- Features
- Merge Template
Save time and improve your efficiency with Merge Template
Effortlessly send customized quotes, estimates, contracts, legal agreements, personalized invitations, and more with Bigin's integration with Zoho Writer's Merge Template.
Sign Up For FreeHere's how Merge Template can help
- Send customized quotes, estimates, contracts, legal agreements, and personalized invitations
- Use Zoho Sign to collect electronic signatures
- Streamline the signing process and ensure efficiency
- Enhance the customer experience with personalized communication
- Save time by automating the creation and delivery of customized documents
- Maintain professionalism and consistency in your business communications
Send personalized documents and certificates easily and error free
Imagine you want to send a meeting agenda to a few clients. You'd first have to log in to your Bigin account, manually copy and paste the names of your clients, and then send it off. Now think about doing this for many clients. Sounds pretty tedious, right?
Don't worry about this tedious process anymore! Thanks to Bigin's integration with Zoho Writer's merge template, your CRM data will seamlessly transfer to your Zoho Writer document. Simply map the data from the Contacts, Companies, or Pipelines module and watch as it automatically populates in the Writer document.
Reduce the risk of errors and use pre-designed templates
By pulling data directly from your CRM, you reduce the risk of errors and inconsistencies in your communications and ensure that your documents reflect the right information every time.
Enjoy a range of pre-designed templates tailored to your needs. Whether you need an NDA or an offer letter, you can effortlessly select the template that fits your requirements with a simple click.
Furthermore, you have the flexibility to upload templates or even create your own personalized ones. Send these templates to your clients easily and streamline your document management process.
Sending invoices made easy!
The Products module in Bigin enables businesses to manage the products they sell to customers and procure from vendors, catering to the specific needs of both sales and purchasing departments.
You can even send invoices to your customers with this feature. Simply map data from your product records, and each product's price, discount info, quantity, and estimates will be auto-populated in your Writer doc. This streamlined approach saves you time and ensures accurate and consistent invoicing.
Collect signatures with ease
With the seamless integration between Zoho Writer and Zoho Sign, collecting signatures has become easier than ever. Now you can send personalized documents to your customers and facilitate their online signing process with just a few simple clicks.
By utilizing this integration, you can streamline the signature collection workflow, eliminating the need for manual printing, signing, and scanning of documents. Instead, you can send customized documents directly from Zoho Writer and recipients can conveniently add their signatures electronically using Zoho Sign.
This approach saves time, reduces administrative burdens, and ensures a smoother and more secure signing experience for both you and your customers.
FAQs
Merge templates are part of Bigin's integration with Zoho Writer. You build a document once with placeholders for record fields, and Bigin then fills those placeholders with data from your Contacts, Companies, or Pipelines. They suit anything you send repeatedly, like quotes, estimates, contracts, and agreements.
You add merge fields to a Zoho Writer document wherever customer details should appear, then link the template to a record in Bigin. When you run the merge, Bigin pulls the values from that record and drops them into place, so the finished document is ready without any retyping.
Quotes, estimates, contracts, NDAs, offer letters, legal agreements, invoices, certificates, and personalized invitations all work well. Any document where the same fields repeat across recipients is a good candidate, since the template handles the variable parts for you.
No. The template reads details such as name, company, and contact information straight from the linked record. That removes repetitive typing and the small errors that tend to creep in when the same details get copied by hand.
You can upload your own templates or build personalized ones in Zoho Writer, so a document you've designed yourself works fine. Bigin also gives you a set of pre-designed templates, like an NDA or offer letter, that you can pick with a single click.
Yes. The Pipelines module is one of the three you can map data from, alongside Contacts and Companies. Choose the record you need, and its details flow into the template automatically.
Without merge templates, sending a document means logging in to Bigin, copying and pasting each client's name and details by hand, then sending it off—slow going once you're working through a long list of clients. Merge templates automate the creation and delivery of those documents, so the data fills in automatically instead of you copying it across for every recipient.
You can map data from three modules: Contacts, Companies, and Pipelines. Pick the record you need from any of them, and those details transfer into your Zoho Writer document automatically.
Because the details come straight from your CRM record, each document reflects the right information every time, which cuts down on errors and mismatched data. That direct pull from Bigin is also what keeps your business communications looking professional from one document to the next.
Yes. Once a template is filled with your record data, you can send it to your clients easily, and the creation and delivery of the document is automated for you. This works whether you're using a pre-designed template or one you've uploaded or built yourself.
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Personalisation has now become seamless and effortless!
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