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[Music] hi Im Jeff tereso from Beckman collaborative and today Im going to show you how to automatically generate proposals from a deal in Zoho CRM to do that were going to use something called a mail merge template through an inbuilt integration with Zoho riter all we have to do is format a NIC looking template with our brand colors and style one time and then well be able to automatically generate unique PDF documents for each deal at the click of a button let me show you how it works so Im in Zoho CRM and Ill go to setup and then customization templates so we have different types of templates we have email inventory and mail merge well select mail merge so when we say mail merge or merge what we mean is that were dynamically inserting field values from our CRM record into a document template and field values are like the deal name or the deal amount or the deal description different data points that weve updated over time can be automatically inserted into one of these temp
