Useful enhancements to Mail Merge in Zoho CRM

Useful enhancements to Mail Merge in Zoho CRM

Dear Customers, 

We hope you're well!

We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go!

Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents with prospects and customers. By utilizing merge fields, you can combine data from your CRM with pre-existing templates, eliminating the need to create a new template for each document. This feature enables you to send personalized agreements, disclaimers, terms and conditions, contracts, and more effortlessly.

Click here to learn more about Mail Merge in Zoho CRM. 

Now let's talk about the enhancements!

Enhancement 1: Merge is now available for inventory modules
Enhancement 2: Import PDF files to merge
Enhancement 3: Add image fields to merge templates


Enhancement 1: Merge is now available for inventory modules
Previously, in Mail Merge, users could create merge templates only for the following modules: Leads, Contacts, Deals, Accounts, and custom modules. We're now expanding the scope of Mail Merge. Hereafter, you can create merge templates for inventory modules like Quotes, Sales orders, Purchase orders, and Invoices as well.



How are these templates different to the native Inventory templates?
In Zoho CRM, users can already create templates for purchase orders, sales orders, quotes, and invoices. However, they have the following limitations:
  • Restricted formatting abilities: Although you can have merge fields and other aspects associated with your templates, an official document should look formal and on par with your company's legal guidelines. With Mail Merge, you can achieve this level of standardized formatting.
  • Distribution: After users created their inventory templates in Zoho CRM, to send them to customers they had to do so from within individual records and send them one by one. Now that Mail Merge extends to inventory/accounting modules, users can perform mass merges and distribute documents like bills of materials, invoices, and more with ease.


Enhancement 2: Import PDF files to merge
Encrypted master information always holds a special value for businesses. For one, it's locked from edits and updates, and for another, it's secure. Companies don't want their terms to be altered, do they?
That's why, along with the existing import template formats—ZDOC, DOCX, and DOC—we're introducing the ability to import PDF files as Mail Merge templates.



The maximum size of the PDF file is 10 MB, and upon importing, users can add fields from modules and start distributing the PDF file itself from the Writer app.
This enhancement is available for all users in all DCs. Click here to read more about importing PDF files as merge templates.


Enhancement 3: Add image fields to the merge templates
Company logos, property images, and design prototypes are assets that are stored in Zoho CRM image fields. When added to a document, these images provide more context and add value to the transaction.
Previously, users couldn't directly import such images into their documents. With this enhancement, we're providing an image field along with the list of merge fields available in a merge template. All one has to do is drag the image field into the template as a placeholder, and when the overall merge happens, the image from the record will automatically be associated with the document. With Zoho Writer's formatting abilities, you can manage the size and span of the image added. 



That's all for today's announcement. We'll be back with more important improvements to Mail Merge in the coming days. Should you have feedback/questions, feel free to leave a comment—our experts will be happy to take them.

Thanks and have a good one!

    • Recent Topics

    • Zoho API to create ticket

      I'm developing an integration to create tickets via API, but, locally it works (send and recieve requests). In production it also works sending requests, but, my file don't recieve any response data. My URL is available in Zoho API Console and I have

    • Automate Timesheet Approvals with Multi-level Approval Rules

      Introducing Approval Rules for Timesheets in Zoho Projects. With this automation, teams can manage how timesheets are reviewed and approved by setting up rules with criteria and assigning approvers to handle submissions. Timesheet, when associated to

    • Building Toppings #1 - Serving your needs with Bigin Toppings

      Hey Biginners! We're excited to kick off our Developer Community series on building toppings for Bigin, and our goal is to provide an accessible, beginner-friendly, and relevant path for every developer. Imagine creating tiny pieces of software that unlock

    • Can we create Sprint with tasks from Multiple projects?

      Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

    • Tip of the Week #74– Create automated workflows in MS Power Automate

      Zoho TeamInbox now connects directly with Microsoft Power Automate, letting you streamline everyday routines tasks such as from sending emails to managing threads, with automated workflows. About the integration Zoho TeamInbox integrates with Microsoft

    • Account validation

      Hello everyone, I registered my account on ZeptoMail to use the system, but the problem is that the verification period on Zepto's end has already passed and I have limited functionality.

    • Paste issues in ZOHO crm notes

      Hi, since a week or so I have issues with the paste function in ZOHO CRM. I use "notes" to copy paste texts from Outlook emails and since a week or so, the pasting doesnt function as it should: some text just disappears and it gives a lot of empty lines/enters.....

    • Is it possible to add a gradient color to a newsletter im designing?

      From where i sit it looks like you can only choose a single color but not combine 2 colors?

    • New Feature: Audit Log in Zoho Bookings

      Greetings from the Zoho Bookings team! We’re excited to introduce Audit Log, a new feature designed to help you track all key actions related to your appointments. With Audit Log, you can maintain transparency, strengthen security, and ensure accountability.

    • Custom validation in CRM schema

      Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

    • Customised Funnel

      We are running the standard plan for our ZOHO CRM. I have been asked if there is a way to combine data from the Calls module, Deals module and Contact Module into 1 funnel, similar to the view you can get when viewing Deals By Stages, you can see the

    • Account disabled

      I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 (-------------) using m__ame@m__rg___s__i__.___.__ and 2 personal emails Account2 (-------------) using a personal email and 2 users _al__1@______________._o_.__

    • Blocked Email

      We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from

    • message var is empty in bot mention handler

      Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"

    • Remembrance Day to Remember – Recalling Values

      The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November

    • Enhancing Zia's service with better contextual responses and article generation

      Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

    • How to display two measures (sales and price) divided by categories on one line chart

      Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • Introducing the locking option for CRM records

      Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest

    • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

      Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful

    • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

      The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing

    • BMI formula

      I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts

    • SEO on blogs

      Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hans

    • Duplicated Notebooks

      Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose

    • Samsung Keyboard Issues with Notebook

      Dear Users, We're sorry to inform you that some of our users are experiencing certain issues like scrolling, delay/lag, cursor placement especially within the text notes. This occurs mainly due to Samsung Keyboard compatibility with Android 13 and some

    • Mind mapping in Zoho Projects

      Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de

    • Retainer invoice in Zoho Finance modlue

      Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

    • What's New in Zoho Inventory | August – October 2025

      Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

    • Documents don't sync properly

      Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the

    • We are looking for an experienced Zoho Developer

      Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need

    • Initiate approval workflow after "on edit --> on success"

      Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative

    • Tax Deductible Donations to a Charity Organisation

      For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?

    • Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk

      Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,

    • External lookup fields to synchronise with Analytics

      Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank

    • We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

      Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or

    • Boot Loop After Removing Service from Client via Admin

      We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like

    • Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

      Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current

    • is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

      this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

    • How to disable the Login button in Desk Helpcenter

      Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any

    • Very long loading times | bad performance [ZOHO DC: EU]

      Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)

    • Next Page