[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

[New] Create invoices and contracts in minutes with Zoho Writer's Merge Templates for Bigin!

Do you often find yourself manually entering customer information in your business documents like invoices and contracts? This can be a time-consuming process that can take up valuable time from your business operations. With Zoho Writer's Merge Templates for Bigin, you can send personalized documents to your contacts in Bigin without having to recreate them every time. 

Let's take the example of Zylker Cars. They create invoices, agreements, service estimates, and certificates in Zoho Writer. And then they use merge fields to include customer-specific details such as name, address, invoice date, amount and map the fields in Bigin to the fields in the document. With this method, they can send personalized documents to each customer using a single standard template, without having to add new information every time manually. This not only saves them time and effort but also ensures consistency and accuracy in their documents.

In this post, we will explore how you can benefit from using merge templates to create customized documents for your business, just like Zylker Cars did.

Note:
  • Available for all Bigin editions.
  • All users in the Bigin account can create Merge Templates in Zoho Writer.
  • Merge Templates are available in Zoho Writer's Free Edition.
  • If you are using Zoho Writer (Free edition) you will have 200 free credits/month/org. If you are using Zoho Writer (Paid edition) you will have 1000 free credits/month /org. 
To create merge templates
  1. Go to writer.zoho.com
  2. Click +Create New button.
  3. In the Automation Templates section, select Merge Template > Create from scratch.

  4. Create the desired document. In this case, we are creating an invoice.
  5. Go to the left panel in your document > Automate.
  6. In Select the data source section > Select Bigin > Choose the desired module. Since we are creating an invoice template, I am choosing Pipelines.

  7. In the Manage Fields section, go to Main fields tab and click on the fields you want to add to your template. You can find fields from other modules also here.

  8. Go to the Subform tab, to list the details of the product like Product, List Price, Quantity, Total. These fields are fetched from the Products related list in the Pipelines module.

  9. Click Preview Merge to view how the document appears when sent.
  10. In When to Merge section, click Manually/ On Trigger.
  11. And, in Choose Output section, you will find several options. Choose Merge and send via email. Enter details like customer email address, subject in the pop-up.

  12. Click Save.
  13. Enable the checkbox to get notified via email once the merge is is initiated and completed.
  14. Click Run Merge. The merge is initiated and the customer will receive the invoice via email.


Tip: While Choosing Output, you can use the Merge & send for sign collection for documents like contracts/agreements which require the customer's signature. 
 
Similarly, they can create estimates to share with customers who come to service their vehicles, create certificates for their employees, share purchase agreements with customers.

Note:
  • Each merge will consume 1 credit. For example, if you Merge and send file via email to 5 customers then 5 credits will be deducted.
  • Additional merges can be purchased if you require more. Go to Zoho Writer > User Panel > Merge Limit > Buy Additional Merge Limits. 
     
In summary, Zoho Writer's merge templates for Bigin can help you save time and boost efficiency. Give it a try and let us know how you will be using these templates! To know more about Writer Merger, click here.
 
We have many exciting updates in the pipeline, so stay tuned to this space! We hope you found this post helpful. If you have any questions or feedback, please feel free to write to us at support@bigin.com or drop a comment below.
 
 
Thank you,
Aayisha
User Education

      • Recent Topics

      • Blockchain technology

        Blockchain technology is being used to revolutionize accounting and financial reporting. With blockchain, financial transactions are recorded on a decentralized ledger, making tracking transactions and verifying their accuracy easier. This technology

      • Este domínio já está associado a esta conta

        Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

      • not able to hit inventory api

        when i hit the api with my account keys and the access is provide by the client

      • Remove County field from Customer Address input screen (or allow input to be deleted)

        We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we

      • 553 Relaying disallowed error

        Hi, I am receiving a "553 Relaying disallowed" error when sending emails to my domain email address which I have configured in Zoho. However, I am able to receive emails from my domain email to my gmail account. The SPF and MX entries are all configured

      • Leads and Deals Issue

        Hi! Is Zoho having trouble today? I've been experiencing issues today. When I move a deal to closed/won, it previously would require a closing date but today the screen just went blur and the closing date did not pop up. And then under leads, I was trying

      • !! URGENT My sent mail goes to spam

        I tested a few times and every time I send mail out it goes the recipients spam box.  Why is it marking my mail as spam? please help me ! thanks

      • Event Time Zone in meeting invites are confusing users

        When sending calendar invites to internal and external users, the first section "Event Time Zone" is confusing people and they are automatically declining events. Can this section please be removed??? It already shows the correct time zone next to the

      • Request For Quotation (RFQ) module

        Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

      • Constant Sync Errors 🙄

        I'm constantly getting sync error notifications with no actual resolution. Also... I have folders and files with a (!) on the cloud icon, indicating it's not accessible. This has also led to the complete loss of certain folders. Like... the go missing!

      • Display your zoho contact name when they call your mobile number

        As per the title If a contact calls the office number, the contacts name shows on mobile as long as I have their contact details registered in my crm. Is there a way that if the contact calls my mobile, their name can be displayed? Currently just their number shows when they call.

      • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

        We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?

      • Custom view for Milestones

        Hi, Just an idea for the future... would it be possible to create custom views for the Milestones view under Work Overview ? I usually need to look at this view filtered by project group but the filter doesn't remain when navigating away. A custom view

      • Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

        The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

      • javax.mail.authenticationfailedexception 535 authentication failed

        Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

      • Out of Office not working

        I have set up out of office on zoho mail, however, it does not reply to every mail sent to it. I have tested it by sending several test messages from multiple different email accounts, I will get a response to some of them, but not all of them this is

      • Always display images from this sender – Is this feature available?

        In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

      • Simplify your day-to-day sales operations with new List View actions

        Greetings everyone, Here are a few enhancements for quick actions in modular List Views that will make your day-to-day CRM operations much easier. List Views in modules display records in rows and columns based on set criteria, and are useful for presenting

      • How do I hide all leads from Standard users in my CRM ZOHO

        I want to configure my crm zoho in such a way that standard users will only see leads owned or assigned to them. How do I go about doing this? I have tried all i could, but nothing...can anyone help me?

      • Some emails are not being delivered

        I have this problem where some of my mail just seems to disappear. When I send it, it appears as sent with no mention of any problem, but my recipient never gets it, not even in the Spam folder. Same for receiving, I have a secondary e-mail address, and

      • Unbilled Items Report?

        Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

      • Making Calls Using ZDialer on Zoho Creator Widgets

        The Zdialer Browser Extension does not seem to recognize phone numbers on custom widgets. What is the best way to work around this?

      • ALL sent mails from my zoho email id go to spam

        when we send emails out of Zoho as like Gmail , ALL mails go to spam... more than urgent to get a solution !!!!!!

      • Não consigo enviar e nem receber e-mails

        Estou com problemas pra enviar e receber e-mails. Não consigo enviar (recebo uma mensagem de domínio inválido) e os e-mails que recebo estão voltando. Como devo proceder?

      • Time Field

        Good Day, I have a question, when I save a draft and reload it. Why does the time field format keeps goes from hh:mm to hh:mm:ss? Is there a way I can force it to load to hh:mm only? I have tried example = totime(input.TimeField, "hh:mm") in the -created

      • Receiving email problem

        I can send an email but can't receive from other platform like Gmail

      • Mas de 48 horas sin correo

        Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo

      • Your account has been blocked due to security reasons.

        Hi everyone. Faced a problem that is wreaking havoc on my business! On December 14, blocked login via WEB, IMAP and POP3 with the reason of unusual activity, allegedly because of VPN/Proxy and suspicion that my account was hacked. I created a ticket to

      • Displaying related quotes in sales order and back

        Hi, My colleague liked to see to which sales orders, the quote has been converted. Quote shows Invoices, but not SO. Same, they would like to see the quotes in the sales order, as they can see invoices, packages, shipment, How can we achieve this ? Thank

      • Details & Limitations of the Free Forever Plan

        I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

      • Missing Folders on iPhone Zoho Mail

        Under mailboxes on my iPhone, I don't have an inbox, sent folder, deleted photo, etc. See pics.

      • Functions - How to pass Dynamic Parameters / Arguments?

        I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

      • Directly Edit, Filter, and Sort Subforms on the Details Page

        Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

      • Query table pull last 12 months

        I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)

      • ChatGPT only summarize in English

        Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

      • Vendor Assignment issue for staff in User Roales

        there is a limitation in software that we can't assing Vendors to our staff - we can only assign Customers on staff wise!! There is a limitation of this software that in case i want to assign limited vendors to my staff - it's not possible. Either i will

      • No Hope for Zoho Meeting

        Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

      • Inventory Management for Manufacturer

        Hello, We are a manufacturing company in the FnB industry. We want to use the inventory management system to manage our raw material stocks and at the same time once we produce items, we need to increase our final product inventory while decreasing the

      • Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

        Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

      • Why is Zoho Meeting quality so poor?

        I've just moved from Office 365 to Zoho Workplace and have been generally really positive about the new platform -- nicely integrated, nice GUI, good and easy-to-understand control and customisation, and at a reasonable price. However, what is going on

      • Next Page