Templates

Templates

Zoho CRM provides various templates that you can use. This includes templates for quotes, invoices, emails etc. You can also create customized templates based on your needs.

Email Templates 

Create email templates as per your needs, schedule emails and include unsubscription forms in the emails.
Create Email Templates  | Create Email Templates Folder  | Set up Unsubscription Form | Use the Email Template Drag and Drop Editor

Inventory Templates 

Customize the Quote, Purchase Order, Sales Order and Invoice templates as per your business requirements.
Create Inventory Templates  | Create Inventory Template Folder | Use the Inventory Template Drag and Drop Editor 

Mail Merge Templates 

Create mail merge templates to create documents that require repetitive tasks.
Create Mail Merge Templates Folder  | Create Template in Zoho Writer  | Create Template in MS Word 

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