DocFlow connects to your Zoho CRM, pulls contact and case data, fills your PDF templates automatically, and attaches the finished document back to the record.
No credit card required to start · Free plan available
From template upload to CRM attachment in a few clicks.
Upload any fillable PDF or Word template. DocFlow maps your CRM fields to document fields automatically.
Open any Contact, Deal, or custom module record in Zoho CRM, select templates, and generate in seconds.
Generated documents are attached directly back to the Zoho CRM record — no downloading and re-uploading.
Send generated documents for e-signature via DocuSign or Dropbox Sign directly from DocFlow.
Organise templates by category and CRM module. Pro and Enterprise plans have no template limits.
Each Zoho organisation has isolated data. OAuth tokens are stored encrypted and auto-refreshed.
Click 'Connect Zoho CRM' and authorise DocFlow via Zoho OAuth — takes 30 seconds.
Upload your PDF or DOCX templates and map CRM fields to document fields in the admin panel.
Open any CRM record, click the DocFlow widget, select templates, and download or attach in one click.
Start free. Upgrade when your team is ready.
For small teams generating documents daily.
E-signing and unlimited templates.
Unlimited everything + bulk generation.
Connect DocFlow to your Zoho CRM in under a minute.
Connect Zoho CRM — Free