Introducing Zoho Sign's integration with WebMerge

Introducing Zoho Sign's integration with WebMerge


We take great pleasure in announcing that Zoho Sign now supports an integration with WebMerge, a cloud-based document generation and automation tool.

WebMerge leverages an extensive list of over 40 popular third-party web service integrations, allowing users to fetch data, prepare business documents (contracts, agreements, quotes, purchase orders, invoices, etc.), and deliver them to intended recipients. Users can create their documents by either building them online from scratch or by uploading preformatted templates and then merging data onto them from various sources like CSV files, online forms, third-party applications, etc. They can then choose to save and manage the documents on their cloud or deliver it to their recipients and trigger workflows using third-party integrations.

How can this integration help?

For example, let's say you run a business where you have an order form on your website which collects data from interested buyers. You use this information to prepare quotes and send it to the prospective customers for them to sign. Doing this manually on a round-the-clock basis where you have to repeatedly create a quote for every entry you receive on your form by drafting the document, manually transferring the information collected, and sending it for signature, can become very cumbersome and time-consuming. Using the Zoho Sign integration with WebMerge, you can easily automate the whole process by setting up your quote template, connecting it with your form to merge data from the entries, and trigger an electronic signature workflow that automatically sends it to the potential buyer for signing.

How can a workflow be set up?
  1. Create or upload a document template in the WebMerge tool.
  2. Set up the delivery method of the merged document to electronic signature via Zoho Sign.
  3. Set up the source for the data to be merged onto the document - CSV file, form, or third party application
What are the prerequisites to use this integration?

You must have a:
  1. A valid WebMerge Starter license or above
  2. A valid Zoho Sign Enterprise or API-only license - consumes API credits
Read our help documentation  here for detailed information on how to use this integration and set up automatic document e-signature workflows.

Go ahead and try this new integration. For any queries or feedback, please reach out to us by commenting below or writing to

Happy Zoho Signing!

Sai Anand

    Zoho Developer Community

                              Zoho Desk Resources

                              • Desk Community Learning Series

                              • Digest

                              • Functions

                              • Meetups

                              • Kbase

                              • Resources

                              • Glossary

                              • Desk Marketplace

                              • MVP Corner

                              • Word of the Day

                                  Zoho Marketing Automation

                                          Manage your brands on social media

                                                Zoho TeamInbox Resources

                                                  Zoho DataPrep Resources

                                                    Zoho CRM Plus Resources

                                                      Zoho Books Resources

                                                        Zoho Subscriptions Resources

                                                          Zoho Projects Resources

                                                            Zoho Sprints Resources

                                                              Qntrl Resources

                                                                Zoho Creator Resources

                                                                  Zoho WorkDrive Resources

                                                                    Zoho Campaigns Resources

                                                                      Zoho CRM Resources

                                                                      • CRM Community Learning Series

                                                                        CRM Community Learning Series

                                                                      • Tips


                                                                      • Functions


                                                                      • Meetups


                                                                      • Kbase


                                                                      • Resources


                                                                      • Digest


                                                                      • CRM Marketplace

                                                                        CRM Marketplace

                                                                      • MVP Corner

                                                                        MVP Corner



                                                                          Design. Discuss. Deliver.

                                                                          Create visually engaging stories with Zoho Show.

                                                                          Get Started Now