A round up of articles on Document/Mail Merge feature

1 minute read time.

Sage CRM offers mail merge functionality for both individual records and batch operations and integrates Mail Merge with workflows and marketing campaigns.
You can initiate a mail merge from the specific record you're working with (e.g., a Company or Opportunity record). This is ideal for personalized communication.
Sage CRM allows you to perform mail merges on a group of records that meet certain search criteria. This is efficient for creating bulk marketing documents.

Sage CRM lets you create mail merges using either Word or HTML templates to generate documents. You can choose the final format as Word or PDF.

You can use pre-made Word documents or create new ones with your formatting.
Users can build HTML templates directly in Sage CRM for more flexibility.
Existing Word Templates can be converted to HTML for more advanced editing within Sage CRM.

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