Document Templates

Document Templates

Hello all

I am working on creating some standard templates for my Vert CRM.

I noticed there are only email templates and a few other "Inventory" templates that are locked.  After a bit of looking around I see the Mail Merge feature is not available - which makes sense since the vertical doesn't included the productivity suite.

But since some document can be populated and created in the Vert (purchase orders, sales orders, invoices, etc), it leads me to believe it is possible to create predefined documents using zoho data.

Has anyone been doing this or have ideas for a workaround?

Use Case:
Client users need to create internal work orders for repair.  They need a document to either view and acknowledge online, or print and sign.  I would like to create a template for this.

Thanks in advance for any assistance

Kevin

          Zoho Marketing Automation

                  Zoho Pagesense Resources

                    Zoho SalesIQ Resources



                          Zoho TeamInbox Resources

                            Zoho DataPrep Resources



                              Zoho CRM Plus Resources

                                Zoho Books Resources


                                  Zoho Subscriptions Resources

                                    Zoho Desk Resources

                                      Zoho Projects Resources


                                        Zoho Sprints Resources


                                          Qntrl Resources


                                            Zoho Creator Resources


                                              Zoho WorkDrive Resources





                                                  Zoho Campaigns Resources

                                                    Zoho CRM Resources

                                                          Design. Discuss. Deliver.

                                                          Create visually engaging stories with Zoho Show.

                                                          Get Started Now