For Zoho Services only:

I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or  You can also visit our website at

Zoho CRM / Deluge: Send an email with a CRM Quote using a given CRM template

A noteworthy article in my opinion on how to send a CRM quote record using a template the customer created from a button.

Yes you can do this already by going to the record, clicking on the ellipsis or three horizontal dots button in the top right and selecting "Send Mail" then selecting which inventory template to use... This is too many steps for some. Instead, we've been asked to create a button that sits on the view page of a record and the staff simply click on and it does all the aforementioned.
The difficult part here was to figure out how to convert the CRM record into a PDF using a customer's template.

// initialize (this is code added to a button so should alert user if no email was specified)
v_OutputMessage = "";
v_TemplateID = "123456789012345678";
// get the quote details given a record ID
r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID);
// check target email is not null/blank
    v_Url = "" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf";
    f_FileRequest = invokeurl
        url :v_Url
        type :GET
    f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf");
    // get a greeting name
    v_EmailTo = r_QuoteDetails.get("Email");
    v_ContactName = r_QuoteDetails.get("Contact_Name").get("name");
    v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " + r_QuoteDetails.get("Contact_Name").get("name");
    v_EmailMessage = "Hi " + v_ContactName + ",<br /><br />Please find attached your quote.<br /><br />Kind Regards,<br /><br />The Team";
        from :zoho.loginuserid
        to :v_EmailTo
        subject :v_EmailSubject
        message :v_EmailMessage
        Attachments :file:f_FileRequest
    v_OutputMessage = "No email was specified on this record.  Cannot send this quote.";
return v_OutputMessage;
  1.  // 
  2.  // initialize (this is code added to a button so should alert user if no email was specified) 
  3.  v_OutputMessage = ""
  4.  v_TemplateID = "123456789012345678"
  5.  // 
  6.  // get the quote details given a record ID 
  7.  r_QuoteDetails = zoho.crm.getRecordById("Quotes",p_QuoteID)
  8.  // 
  9.  // check target email is not null/blank 
  10.  if(!isnull(r_QuoteDetails.get("Email"))) 
  11.  { 
  12.      v_Url = "" + v_TemplateID + "/actions/print_preview?record_id=" + p_QuoteID + "&print_type=pdf"
  13.      f_FileRequest = invokeUrl 
  14.      [ 
  15.          url :v_Url 
  16.          type :GET 
  17.          connection:"zcrm" 
  18.      ]
  19.      f_FileRequest.setParamName("file")
  20.      f_FileRequest.setFileName(r_QuoteDetails.get("Subject") + ".pdf")
  21.      // 
  22.      // get a greeting name 
  23.      v_EmailTo = r_QuoteDetails.get("Email")
  24.      v_ContactName = r_QuoteDetails.get("Contact_Name").get("name")
  25.      v_EmailSubject = "Quote " + r_QuoteDetails.get("Subject") + " for " + r_QuoteDetails.get("Contact_Name").get("name")
  26.      v_EmailMessage = "Hi " + v_ContactName + ",<br /><br />Please find attached your quote.<br /><br />Kind Regards,<br /><br />The Team"
  27.      // 
  28.      sendmail 
  29.      [ 
  30.          from :zoho.loginuserid 
  31.          to :v_EmailTo 
  32.          subject :v_EmailSubject 
  33.          message :v_EmailMessage 
  34.          Attachments :file:f_FileRequest 
  35.      ]
  36.  } 
  37.  else 
  38.  { 
  39.      v_OutputMessage = "No email was specified on this record.  Cannot send this quote."
  40.  } 
  41.  return v_OutputMessage; 

Update: What is the URL to download the PDF in Zoho Books?
Found this today so thought I'd add it to this article:
  • Invoice:<Zoho_Books_Org_ID>&invoice_ids=<Zoho_Invoice_ID>
  • Invoice [Alt]:<invoice_ID>?accept=pdf&organization_id=<Zoho_Books_Org_ID>
  • Bill:<bill_ID>?accept=pdf&organization_id=<Zoho_Books_Org_ID>

  • The "From" email address can only be the admin or the logged-in user (user who clicks on the button).
  • There might be an easier way to get the template ID used in CRM, but we did this by
    1. Login to ZohoCRM > Settings > Templates > Inventory
    2. Hover the mouse cursor over the template you want to use.
    3. Note or screenshot the url that pops up and the template ID is at the end of it.
Category: Zoho :: Article: 821

Credit where Credit is Due:

Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman

Related Articles

Joes Revolver Map


Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Donate to Joel Lipman via PayPal

Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.