Why is the Merge Template Print option not available for certain modules?

1. The Mail Merge Templates option is restricted to Leads, Contacts, Accounts, and Deals.
   
2. Email Templates are module-specific, that is, appear only if there are any email templates created for the module in question.
   
3. Inventory Templates are restricted to Inventory Modules only.
   
4. The additional Print options (Email, Mail Merge and Inventory templates) are available for all paid Zoho CRM accounts. For Free and Trial accounts, only the default print option is available.
   

How can I send mail merge documents through email using Workflow rules?

1. Go to Setup > Automation > Workflow rule.
   
2. Click +Create Rule.
   
3. In Create New Rule, choose a module from the drop-down list.
   
4. Enter Rule Name and Description.
   
5. Click Next.
   
6. In the Workflow configuration page, select When do you want to execute the rule?
   
7. Choose a criteria, if you want the rule to execute for selected records.
   
8. In Instant Action, choose Functions.
   
9. In Configure Functions, select Write your own.
   
10. Enter Function name and Display name.
    
11. Click Edit Arguments.
    
12. In the Edit Argument window, you can change the function name entered previously.
    
13. In Argument Mapping, enter the record ID and email ID and map it with the right field.
    Use # to add a merge field.
    
14. Click Save.
    
15. Enter the below function.
    
    1. resp = invokeurl
       [ url :"https://zohoapis.com/crm/v2/settings/email_templates/653844000009571031/actions/print_preview?record_id=%22 + dealId
       type :GET
       connection:"mailmergeconnection"
        ]; //Create connection and pass the required mail merge id here
       content = resp.get("email_template_preview").get("body");
       fmp = Map();
       fmp.put("email",zoho.loginuserid); //Set the from address as needed
        emaillist = List();
       emp = Map();
       emp.put("email",email);
       emaillist.add(emp);
       mp = Map();
       mp.put("subject","Set as per your requirement");
       mp.put("content",content);
       mp.put("to_address",emaillist);
       mp.put("id",dealId);
       mp.put("template_id","653844000009571011");//Pass the required template id here
       mp.put("from_address",fmp);
       mp.put("attachment_name","Deal Won Template");//Set the attachment name as needed
       datalist = List();
       datalist.add(mp);
       paramp = Map();
       paramp.put("data",datalist);
       resp1 = invokeurl
       [
       url :"https://www.zohoapis.com/crm/v2/Deals/actions/send_mail?type=mailmerge%22
       type :POST
       parameters:paramp.toString()
       connection:"mailmergeconnection"
        ];
       info resp1;

1. Click Setup > Customization > Templates > Mail Merge and select the template that you need.
   
2. Select Next Record and add it to the Address Label template.