PDF Templates

Businesses often rely on templates to standardize the documents they send to customers. These templates define the style, format, and layout of the document to match the organization’s branding and preferences. A PDF template serves as a reusable structure for creating transaction-related documents, such as invoices, quotes, or purchase orders. Instead of designing a new PDF from scratch for every transaction, you can set up a template once and simply fill in or replace the variable details like customer information, item descriptions, or amounts, based on the specific transaction. This not only ensures consistency across all documents but also saves time by streamlining the document generation process. In this document, let’s see how you can make use of the PDF Templates module to customize transaction documents according to your business needs.

Categories

Zoho ERP allows you to customize PDF Templates for the below categories:

1. Quotes
2. Sales Orders
3. Delivery Challans
4. Invoices
5. Credit Notes
6. Purchase Orders
7. Retainer Invoices
8. Payment Receipts
9. Retainer Payment Receipts
10. Checks
11. Customer Statements
12. Bills
13. Vendor Credits
14. Vendor Payments
15. Vendor Statements
16. Journals
17. Quantity Adjustments
18. Value Adjustments
19. Item Barcodes
20. Custom Modules
21. Sales Returns
22. Package Slips
23. Picklists
24. Purchase Receives
25. Putaways
26. Shipments
27. Assemblies
28. Transfer Orders
29. Move Orders
30. Expense Reports
31. Regular Payslips
32. Final Settlement Payslips
33. Salary Certificate
34. Salary Revision Letter
35. Bonus Letter