Zoho CRM supports multiple template types for consistent communication and document generation:
- Email Templates: Rich HTML email templates with merge fields (CRM field values dynamically inserted). Merge fields for multi-select picklists (January 2026) (Zoho Vertical Studio January 2026 release notes). Templates are shareable across users/profiles.
- Inventory Templates (Quote/Invoice/Order): PDF-style templates for printed transaction documents; custom branding.
- Canvas Templates: Reusable Canvas design templates shareable via unique key between organizations (Zoho CRM help: Canvas Detail page).
- Note Templates (May 2025 Marketplace): Structured note templates with dynamic merge tags for consistent internal documentation (Zoho Marketplace May 2025).
- Template Assistant (Q1 2026): Zia generates complete email templates from natural language prompts within the template editor (Zoho CRM Q1 2026 update).