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What are document templates?

Document Templates in Zhylar offer pre-designed formats ensuring consistency, saving time, reducing errors, and creating professional documents. Three default templates are provided for the following modules-
  1. Quotes- Outline proposed pricing/term + Speed up quote-to-invoice process
  2. Sales Order- Confirm purchase details + Streamline order management
  3. Invoice- Detail billing information + Track payments efficiently

Getting Started

  • Log in to Zhylar
  • Go to Left-hand navigation panel
  • Click on Configuration
  • Under Customization tab, select Document Template
  • You will automatically land on the Quotes tab.
  • Navigate to the tab required.
  • Few system templates available per module.
  • One template will be marked as default denoted by a white star in a purple circle.

Create New Template

  • Click ” + New Template”
  • One pre-loaded templates will open for you.
  • If required, from the Default Template layout field, choose another template and begin.
  • Once template will be marked as a default template. This is the template that will be auto-applied to the document unless changed. This is indicated by a white star in a purple circle.
  • Customization in the following sections:
    • Template Details- basic layout of the document and major customizations in font, alignment, theme, etc.
    • Organization Details- Details of the seller’s organization
    • Customer Details- enter customer’s details
    • Document Details- enter data to be added on the document
    • Table Details- Information about the item and related details
    • Summary Details- Includes final payment details such as discount, T&C, shipping details etc.

Template Properties

  • This is the blueprint of the document.
  • The template name is a mandatory field to be filled.
  • Add/edit basic details of the template; name, layout, etc.

Template Design

  • Major stylistic customizations made in this section, such as font, font size, title color, etc.
  • All changes in this section are optional.

Template Information- Mandatory and Optional Fields

  • Template Information section covers the major information to be added to the document.
  • Mandatory fields carry basic data that must be provided on the document. They are:
    • Due Date
    • Quote/SO/Invoice Date
    • TRN (Transaction Reference Number)
    • Short-Code
  • Optional Fields
    • Other fields in this section are optional- Donated by a check box beside the field.
    • If checkbox is ticked, information must be provided for that field.
    • If checkbox is not ticked, that section will be removed from document.
  • Make adjustments and customizations.
  • After making changes, click “Refresh” if you want to preview
  • Click “Save” to confirm
  • Rename the template before you save. Or you will receive an error message.
  • This is because a pre-loaded template is used each time you click +New Template to begin customization.

Manage Templates

Mark as default

  • Click ⋮ 3 dots
  • Select Set as Default

Update Template

  • Click ⋮ 3 dots
  • Select Update
  • Make changes
  • Click Save

Please note

  1. All templates share same creation/management workflow.
  2. Custom templates created by users can be set as default.

Discover how Zhylar can streamline your sales and elevate your business processes. Visit our website or book a demo today to experience the difference!

Also Read

Document Series Quote Sales Order