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.





    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION









                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series


                                            • Digest


                                            • Functions


                                            • Meetups


                                            • Kbase


                                            • Resources


                                            • Glossary


                                            • Desk Marketplace


                                            • MVP Corner


                                            • Word of the Day


                                              Zoho Marketing Automation

                                                Zoho Sheet Resources

                                                 

                                                    Zoho Forms Resources


                                                      Secure your business
                                                      communication with Zoho Mail


                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times


                                                        Carry your calendar with you
                                                        Anytime, anywhere




                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now




                                                                        Zoho TeamInbox Resources



                                                                                Zoho DataPrep Resources



                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW


                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now









                                                                                                        • Related Articles

                                                                                                        • Sending Zoho Sign templates in Zoho CRM

                                                                                                          We often use one common format for a particular type of document. For example, in every company, there will be one NDA document to be signed by all new employees and vendors. For scenarios like this, you can integrate Zoho CRM and Zoho Sign and use ...
                                                                                                        • Sending mail merge templates in Zoho CRM

                                                                                                          The Zoho Sign extension already enables you to send documents that require a signature to any contact stored in Zoho CRM. Now, the extension will also help you to send customized documents using Zoho CRM data without having ugly fixed-length ...
                                                                                                        • Creating Templates in Zoho People

                                                                                                          Available in all data centers. Administrators and template owners can create and send templates directly from Zoho People, or you can create and import templates from your Zoho Sign account. Creating templates in your Zoho People account From your ...
                                                                                                        • Templates

                                                                                                          You can create templates in Zoho Sign for commonly used documents, such as sales agreements, hiring documents, and social media policy, and reuse them whenever required. Unless you delete them manually, saved templates will remain in your account ...
                                                                                                        • Accessing Zoho Sign from Zoho PeoplePlus

                                                                                                          This page lists the actions supported via Zoho Sign in the Zoho PeoplePlus bundle. This includes both the actions supported via native integrations between Zoho Sign and the products in the bundle and the actions accessible directly from the Zoho ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace

                                                                                                            Resources

                                                                                                            Videos

                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                            eBooks

                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                            Webinars

                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                              Zoho Show Resources