Customization Available
Make Zeyora match your exact workflow
Need changes in modules, approvals, screens, fields, reports, or document formats? We can customize Zeyora end-to-end — including invoices, proposals, and PDF exports — to fit your business.
Workflow automation
Custom reports
Invoice & proposal templates
Role-based access
Typical turnaround: small changes (1–3 days), advanced customization (1–3 weeks).
What teams usually customize
Choose what matters now — you can expand later.
Forms & fields
Add fields, validation, conditional sections, uploads.
Approvals
Multi-level approvals for sales, expenses, HR, access.
Dashboards & KPIs
Custom views per department, role, branch.
Invoices & PDFs
Invoice, proposal, contract, receipt redesign.
Best for:
SMEs
Professional services
Audit firms
Teams with approvals
Fast iterations
We deliver in small milestones so you can review quickly.
Secure changes
Role-based access, audit logs, and safe deployments.
Scalable setup
Build for growth — add modules, teams, and branches later.
GCC-ready workflows
Supports UAE/Saudi/Oman/Qatar/Bahrain/Kuwait requirements.
Complete customization options
From simple changes to full system customization — tailor Zeyora to your process.
Complete system customization
End-to-end customization: structure, modules, screens, user flows, automation and reporting.
Custom fields & forms
Add fields, validations, conditional sections, file uploads and required documents.
Workflows & automation
Automate lead stages, approvals, reminders, SLAs, escalations, assignment rules.
Role-based access & visibility
Configure roles, department restrictions, record visibility and audit trails.
CRM process setup
Pipeline stages, follow-ups, contact structure, customer profile layout.
Sales documents & pipeline rules
Quotation stages, deal approvals, discount permissions and reporting.
Project workflows
Task templates, timers, utilization, billing rules and delivery checklists.
HRM workflows
Leave/attendance rules, approvals, employee master fields and HR dashboards.
Accounting setup & reports
COA mapping, invoice/purchase flow, expense categories, VAT-ready reports.
Compliance & security settings
IP restrictions, login rules, OTP policies, access logs and permissions.
Dashboards & custom reports
Role-based dashboards, KPIs, filters and exportable reports (Excel/PDF).
Integrations & APIs
Email, payment gateways, WhatsApp/SMS, webhooks, and custom API integrations.
UI/UX & branding
Match your brand style: colors, terminology, layout refinements, custom menu.
Multi-branch / multi-department
Branches, business units, access rules, and reporting per unit.
Data migration & cleanup
Import from Excel/old systems, remove duplicates, map fields, validate.
Performance & optimization
Speed improvements, caching advice, DB indexing for heavy workloads.
Documents & template customization
We redesign and standardize your business documents inside Zeyora — so invoices, proposals and PDFs look professional, match your branding, and follow your required structure.
Invoice design
Quotation / Proposal
Contracts
Receipts
Print-ready PDFs
What we can customize in documents
Branding
Logo, colors, typography, layout, footer notes, QR codes and stamps.
Fields & structure
Custom columns, VAT/tax fields, terms, bank info, signatures and attachments.
Multiple templates
Different templates per branch, customer type, or business unit.
Automation
Auto numbering rules, prefixes, dynamic blocks and conditional sections.
Exports
Professional PDF format, print-friendly layouts, email-ready templates.
Compliance ready
Mandatory fields and consistent mapping to ensure clean reporting.
If you already have a sample invoice/proposal format (PDF/Word), send it — we’ll match it inside Zeyora.
How customization works
Clear process, predictable delivery, and review checkpoints.
1) Requirements
Share your workflow, sample documents, and what you want improved.
2) Plan & estimate
We propose the best approach, timeline, and milestone plan.
3) Build & review
We deliver in phases so you can test and request improvements.
4) Launch & support
Deploy safely and provide quick support for adjustments.
FAQs
Common questions about customization & document redesign.
Yes. If you only need document template redesign (invoice/quotation/proposal/contract/PDF exports), we can do that without changing your workflow.
Yes. We can build multi-step approvals for sales discounts, expenses, HR requests, access changes and more.
Yes. You can have different templates and rules per country, branch, or company policy.
Yes. We can import and map data from Excel or other systems and clean duplicates.
Use the Contact page and share your requirements (screenshots, sample PDF/Word templates, and key workflow steps).
Ready to tailor Zeyora to your business?
Share your requirement list and (if available) sample invoice/proposal templates. We’ll suggest the fastest and cleanest way to implement it.