Easily generate personalized documents in bulk with mail merge
Generating personalized documents usually means working with both fixed and dynamic content. Use Zoho Writer's advanced capabilities to create and share personalized emails, letters, and documents—and improve your productivity.
Customized merge templates
Work more efficiently by quickly creating a merge template in Zoho Writer. Design templates from scratch or add merge fields to PDF files. With Zoho Writer's powerful editing and formatting tools, you can easily combine and generate documents in bulk. Writer also includes document merge capabilitie such as:
Support for multiple data sources
Work flexibly with the option to retrieve data from a variety of sources and merge it with your documents in Zoho Writer. Create or import merge fields and customize your merge template using advanced merge and sign fields.
Use conditions to tailor your merged documents based on various input options and check/uncheck options in your documents based on your input.
The data sources Zoho Writer supports include:
Merge preview options
Preview your merged document before performing various actions, like print, download, or email.
Post-merge workflows
Determine what actions you'll take with your merged documents. Choose from a variety of options: store, distribute, or share them, and invoke functions to perform various actions.
Schedule and track merge status
Schedule your merge operations and track their progress with the built-in merge tracker in Zoho Writer. Get automated email notifications for mail merge initiation and completion.
Related features
Improve your productivity and stay organized with the various automation templates in Zoho Writer.
Design fillable forms and embed them in your applications. Manage form responses easily with Fillable Templates in Zoho Writer.
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The Zoho advantage
Writer is just one of 40+ apps in the ever-growing Zoho ecosystem. Each one is designed to help you run your entire business on the cloud. This close-knit integration means you can quickly create mail merges from your leads in Zoho CRM, or from your employee information in Zoho People and Zoho Recruit.
