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In this tutorial, the speaker introduces document generation in CRM, comparing it to email merging. They explain that in the past, CRM systems integrated with Microsoft Word for document creation, but now Zoho provides a word processing tool called Zoho Writer. They discuss how Zoho Writer allows users to merge contact, lead, or other data into templates for document creation, cautioning against using Microsoft Word for this purpose. This video will cover the different features of document generation in CRM using Zoho Writer.
