- Analytics (1)
- Configuration (11)
- Customization (3)
- General Settings (5)
- Integrations (1)
- Profile (2)
- CPQ/Sales (9)
- CRM (9)
- Getting Started (7)
- Masters (12)
- Uncategorized (4)
Category: Customization
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Document Templates
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… Read more
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Document Series
What is a document series? A Document Series is a structured numbering system applied to documents like invoices, quotes, and sales orders (e.g., INV-2025-001) to ensure consistency,… Read more
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Email Templates
Email templates in Zhylar offer pre-designed formats for quick communication, consistency and ensuring accuracy. These templates can be customized for brand alignment. Getting Started Add New Template… Read more
