How to create a mail merge template in Zoho CRM

1. From your Zoho CRM dashboard, go to Setup from the top navigation pane.
2. Click Templates under Customization and go to Mail Merge.
3. Click + New Template.
4. Select the module where you wish to use this template, add a template name, relevant folder and description details, and click Create. You can create a mail merge template for custom modules as well.
5. You will be redirected to Zoho Writer automatically, where you can either create a template from scratch, or copy and paste the content. If you wish to add additional information to your template, you can add a sub-form and ask your signer to fill in the information while signing the document. Learn how.
   

How to add sub forms in a mail merge template

1. Click Subforms under the Manage Fields section.
2. Select the subform to view the list of all associated fields.
3. Select the fields you wish to add to your template.
   

How to send a mail merge template for signature in Zoho CRM

1. Go to the appropriate module (Leads, Accounts, Contacts, etc.) and select a record.
2. In the record details page, click Send with Zoho Sign.
3. In the new window, click Use Template, then choose Mail merge templates and choose a template from the list.
4. Click Quick Send if you wish to send the document directly.
5. Click Continue if you wish to add signer fields or additional settings to your document workflow.(you will be redirected to Zoho Sign's document viewer window)
6. Click Next once you have customized the settings, then click Send.
   

How to edit and send a mail merge template for signature

This method will consume 1 Zoho Writer credit for each document generated from a mail merge template

1. Go to the appropriate module (Leads, Accounts, Contacts, etc.) and select a record.
   
2. In the record details page, click More actions > Mail merge.
3. Select the template from the dropdown and click Merge.
4. You will be automatically redirected to Zoho Writer, where you can edit the template's content, add signer fields, and send the template for signature.
5. Click Fields and then Signer Fields from the left navigation pane.
6. Once all the fields have been added, click Automate from the left navigation pane and select Merge and send for sign collection under Choose Output.
7. You can merge information from your records. Click the + icon and choose the appropriate email address and name.
8. Enter the document name and click Save.
9. Click Run Merge > Send for collection. Click View log if you wish to track the document status.