Zoho CRM Mail Merge Templates
Budget: $10 – $30 AUD
I want a set of mail-merge templates built directly inside my Zoho CRM so my team can generate polished Emails and Invoice PDFs in a click.
What I need
• A reusable email template and a separate invoice/PDF template that pull in Contact information, Product details, and a handful of Custom fields we already store in the CRM.
• Only basic formatting is required—consistent fonts, our colour palette, logo placement, and space for our legal footer—so you won’t need to create conditional logic or dynamic sections.
• Everything must live natively in Zoho CRM / Zoho Writer so that any user with the right permissions can open, tweak, and merge without additional software.
Deliverables
1. One email merge template (.html inside Zoho).
2. One invoice/PDF merge template (.docx in Zoho Writer, outputting to PDF).
3. Brief written instructions (or a 3-minute Loom) showing where the merge tags are and how to launch the merge from a record.
I will provide logo files, brand colours, sample contact and product records, plus a sandbox login so you can work without touching live data. Once the templates are saved and I’ve tested them on two sample records, the project is complete.
What I need
• A reusable email template and a separate invoice/PDF template that pull in Contact information, Product details, and a handful of Custom fields we already store in the CRM.
• Only basic formatting is required—consistent fonts, our colour palette, logo placement, and space for our legal footer—so you won’t need to create conditional logic or dynamic sections.
• Everything must live natively in Zoho CRM / Zoho Writer so that any user with the right permissions can open, tweak, and merge without additional software.
Deliverables
1. One email merge template (.html inside Zoho).
2. One invoice/PDF merge template (.docx in Zoho Writer, outputting to PDF).
3. Brief written instructions (or a 3-minute Loom) showing where the merge tags are and how to launch the merge from a record.
I will provide logo files, brand colours, sample contact and product records, plus a sandbox login so you can work without touching live data. Once the templates are saved and I’ve tested them on two sample records, the project is complete.