Hello,

We are Zoho One users and have been using Zoho Finance module instead of the using the Quote, Sales Order & Invoice present in the CRM. When we try to create a Customized layout for estimates (Custom Template). The default modules from that we are able to pick as placeholders are currently Estimate, Contact, Contact Person, Item, Organization.

These are helpful for us but the other data that we want to pull are from the opportunity module in Zoho CRM. How do we get this module displayed on the drop down along with the rest so that we could insert Placeholders from the opportunity module to prepare the estimate?

Regards,

Arun