Zoho CRM email templates

Using Zoho CRM email templates

An email template is a pre-formatted email layout that can be customized and reused whenever needed. The Zoho Sign extension for Zoho CRM comes with eight default Zoho Sign email templates that can be used while sending documents using the Send with Zoho Sign button. If you don't wish to use the default Zoho Sign email templates, you can create new email templates from scratch, or customize pre-designed Zoho CRM email templates, and use them instead. 

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 $LINK_TO_SIGN$ tag, as it's the tag to generate signing link in email templates. 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.

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.

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