How do I change the default Estimate PDF template in Zoho FSM?

How do I change the default Estimate PDF template in Zoho FSM?

Setting a Default Estimate Template  

  1. Navigate to Setup > Customisation > Templates.
  2. In the Templates page, all modules will be listed. Select Estimate.



  3. You will see the list of available templates (Standard, Spreadsheet, Premium).
  4. For the template you want to use by default, click the ⋮ (more options) and select Set as Default.



  5. Click Yes, Proceed in the confirmation prompt.