Zoho CRM Quote & Invoice Templates

Customer: AI | Published: 05.02.2026
Бюджет: 30 $

I’ve already built a quotation template inside Zoho CRM; it just needs our JPEG logo placed in the top-right corner without disturbing the current layout or merge fields. Alongside that, I want a fresh invoice template created in the same system so both documents share a consistent look and feel. For the invoice, please structure it to show our company details and logo, the client’s information with line-itemised products or services, plus clear payment terms and due dates. I’ll send the existing quote file, the logo, and any branding colours as soon as we start. Deliverables: • Updated quotation template with logo correctly positioned and tested inside my Zoho CRM account • New invoice template matching the quote’s style, containing all required fields, ready to merge and send Once both templates render perfectly in PDF preview and grab the right data from Zoho fields, we’re done. I’m ready to give you access right away and can turn feedback around quickly.