Zoho CRM now supports Mail Merge template creation and testing directly within the Sandbox environment. This gives you a safe space to design, refine, and validate document generation workflows before any changes are reflected in your live organisation.

Why Test Mail Merge in Sandbox?

Mail Merge templates are typically used to produce customer-facing documents such as contracts, quotes, invoices, and letters. Because even small adjustments to merge fields or document layouts can alter the final output, it is important to confirm everything functions correctly before recreating templates in your live environment. Sandbox support allows you to do exactly that, without any risk to your production data or configuration.

Template Types Available in Sandbox

Zoho CRM Sandbox now supports three categories of template, each with defined module availability:

Supported Merge Actions

When running Mail Merge within Sandbox, you can choose from two actions:

• Merge as a new document — generates the merged document as a standalone file.
• Merge and send as an email — merges the template and delivers it via email directly from the Sandbox environment.

Mail Merge Credits in Sandbox

Each Sandbox organisation is allocated 1,000 Mail Merge credits. Usage is limited to a maximum of 100 credits per day, and this daily allowance is shared across both supported merge actions. Plan your testing accordingly to make the most of the available credits.