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the crm writer integration lets you merge data from your crm into template documents and then save them in a folder email them out or send them out to be signed if you have zoho sign this is useful for creating things like personalized contracts letter envelopes or certificates let's see how it works step 1 setting up a template go to your crm setup screen then go to templates and click on mail merge you can start with a blank writer document or you can upload a file that you already have by clicking this button on the right choose which module you want to be able to merge data from i'm going to choose the deals module and we can set up a contract for web design clients next i'll choose the file from my desktop and then i'll import it to get started step 2 adding merge and sign fields go to edit your template to get it set up merge fields let you take data from the crm and insert it into placeholder spaces in your document so if i wanted to add in the date that this deal was closing i...
