes? - or show and hide sections based on other fields values in your Orders? - or export your quotes directly to Deal attachments?
What if you need to send Documents automatically, say every month or after a specific event?
Three simple steps to get what you need
You can use additional tools for your Zoho CRM where you can get flexible templates