Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates for Bigin, you can send personalized documents to your contacts in Bigin without having to recreate them every time. 

Let's take the example of Zylker Cars. They create invoices, agreements, service estimates, and certificates in Zoho Writer. And then they use merge fields to include customer-specific details such as name, address, invoice date, amount and map the fields in Bigin to the fields in the document. With this method, they can send personalized documents to each customer using a single standard template, without having to add new information every time manually. This not only saves them time and effort but also ensures consistency and accuracy in their documents.

In this post, we will explore how you can benefit from using merge templates to create customized documents for your business, just like Zylker Cars did.

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Similarly, they can create estimates to share with customers who come to service their vehicles, create certificates for their employees, share purchase agreements with customers.

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In summary, Zoho Writer's merge templates for Bigin can help you save time and boost efficiency. Give it a try and let us know how you will be using these templates! To know more about Writer Merger, click here.

 

We have many exciting updates in the pipeline, so stay tuned to this space! We hope you found this post helpful. If you have any questions or feedback, please feel free to write to us at support@bigin.com or drop a comment below.

 

 

Thank you,

Aayisha

User Education