If you're a Zoho CRM user, you know how powerful the platform is for managing customer data, streamlining sales processes, and improving overall business productivity. But what if you could take it one step further and generate custom, professional PDFs—like invoices, quotes, or reports—right from your CRM records?

That's where the PDF Maker add-on comes in. This handy tool allows you to create fully customized PDF documents using data directly from your Zoho CRM modules, with just a few clicks. No more manual copy-pasting or juggling between multiple tools!

In this article, we’ll walk you through everything you need to know to install, configure, and use the PDF Maker add-on in Zoho CRM. Whether you’re generating documents for internal use or client communication, PDF Maker helps you save time, stay organized, and deliver polished, branded materials—automatically.

Let’s get started and unlock the full potential of your CRM!

1. Click on Connect Zoho CRM

2. Click on Sign in with Google

3. Click on Accept

4. Click on To use Zoho CRM data, please connect your account and grant access to your Deals, company and contact data.

5. Click on Create

6. Type the Template Name

7. Select Zoho CRM as your Data Source

8. Click on Zoho CRM

9. Choose Deals as your type

10. Click to copy the placeholders

11. Place your placeholder in the right place.

12. Click on Save

13. Click on Deals

14. Choose the deal you want.

15. Click on PDF Maker Generate PDF

16. Choose the desired template.

17. Click on Generate PDF

18. Click on 📄 View PDF

19. Your generated link will be displayed

1. Can I use my own templates with PDF Maker?

Yes! You can upload and customize templates to match your brand and layout preferences.

2. What kind of documents can I create?

You can create invoices, quotes, purchase orders, reports, and other documents using data directly from your CRM records.

3. Does it support automation or workflows?

Yes, you can integrate PDF generation into your CRM workflows to automate document creation.

4. Can I email the PDFs directly from Zoho CRM?
Absolutely! Once generated, PDFs can be emailed directly to your leads, contacts, or clients from within the CRM.

Using the PDF Maker add-on in Zoho CRM is a simple yet powerful way to enhance your document generation process. Whether you're creating quotes, invoices, or custom reports, this tool helps you automate repetitive tasks, ensure accuracy, and maintain consistent branding across all your PDFs.

By following the steps outlined in this article, you can seamlessly integrate PDF creation into your CRM workflow—saving valuable time and improving your customer experience. If you're serious about streamlining your operations and getting the most out of Zoho CRM, PDF Maker is a must-have add-on.

Ready to take your CRM documents to the next level? Give PDF Maker a try today!