Enhanced Placeholder Preview for Templates

Enhanced Placeholder Preview for Templates

Hi,

When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents, especially during the template design process.

It would be a great enhancement if, when clicking on "PDF Preview," Zoho CRM could populate the placeholders with mock or real data for better clarity—similar to how the ${companyLogo} placeholder is replaced with the actual company logo in the preview.

This feature would make it much easier to validate templates and ensure they appear as intended before finalizing them.

Thank you for considering this suggestion.

Best regards,
Ram