Zoho Writer guide

Zoho Writer is the suite’s cloud-based word processor: collaborative documents, business templates and data merge. Its lesser-known strength: automatically generating personalized contracts and letters from your CRM data, then sending them out for signature.

Getting started

1. Create a blank document or choose a template.
2. Invite your colleagues to collaborate in real time, with comments and change tracking.
3. Create reusable business templates (contracts, quotes, letters).
4. Explore document merge to automatically pull in data from your CRM or a file.
5. Connect Zoho Sign to send your merged documents straight out for signature.

Key features

• Real-time collaboration with comments and revisions.
• Document merge (mail merge) with CRM, Forms and Sheet.
• Automated document generation.
• Word compatibility (.docx import/export).
• Zia for assisted writing and proofreading.

Tips from our specialists

• The Writer + CRM + Sign trio eliminates retyping contracts — one of the most dramatic time savers in the suite.
• Standardize your company templates in a shared team folder.
• Always work in the cloud rather than with attachments: one version, always up to date.

Official resources

Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.

• Zoho Writer knowledge base
• Zoho Writer release notes — what’s new and improved

Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Writer in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.