ZOHO TIPS
Flexible Templates for Zoho Documents

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
Learn More
Need help to integrate
flexible templates into Zoho?
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