Auto Document Merge for Zoho CRM

Create mail merge documents with ease!

Built for: CRM Developed by: Square Labs
  ( 2 )

Auto Document Merge is a powerful document automation tool designed to allow you to effortlessly create documents from your Zoho CRM Mail Merge templates. Choose from a variety of output options or take advantage of custom workflow actions to merge documents automatically via an automated workflow.

Key Features:

  • Streamline mail merge document creation with a simple interface.
  • Create documents in PDF or Docx format.
  • Save documents directly to a Zoho WorkDrive or Google Drive folder associated to the record.
  • Automate document creation via a workflow using the custom workflow actions.

Tags

Deployment type Zoho platform
Published date Jun 30, 2024
Version 1.1
Latest Released date Nov 10, 2024
Category Sales
Pricing Paid
Vendor Website

Compatible Editions

  • Enterprise
  • CRM Plus
  • Zoho One
  • Ultimate

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