## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/au/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I associate personalized templates with my customers or vendors?

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*   [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fau%2Fbooks%2Fkb%2Fcontacts%2Fassociate-templates.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.)
*   [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fau%2Fbooks%2Fkb%2Fcontacts%2Fassociate-templates.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.)
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*    [![View as Markdown](/books/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/au/books/kb/contacts/associate-templates.md)

You can personalize PDFs and the emails you send to your customers and vendors by customizing them. Here’s how:

*   Go to _Sales_ on the left sidebar and select **Customers**, or go to _Purchases_ on the left sidebar and select **Vendors**.
*   Select the customer or vendor.
*   Click _More_ at the top of the customer’s or vendor’s _Details_ page and click **Associate Template** from the dropdown.
*   In the pop up that appears, select the dropdown next to the entity whose template you want to change and select the new template from the dropdown.
*   Click **Save**.

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