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EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

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CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

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Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

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Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

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Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
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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:

  • Cross-reference values from tables

    Pull values from cells in the same table or in a different table in your merged document. Carry a value, word, or formula from one table to another with its reference. For example, copy a gross salary from Table 1 to Table 2 to calculate net salary just by referencing the table cell.

  • Insert matrix fields

    Make timely and precise decisions by representing multiple choice question responses as a table. Merge specific responses for clear data visualization. You can also combine survey responses and view them as a single table in Zoho Writer.

  • Hide unnecessary spaces

    Say goodbye to blank cells and spaces in your merged documents to make them look cleaner and neater. Let's say you need to send laptop specs to your customers and hide lines for accessories that are not available. Simply hide the empty lines and send the document to your customers.

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:

  • Zoho Data Sources:

    Zoho CRM, Zoho Creator, Zoho Forms, Zoho Contacts, Zoho Projects, and Zoho Sheet.

  • External data sources:

    CSV Files, Google Sheets, Google Forms, and Microsoft Excel.

Merge preview options

Preview your merged document before performing various actions, like print, download, or email.

  • View each value

    Everybody loves a sneak peek. Get a glimpse of the merged document for each input value and make corrections before proceeding with the merge.

  • Check for conditions

    Make sure conditions have been applied correctly for your input values in your merged documents. Click each input to ensure only the appropriate content is visible.

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.

  • Save and personalize

    Save your merged documents in the location of your choice. Choose how the document should be merged: as a separate document for each input value or a single document for all values. You can save your merged documents in any file format, such as PDF or .docx.

  • Merge and email

    Share your merged document through email. You can choose whether to send it as inline content or as a file attachment. Customize sender names for your emails and have your CRM content as your email body. Add attachments (either unique or standard across emails) from your data source or cloud drive.

  • Merge and send for signing

    Send your merged documents for eSignature collection. Configure signer options, determine a signing order, add a subject and description, customize the document name, and more in Zoho Writer.

  • Merge and invoke a custom function

    Do more with your merged documents. Configure functions from our gallery or create your own function to define post-merge operations.

  • Merge and share fillable forms

    Generate personalized, interactive prefilled forms in bulk without a single line of code to collect data and digital signatures. Setup custom post-submit workflows to streamline your business processes. Learn More

  • Password-protect merged documents

    Ensure the security of merged documents with a password. Your password can be a combination of input fields for maximum protection. For example, require the recipient to enter their name and date of birth so that only the correct person can open the merged document.

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.

Track Progress

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.

Learn More
Fillable Templates

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.

The Zoho advantage
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