How to insert CRM details into a PDF document using Zoho Writer?
How to insert CRM details into a PDF document?
This is possible in two ways:
1. Adding a PDF as a merge template in Zoho Writer
Create a merge template with PDF
and add
Zoho CRM as a data source
to insert CRM fields in your template
2. Adding a PDF as a merge template in Zoho CRM
Import your PDF document
as a merge template in CRM and add the required fields from your desired module