Hello, 

Looking into making some custom templates in Zoho Books for the sales team.

When they click on a deal and go to make an estimate I would like to change the table below to include predefined headers fields so they don't have to manually add all those fields each time they make an estimate.

Is it possible?

I looked into the CRM layout and modules under the invoice but was not able to achieve that. I don't see anywhere in Books where I could do this. Again I am not talking about the template for the communication but the action to create a new estimate.

Thanks for your time.