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Square Labs

Auto Document Merge Lite

Save time creating merge documents in Zoho CRM with a click of a button.

Multiple Output Formats

Choose between pdf and docx output formats.

Save to Record

Save the merged document to the merge record or any lookup associated record.

Email as Attachment

Attach the merged document to an email template and send it directly to any associated contact.

Setup Guide
Screenshot of the Zoho CRM Auto Document Merge Lite Extension

Sign-up for the free extension here:

Check out the Pro Version:

 Lite Version Pro Version
Multiple Output FormatsGreen tickGreen tick
Save to RecordGreen tick
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Email as AttachmentGreen tick
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Save to Cloud Storagered crossGreen tick
Direct Download to Devicered cross
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Custom Workflow Actionsred cross
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Check out the Pro Version