Steps to create a custom email template:

1. Log in to Zoho CRM.
2. Click the Setup icon in the top-right corner.
   
   
   
   
3. Navigate to Customization > Templates > Email.
   
   
   
   
   
   
4. Click the + New Template button.
   
   
   
   
5. Select a module in the Create Email Template pop-up, then click Next.
   
   
   
   
6. Choose your preferred template in the Template Gallery page, then click Select to start editing it.
   
   
   
   
7. Customize the template based on your requirements, and include the $LINK_TO_SIGN$ tag in the template.
   Note: You must include the $FOOTER_CONTENT$ and $LINK_TO_SIGN$ tags, as it's the tags to generate disclaimer and signing link in email templates respectively. If the $LINK_TO_SIGN$ tag is missing in the template, default Zoho Sign email template will be sent in its place. 
   
8. Click the Save dropdown button, then choose Save Now to save the template right away, or Save as Draft to save the template as draft.
   
   

Ensure you have enabled custom email templates in your Zoho Sign account. Learn how.

Steps to use email templates:

1. Select the desired module (lead/contact).
2. Choose the lead/contact you wish to send the document for signature.
   
   
   
   
3. Click the Send with Zoho Sign button.
   
   
   
   
4. Upload the document, then fill in all the required details in the Send Document with Zoho Sign window.
5. Choose your preferred template from the email template dropdown box.
   
   
   
   
6. Click Quick Send to send the document right away, or click Next to edit the document further in Zoho Sign.