Can I create a custom Estimate PDF template in Zoho FSM? How to create a custom Estimate PDF template in Zoho FSM?

Can I create a custom Estimate PDF template in Zoho FSM? How to create a custom Estimate PDF template in Zoho FSM?

Yes, you can create custom Estimate PDF templates in Zoho FSM.

Creating a custom Estimate PDF template

  1. Go to Setup > Customization > Templates.
  2. Click Create Template.



  3. In the Create Template dialog:
    1. Choose Module: Estimate.
    2. Template Name: Enter a name (e.g., Zylker’s Estimate Template).
    3. Description: Add a short description (optional)
  4. Click Create.



  5. Choose the Language for the template.
  6. Select a system-defined template (Standard, Spreadsheet, or Premium) to clone from.
  7. Click Create again.



  8. You will be redirected to the Template Customization Page, where you can edit fonts, colours, sections, and layout.