ZOHO MARKETPLACE | CRM EXTENSION
Auto Document Merge Pro
Quickly and easily create documents using Zoho CRM Mail Merge templates and perform specific actions with those documents. Whether you need to generate letters, proposals or any other documents, our simple interface makes the process a breeze.
01
Multiple output options
Save to the CRM record or any associated lookup record, download to your computer, or email it as an attachment. Using Zoho WorkDrive or Google Drive? Save straight to the record’s folder.
02
Customisable settings
Powerful module-specific settings let you default the merge template and output format per module. Enable, disable or default outputs to boost productivity and cut repetition.
03
Workflow compatible
Use custom workflow actions to merge documents automatically with Zoho CRM’s workflow engine, no clicks required once it’s set up.
PRICING
Simple, flexible pricing.
Choose the plan that works best for you — and start with a free 10-day trial to make sure it's the right fit.
Monthly
Yearly
Monthly
USD $10/ month, per user
Yearly
