New in Writer: Create personalized documents with Bigin!

New in Writer: Create personalized documents with Bigin!

Hi everyone,

 

We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. Streamline your processes and save time by automatically populating your templates with data from Bigin. You can create personalized documents in bulk within minutes.

 

With this integration, you can:

 

  • Generate personalized emails, letters, and documents in bulk for your Bigin leads and contacts.

  • Easily add product specifications from your subforms to a document and apply them in table cells, rows, or columns.

 

Create merge templates with Bigin:

 

Consider Zylker Solutions, a hypothetical consulting firm that generates client invoices using Zoho Writer. The firm uses Writer's merge fields to add customer-specific details to each invoice, such as name, address, organization name, and invoice date, and to map the fields in Bigin to the document.

 

Using a single template, the firm generates personalized invoices and emails them to clients, while ensuring consistency and improving productivity.

 

Steps for creating invoices in Writer:

 

A. Create a merge template in Zoho Writer

 

1. Go to writer.zoho.com and click Create New

2. Choose Merge Template under Automation Templates and click Create from Scratch

            3. Create your merge template as an invoice

 

B. Configure Bigin and add the required fields

1. Click the hamburger menu on the left and click Automate

2. Under Select the data source, choose Bigin and select your desired module.
            3. Add the appropriate fields from your Bigin module.

      C. Preview and schedule merge and output options

 

1. Click Preview Merge to see how the invoice will appear.

2. Set your merge trigger as Manually or On Trigger under When to Merge

3. Choose the output option, Merge & Send via Email, under Choose Output. Add the customer's email address and a subject in the pop-up that appears and click Save.
      4. Click Run Merge. The merge will be initiated and customers will receive their invoices as emails.

 

Note:

 

  • This integration is available to all Bigin editions.

  • All users in a Bigin organization can create merge templates in Zoho Writer.

  • Users of Writer's Free edition will receive 200 free credits/month/org. Paid edition users will receive 1,000 free credits/month/org.

  • Each merge will consume 1 credit. For example, if you send a document to five customers for signing, then five credit points will be deducted from your account.

  • Users can buy additional merge credits. You can find more details on how to purchase additional credits here.

 

Start creating personalized documents in bulk with Writer and Bigin, and let us know your suggestions and feedback in the comments. You can also write to us at support@zohowriter.com/support@eu.zohowriter.com.

 

Thanks,

Team Writer
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Easily perform calculations using dates with the new DATEDIF function

        Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:
      • Date-based conditions and filters

        Configure conditions with date  Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
      • Introducing group by, aggregation, and repeating regions in mail merge templates

        Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
      • Say hello to an improved way to merge documents!

        Automating all your documents from start to finish is now easier than ever with Writer's new merge tools.   If you haven't seen it yet, you can read the main announcement here. Here is the full list of the features we've rolled out: 1. Dynamic Table Headers
      • Introducing Org Fonts in Zoho Writer

        Hey Zoho Writer users! We're excited to share that you can now add custom fonts (from web fonts with publicly accessible URLs) using Zoho Writer's Org Fonts. This option allows all users across your organization to use the custom font without the hassle

      Zoho CRM Plus Resources

        Zoho Books Resources


          Zoho Subscriptions Resources

            Zoho Projects Resources


              Zoho Sprints Resources


                Zoho Orchestly Resources


                  Zoho Creator Resources


                    Zoho WorkDrive Resources



                      Zoho Campaigns Resources

                        Zoho CRM Resources

                        • CRM Community Learning Series

                          CRM Community Learning Series


                        • Tips

                          Tips

                        • Functions

                          Functions

                        • Meetups

                          Meetups

                        • Kbase

                          Kbase

                        • Resources

                          Resources

                        • Digest

                          Digest

                        • CRM Marketplace

                          CRM Marketplace

                        • MVP Corner

                          MVP Corner




                          Zoho Writer Writer

                          Get Started. Write Away!

                          Writer is a powerful online word processor, designed for collaborative work.

                            Zoho CRM コンテンツ






                              ご検討中の方

                                • Recent Topics

                                • How to call a Creator function which is in a different Creator application?

                                  How to call a Creator function which is in a different Creator application?
                                • Can the code in my "Successful form submission" WF be invoked from a function?

                                  Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve
                                • Kaizen #169 - Serialization and Schema Management in Queries

                                  Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario
                                • Introducing Keyboard Shortcuts for Zoho CRM

                                  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules
                                • Feature Request: Notebooks within notebooks (Tree-like structure)

                                  Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named
                                • Can't get authorization for Sandbox environment using the self client

                                  Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For
                                • Create landing pages from Zoho Marketing Plus

                                  Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now
                                • Custom service report or Zoho forms integration

                                  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
                                • Email tracking subdomain

                                  The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about
                                • Chart View group X-axis values above a value

                                  I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category
                                • How do I get the Text Account name instead of the Reference number?

                                  Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding
                                • Custom API - Need to create a string return value, not only MAP

                                  @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?
                                • missing video-urgent

                                  hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after
                                • Duplicate New Ticket Emails

                                  I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?
                                • Ticket Response Email Template

                                  Is there a way to have an email template automatically selected when I click on Reply for a ticket?
                                • Unpublishing Job Post for LinkedIn

                                  Hi, We have experienced issue with the above. We did unpublish a job in Recruit but it still appear under Job section in our LinkedIn page. It did not remove from LinkedIn as it should be.  Please check and advise. Regards, Snyder 
                                • Editor limitations to define screen types

                                  Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations
                                • Dúvidas do Zoho Creator

                                  Pessoal, Estou colocando um tópico para dúvidas do Zoho Creator. Um abraço, Leandro
                                • Tropicalize Books

                                  Books is an incredibly powerful tool that works well in many countries. But I feel that it is a product that is not yet "tropicalized" for Brazil as we speak (this would be like adapting the local reality). We have many strong competitors who do more
                                • Automatic Sitemap Generation

                                  Guys are all right? Doesn't make sense for me to have to generate a map site and upload it... because it's not automatically generated just as it is done in WIX? where the customer doesn’t have to worry about this.
                                • SEO improvements with ZIA

                                  Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary
                                • Automatically updating field(s) of lookup module

                                  I have a lookup field, which also pulls through the Status field from the linked record. When the lookup is first done, the Status is pulled through - this works perfectly. If that Status is later updated, the lookup field does not update as well. As
                                • Initiating a SalesIQ Zobot from a custom button on Zoho Sites

                                  I have created a Zobot set to initiate on a custom action called "Fast_Answers". On Zoho Sites, I created a code snippet button and set it to on-click run the event called "Fast_Answers". I installed the SalesIQ integration code into the Zoho Sites Page
                                • Zoho Desk -> Zoho Analytics : Where is the field for "Layout" ?

                                  I have many different layouts on my helpdesks and I want to be able to identify the stats for each one, however I can not file the field in the raw data from the Zoho Desk datasource. I thought it might be under "Tickets" but there is nothing. There is
                                • Set resolution mandatory field

                                  Hi,  i have 2 questions:) : - i want to set the resolution field mandatory before close the ticket. Because for now, i can close the ticket without writing how i solve it - how can i setup zoho desk to receive ticket by email(e.g. clients sent email to support@mydomain.com) and it create a ticket in zoho desk
                                • Zoho Assist "Agree and Download" Button "Greyed Out" ("Light Blued" Out)

                                  Anyone else having issue where support clients are unable to click "Agree and Download" to access the client so that we can provide remote support? This is for "on demand" support via accessing the support page and entering the support key and name. This
                                • Project Billing with the Staff Hours Method in Zoho Projects

                                  The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
                                • Creator Subform to CRM Subform

                                  Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.
                                • custom fields not populating from deluge script into invoice

                                  Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
                                • tax summation function - getting error

                                  Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,
                                • Backstage / Zoho Books integration

                                  Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!
                                • Getting list of calendar events over api for zoho mail calendar

                                  Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let
                                • Allocate emails to user in a shared mailbox

                                  Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
                                • Introducing Zoho Campaigns' own gateway for SMS campaigns

                                  We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand
                                • Update a lookup field in CRM from Creator using deluge

                                  I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have
                                • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

                                  Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?
                                • Projects Multiselect API

                                  Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST
                                • Bill quantity received / PO quantity

                                  PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
                                • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

                                  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
                                • Unused items should not count into the available number of custom fields

                                  Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.
                                • Next Page