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The CRM Writer integration allows you to merge data from your CRM into template documents, which can then be saved, emailed, or sent out to be signed using Zoho Sign. This feature is helpful for creating personalized contracts, letters, envelopes, or certificates. To get started, set up a template in your CRM by going to the templates section and clicking on mail merge. You can start with a blank writer document or upload a file. Choose the module you want to merge data from, such as deals, and set up your document. Next, add merge and sign fields to your template to insert CRM data into your document.
