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Creator Scripts.
Creator Scripts.
Zoho Trusted Partner in Digital Transformation

Zoho Writer · Authorized Zoho partner

Zoho Writer: write the template once, let every document fill itself.

Zoho Writer is Zoho's free online word processor. Its document automation merges data from Zoho CRM, Zoho Creator and Zoho Forms into contracts, offer letters and invoices, then emails them, files them or sends them for signature.

This page is a merge template too. Switch the record or show the fields in the bar above.

Service proposal

Prepared for , in .

Your plan covers services, billed in .

if Account.Country = MexicoPrices exclude IVA. Your CFDI is issued from Zoho Books when you pay.
if Deal.Plan = PremiumPremium includes a named consultant and same-day replies.
Signed, Creator Scripts

Example data, not a customer.

The editor is free. You pay only when documents write themselves.

Zoho Writer has no paid editor plan. Individuals and companies get every editing feature and unlimited documents. Credits only start counting when Writer generates documents from your data.

WritingFree
Real-time co-editing, comments, track changes, and apps for Windows, macOS, Linux, iOS and Android.
Word filesFree
Open and export .docx. Imports up to 50 MB for DOCX and 10 MB for other formats.
StorageYour WorkDrive
Documents live in Zoho WorkDrive. The free tier has 5 GB, and here is how to get past that limit.
AutomationCredits
Merge, fillable forms and e-signature collection. 200 or 1,000 free credits a month per organization, then a few cents per document.

One template. Every record gets its own document.

  1. 1The template holds fields and rules, not names.
  2. 2Each record fills the fields.
  3. 3Rules show or hide whole clauses.
  4. 4Writer emails, files or sends each one to sign.
3documents
3credits (1 per PDF)

Policy summary

Insured: «Contact.Name»

Plan: «Deal.Plan»

Monthly premium: «Deal.Amount»

if Plan = PremiumRoadside and rental car cover.
if Country = MexicoAmounts in MXN, IVA shown apart.
PDF

Policy summary

Insured: Lucía Herrera

Plan: Premium

Monthly premium: MX$1,240

Roadside and rental car cover.
Amounts in MXN, IVA shown apart.
PDF

Policy summary

Insured: Daniel Brooks

Plan: Basic

Monthly premium: US$64

PDF

Policy summary

Insured: Amira Haddad

Plan: Premium

Monthly premium: AED 310

Roadside and rental car cover.

Data comes in from your apps. Finished documents go out.

A Writer template maps its fields to a module or form you already use. When the merge runs, each output is a separate step you choose, and each generated document costs one credit (a PDF Form costs five).

Data in

Your templatefields + rules

Documents out

  • Merge & EmailPDF, DOCX or HTML
  • Merge & Send for SignThrough Zoho Sign
  • Merge & StoreInto WorkDrive folders
  • Merge & DownloadOne file or one per record
  • Merge & Invoke Custom FunctionHand off to Deluge

New in 2026

Templates that think a little.

The latest Writer updates cut the template sprawl most teams live with: one template per plan, per language, per employee type. We covered them in How Zoho Writer turns static templates into smarter workflows.

Conditional content

One template, many versions

Show or hide whole sections from merge data: plan coverage, a clause for contractors only, a tax note for one country.

This page does it: switch to Record 2 and the Mexico clause in the hero disappears.

AI formulas

Formulas from plain English

Describe the result and the assistant writes, fixes or refines the formula. Twelve new string functions handle text cleanup.

Turn "MARÍA LÓPEZ" from an import into "María López".

Rich text and subforms

CRM formatting survives the merge

Rich text fields keep their bold and lists. Subform merge can create a separate document for each row.

One certificate per attendee from a single event record.

Payment links

Send the invoice and the way to pay it

A Zoho Checkout payment link can ride in the same email as the merged document.

Renewals, registrations and donation requests.

PDF replace

Swap the PDF, keep the mapping

Replace a fillable PDF with a new version without redoing field mappings or signature fields.

The insurer updates its form; your automation keeps running.

What document automation costs you a month

Zoho charges per generated document, after the free credits. Set your volume and see the bill. Rates are Zoho's published USD list rates, checked on November 5, 2026; taxes may apply and the Zoho Store has the final figure.

How your team uses Zoho
Credits used1,500
Free credits1,000
Billable credits500
Flexible plan activation$1
Estimated per month$26

The editor stays free either way. Each merge job runs up to 5,000 merges a day; Zoho can raise that limit.

After free credits: $0.05 each up to 4,000$0.02 from 4,001 to 9,000$0.01 from 9,001 to 200,000Zoho One adds 50 free a user, up to 1,000 more

How we set it up

From a folder of Word files to templates that fill themselves

We are an authorized Zoho partner. Most teams we meet keep a dozen near-identical templates and fix names by hand. We collapse them into a few smart ones and wire them to the apps your data already lives in.

  1. Audit your templates

    We list every document you send, who sends it and how often, and find the ones that are really one template.

  2. Map the data

    Each field gets a home in CRM, Creator or Books, so nobody types a name twice.

  3. Write the rules

    Conditional sections and formulas replace copies of the same file.

  4. Choose the outputs

    Email, store in WorkDrive, send through Zoho Sign, or attach a payment link.

  5. Automate the trigger

    A deal stage, a form submission or a Deluge function starts the merge. See our notes on Zoho Flow custom function outputs.

  6. Test, then hand over

    We test every rule with real records, estimate your monthly credits, and train the people who edit the templates.

See the work in our customer stories, or every service on Zoho services.

What is Zoho Writer?

Zoho Writer is Zoho's online word processor. It has real-time co-editing, comments, track changes and Word compatibility, plus document automation: mail merge, fillable forms and e-signature collection from data in Zoho apps.

Is Zoho Writer free?

Yes. The editor is free for individuals and organizations, with all its features and no limit on the number of documents. Only document automation uses credits, and every organization gets 200 or 1,000 free credits a month.

How much do Zoho Writer automation credits cost?

After the free credits, Zoho lists $0.05 per credit up to 4,000, $0.02 from 4,001 to 9,000 and $0.01 from 9,001 to 200,000. The flexible post-pay plan costs $1 a month to activate. Most documents cost 1 credit; a PDF Form costs 5.

Zoho's own example: 8,000 credits in a month with 1,000 free comes to $260.

How does mail merge from Zoho CRM work?

You build a template in Writer, insert fields from a CRM module such as Deals or Quotes, and run the merge from a record, a list of records or a workflow. Each record becomes its own document, which Writer can email, store or send to sign. Subform rows can each become a separate document.

Can Zoho Writer open and save Word documents?

Yes. It imports .docx files up to 50 MB (10 MB for other formats) and exports to .docx and PDF.

Can Zoho Writer send documents for signature?

Yes. Merge & Send for Sign routes each merged document through Zoho Sign, and the signed copy can be stored back in WorkDrive.

Is there a daily limit on merges?

Each merge operation runs up to 5,000 merges a day. Zoho can raise the limit for heavier workflows.

How do I get past the 5 GB storage limit?

Writer files are stored in Zoho WorkDrive. Our help center explains the options: how to overcome the 5 GB storage limit in Zoho Writer.

Can I hide the Zia AI button in Zoho Writer?

Yes, an admin can turn it off. Steps are in our help center: how to disable or hide the Zia button in Zoho Writer.

Does Zoho One include Zoho Writer automation?

Yes. A Zoho One organization gets 1,000 free credits a month, plus 50 for each user license, capped at 1,000 extra.

Merge your project brief

Fill the record. The brief on the right is a template, and it merges as you type. Send it and we reply within one business day. Nothing is stored on this page.

Documents
Merged · 1 credit

Zoho Writer brief for your company

From you, in Mexico. Our data lives in Zoho CRM.

We send contracts, about 100 to 1,000 a month.

We invoice in Mexico, so the documents must match our CFDI from Zoho Books.

Please suggest how to cut our templates down and automate the merge.