You will get branded, professional PDF templates for any Zoho application
Project details
You will get a professionally branded PDF template built inside your Zoho application — designed to match your brand identity and make every client-facing document look polished and consistent.
I work across the full Zoho suite: Zoho Books, Zoho CRM, Zoho Invoice, Zoho Inventory, and Zoho Creator. Whether you need a simple logo-and-colour refresh on an existing template, or a fully custom HTML/CSS layout built from a design mockup — I handle both.
Every template is built directly inside your Zoho account using the native template editor or HTML/CSS builder, so no third-party tools or external dependencies are introduced. You get clean, maintainable templates your team can manage going forward.
I'm a Zoho specialist based in Sydney, Australia, with hands-on experience delivering Zoho implementations for businesses across Australia, the US, Europe, Asia and the UK.
I work across the full Zoho suite: Zoho Books, Zoho CRM, Zoho Invoice, Zoho Inventory, and Zoho Creator. Whether you need a simple logo-and-colour refresh on an existing template, or a fully custom HTML/CSS layout built from a design mockup — I handle both.
Every template is built directly inside your Zoho account using the native template editor or HTML/CSS builder, so no third-party tools or external dependencies are introduced. You get clean, maintainable templates your team can manage going forward.
I'm a Zoho specialist based in Sydney, Australia, with hands-on experience delivering Zoho implementations for businesses across Australia, the US, Europe, Asia and the UK.
Programming Languages
HTML & CSS, JavaScript, PythonCoding Expertise
PSD to HTML, Performance Optimization, DesignWhat's included
| Service Tiers |
Starter
$500
|
Standard
$900
|
Advanced
$2,000
|
|---|---|---|---|
| Delivery Time | 7 days | 14 days | 30 days |
Number of Revisions | Unlimited | Unlimited | Unlimited |
Number of Pages | 3 | 5 | 10 |
Design Customization | |||
Content Upload | - | - | - |
Responsive Design | |||
Source Code |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$300 - $1,000
Zoho Sign Integration
(+ 3 Days)
+$500
Save signed document to CRM
(+ 1 Day)
+$300
Save signed document to Zoho Work drive
(+ 1 Day)
+$300Frequently asked questions
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SM
Scott M.
Mar 12, 2026
Zoho Analytics Expert – Xero Integration x 2 & Dashboard Setup
Very capable
About Jonathan
CRM ERP, Zoho, Automation, API, Portal Integrations Hubspot Salesforce
100%
Job Success
Kellyville, Australia - 6:02 am local time
CRM & ERP
Zoho One, Zoho CRM, Zoho Books, Zoho FSM, Zoho Inventory, Zoho Subscriptions, Zoho Analytics, Zoho Deluge. Salesforce (Service Cloud, Pardot, Einstein, DocuSign, Conga). HubSpot, Pipedrive, Twenty CRM, SugarCRM, ERPNext. SAP S/4HANA SD/FI/MM/PP, order-to-cash, consignment, consolidated billing.
Marketing Automation & Campaigns
Salesforce Pardot (tracking, email, DKIM/SPF, lead sync, engagement programs, dynamic lists, A/B testing, landing pages). HubSpot, Mailchimp, Zoho Campaigns, Zoho Marketing Automation, Mautic, Listmonk. End-to-end marketing-to-sales systems, lead scoring, pipeline conversion tracking.
Automation Platforms
n8n, Zapier, Make (Integromat), Zoho Flow, Zoho Deluge. Workflow automation, multi-step triggers, webhook pipelines, scheduled jobs, and event-driven architectures across any stack.
AI-Powered Automation
Claude API, OpenAI, Google Gemini. AI quote and proposal generation, PDF intelligence (form detection, data extraction, OCR pipelines), AI content pipelines, intelligent lead enrichment, automated document workflows, video generation automation (fal.ai, Seedance, Flux, HeyGen, ElevenLabs).
Integrations & APIs
EDI (X12, EDIFACT, AS2, SAP IDocs/ALE/BAPIs). Payments: Stripe, Worldpay, Afterpay, ACH, Adyen, Authorize.net. Accounting: Xero, Zoho Books (including Zoho Analytics to Xero integrations). Comms: Twilio, RingCentral, Aircall. Workforce: Deputy. REST/GraphQL API design and third-party webhook orchestration.
E-Commerce & Marketplace
Shopify (theme dev, automation, product feed pipelines, multi-marketplace sync). eBay (Trading API, listing automation, bulk end/relist workflows). WooCommerce, Magento, Amazon, Kogan. 3PL and dropship supplier integrations including feed ingestion, staging, reconciliation, and AI-enriched descriptions at scale.
Custom Applications, Portals & Managed Services
FastAPI + PostgreSQL backends, Next.js/React frontends. Client portals (Zoho Creator, custom-built). Ticketing systems (osTicket), wiki/knowledge bases, LMS (Moodle), field service solutions. Managed CRM/ERP hosting with white-label branding, provisioning automation, and ongoing support.
Web & Content Platforms
WordPress, WooCommerce, Ghost CMS. Landing pages, affiliate content pipelines, SEO automation, custom plugins. Managed WordPress hosting (SiteGround white-label).
Data, Scraping & Enrichment
Playwright/Python scrapers, contact enrichment pipelines (Google Places, Hunter IO, PDL waterfall), fuzzy column mapping, Excel/CSV importers with upsert logic. Excel-to-web migrations — replace manual spreadsheets with cloud-based configurable applications.
Analytics & Dashboards
Zoho Analytics, Power BI, Salesforce Analytics Studio, Metabase, custom React dashboards. Sales performance, inventory valuation, balance sheet, pipeline metrics, and real-time monitoring.
Industries
Construction, renovations, real estate, mortgage and lending, clinical and healthcare, EU regulatory compliance (MDR/IVDR), subscription SaaS, mining.
Recent Projects
- EU compliance client portal (Zoho Creator): Zoho Creator portal for EU MDR/IVDR regulatory compliance — events, deadlines, territory expansion, CRM sync
- AI quote and proposal engine (Zoho CRM + n8n + Claude API + DOCX) - Zoho CRM → n8n → Claude API → DOCX → back to Zoho. React quote builder with live totals and section management
- Contact enrichment platform with Zoho CRM push and email campaign builder - FastAPI + PostgreSQL with fuzzy mapping, ACRA/Google Places waterfall, Zoho CRM push and email campaign builder
- PDF intelligence tool (PyMuPDF + OpenCV + Claude Vision): Fillable PDF builder with 3-layer field detection — PyMuPDF + OpenCV + Claude Vision. PDFs, PNGs, and JPEGs
- Mortgage and lending CRM (Zoho One, broker referrals, commissions): Zoho One for loan origination
- White-label CRM platform (Twenty CRM, multi-tenant, Mautic/Listmonk)
- 3PL e-commerce pipeline (600k-row feed, Shopify + eBay, AI enrichment)
- Automated video generation pipeline (fal.ai, HeyGen, ElevenLabs)
- AI financial signals platform (FastAPI + Ghost CMS, 475 tickers, 7-layer analytics): FastAPI + Ghost CMS
- Managed app hosting (vTiger CRM, osTicket, Moodle, LimeSurvey, Mautic)
- Excel to cloud quote builder migration: Replaced spreadsheet-based quote builders, pricebooks, and trackers with configurable cloud applications and automated workflows
- Real-time server health and uptime dashboard
If you're not sure where to start, a short discovery call usually clarifies everything. Happy to jump on a call.
Steps for completing your project
After purchasing the project, send requirements so Jonathan can start the project.
Delivery time starts when Jonathan receives requirements from you.
Jonathan works on your project following the steps below.
Revisions may occur after the delivery date.
Title: Review & Confirm
Description: I review your Zoho setup, brand assets, and document requirements, then confirm the layout approach and scope before building begins.
Template Build
Description: I build the template directly inside your Zoho account using the native editor or custom HTML/CSS, based on your approved layout and brand assets.