Sending inventory templates in Zoho CRM

Sending inventory templates in Zoho CRM

Zoho CRM provides inventory templates that help you send customized quotes, purchase orders, sales orders, and more. As part of the customization, you can use the drag-and-drop function to add fields, add a company logo, and even attach a signature available as a merge field in the user's section.

Steps to create an inventory template

  1. Log in to Zoho CRM.
  2. Click the Settings icon to view the Setup page.
  3. Navigate to Customization and select Templates > Inventory.



  4. Click + New Template.
  5. From the drop-down list, select the module that you want to create an inventory template for. 
  6. Click Next.
In the Template Gallery page, you can create a template in three different ways:




  1. Blank: Build an inventory template from the scratch.
  2. Pre-designed templates: Select from Black and White, Flatline, Lite, Simple, and Standard.
  3. Inventory modules: Select a primary module and create templates by linking with other secondary modules.

Steps to send an inventory template in Zoho CRM

  1. In the Create Template page, choose a blank template, pre-designed template, or inventory module.
  2. Drag and drop the required components and merge fields.
  3. Click the Preview button to view the final template.
  4. Click Save, and then select Save Now to save the template.
  5. Navigate to any module (Quote, Purchase Order, Sales Order, or Invoices).
  6. Select a record.
  7. Click Send with Zoho Sign.
  8. From the dropdown menu, select Add Document > Use Template > CRM Template.





  9. Select the template, and click Add.
  10. Add the recipients, signing order, and role, and configure other settings.
  11. Click Continue.
  12. Add the required fields.
  13. Click Send.



Note:
  1. You can find the step-by-step instructions to create an inventory template in this section of our documentation.
  2. Learn more about merge fields here and here.