Generate print-ready documents from Zoho Books with the Zoho Writer extension

Hi everyone,

We're excited to introduce Zoho Writer Templates for Zoho Books extension. This extension allows you to create and use customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and expense reports populated with accurate, real-time data from your Zoho Books records.

Why should you use the Zoho Writer extension

Zoho Writer's templates are not HTML-based, you won't run into the issues associated with that. Document layouts stay intact even with long or dynamic values. Formatting elements such as alignment, spacing, fonts, and table structures are all preserved. Conditional sections display and repeating content also work seamlessly without being hidden or having unwanted spaces or blank fields. You can also group, repeat, and aggregate items.

Benefits of using the Zoho Writer extension:

• Assign exclusive templates for individual modules, making it easier to generate specific types of documents as required.
• Generate personalized documents, such as invoices, POs, and expense reports, in different formats (such as PDFs), at scale and in compliance with brand consistency and regulations.
• Instantly generate detailed and complex financial documents with various categories of data, such as taxes, discounts, etc. neatly grouped and aggregated item-wise, region-wise, etc.
• Accelerate document generation and avoid errors and delays associated with manual copy-pasting and typing of financial entries and details.
• Generate organization, customer, or vendor specific documents, right from a record's page whenever required.
• Easily implement complex business demands or workflows using conditional logic to create documents with region-specific currencies, clauses, dynamic calculations, etc.

How to use this extension

1. Log in to Zoho Books and install Zoho Writer Templates for Zoho Books extension from Zoho Marketplace.
2. Configure your desired merge template for the appropriate Zoho Books' modules. List of supported Zoho Books modules:
   1. Invoices
   2. Estimates
   3. Purchase Orders
   4. Expenses
   5. Items
3. Open any module's record and print the record's data.

Check out the user guide for the step-by-step instructions to use this extension.

Share your feedback at support@zohowriter.com or support@eu.zohowriter.com, or drop a comment below.

Regards,

Team Writer