ZOHO MARKETPLACE | CRM EXTENSION
Auto Document Merge Lite
Save time creating merge documents in Zoho CRM with a click of a button.
01
Multiple output formats
Choose between pdf and docx output formats.
02
Save to record
Save the merged document to the merge record or any lookup associated record.
03
Email as attachment
Attach the merged document to an email template and send it directly to any associated contact.
Sign-up for the free extension here:
Check out the Pro Version
| Lite Version | Pro Version | |
| Multiple Output Formats |  | |
| Save to Record | | |
| Email as Attachment | | |
| Save to Cloud Storage |  | |
| Direct Download to Device | | |
| Custom Workflow Actions | | |
