One-Click PDF Export for Zoho CRM

Introduction  

One-Click PDF Export for Zoho CRM enables users to quickly generate professional, customizable PDF documents directly from CRM records—without relying on mail merge templates.

The extension supports multiple CRM modules and provides a dynamic PDF builder where users can choose fields, customize layout, apply branding, and export or attach PDFs to CRM records in just a few clicks.

Supported Modules  

You can generate PDFs from the following Zoho CRM modules:

• Leads
• Contacts
• Deals
• Accounts
• Quotes
• Sales Orders
• Purchase Orders
• Invoices

Getting Started  

Accessing the PDF Export Feature  

1) Open any record from a supported module.

2) On the top-right corner of the record page, click PDF Export.

3) You will be redirected to the Dynamic PDF Export screen.

Understanding the PDF Builder Page  

Once redirected, you will see a dynamic interface that allows you to fully customize your PDF before exporting.

Available Sections  

• Field selection panel (left side)
• PDF preview section (right side)
• Branding and typography settings
• Export action buttons (top-right)

Selecting & Managing Fields  

1. All available fields (and subforms where applicable) are listed automatically.
2. You can:

• Add or remove fields
• Reorder fields
• Search for specific fields

1. Selected fields will immediately reflect in the PDF preview.

Customizing the PDF  

Branding Options  

• Add or change your company logo
• Customize document titles and headers
• Apply consistent branding to all documents

Typography & Layout  

• Change font family
• Adjust font size
• Control spacing and layout positioning

Templates (Quotes Module Only)  

• Customize the quote layout using drag-and-drop
• Save the customized layout as a template
• Reuse saved templates for future quotes

Export Options  

At the top-right corner of the PDF builder page, you will find two buttons:

Export PDF  

• Generates the PDF
• Downloads it directly to your computer

Export & Attach PDF  

• Generates the PDF
• Automatically attaches the PDF to the CRM record under Attachments

Using Templates for Quotes  

1. Open a Quote record.
2. Click PDF Export.
3. Arrange fields using drag-and-drop.
4. Add logo, fonts, and titles.
5. Click Save Template to reuse the layout later.
6. Click Export PDF to generate the quotation.

Best Practices  

✅ Use templates for frequently used documents

✅ Keep branding consistent across PDFs

✅ Use Export & Attach PDF for audit and record tracking

✅ Select only required fields for clean, professional documents

Common Use Cases  

• Sending professional quotes to customers
• Exporting invoices and sales orders
• Generating deal or lead summaries
• Attaching finalized documents to CRM records

FAQs  

Q1. Do I need mail merge templates?

→ No. This extension works independently of mail merge.

Q2. Can I export PDFs from multiple modules?

→ Yes. Leads, Contacts, Deals, Accounts, Quotes, Sales Orders, Purchase Orders, and Invoices are supported.

Q3. Can I attach PDFs to CRM records?

→ Yes. Use the Export & Attach PDF option.

Q4. Does customization affect CRM data?

→ No. Customization applies only to the generated PDF.

Notes  

• Field visibility depends on user profile permissions.
• Large records may take slightly longer to generate PDFs.
• Internet connectivity is required during PDF generation.

Support  

For help or technical support, please contact:

📧 [email protected]