Mail merge template, fillable fields, + Zoho Sign
I'm working on a client's CRM. They want to integrate Zoho Sign with the CRM by creating a mail merge template and have some values pre-populated from a module's data. But they also want to be able to add extra information that isn't available in the module.
I thought Fillable Fields would be able to meet this need. When I use the "Send For Zoho Sign" button it goes opens up a new window where I can choose the mail merge template, however, it doesn't show the document so I can fill in the Fillable Fields. I continue on to Zoho Sign where I review the document but still I cannot find any Fillable Fields to fill in.
Is it possible to have some fields automatically filled in by a module's data AND Fillable Fields that can be filled in by the user? If so when is it the user able to fill in the Fillable Fields?
Free webinar : Qualified Electronic Signatures (QES) made easy with Zoho Sign
Hello, Did you know? There are three levels of electronic signature - simple, advanced and qualified electronic signature (QES). A qualified electronic signature is the highest level of compliance according to electronic Identification, Authentication,
Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibility
Giveaway: Sign documents across borders with free Zoho Sign credits
Hello, Thousands of businesses worldwide trust Zoho Sign to digitally sign their important business documents—in part because we always work hard to offer our users the highest standards of security, privacy, and regional compliance. To help our users
Announcing Zoho Sign integration with Zoho Checkout
Hello, We're excited to announce the Zoho Sign integration with Zoho Checkout. With this integration, your users and associates can sign documents and collect payments in the same workflow. How setting up this integration works Key benefits: Removes
Zoho Sign: Product Updates - Q3-Q4, 2021 and 2022 Preview
Hello, everyone! 2021 has been a breeze of a year in the face of a seemingly unending global pandemic. And yet, businesses have displayed great resilience by quickly adopting a system of hybrid work that better suits their evolving operational needs.
Zoho Pagesense Resources
Zoho SalesIQ Resources
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Desk Resources
Zoho Projects Resources
Zoho Sprints Resources
Zoho Creator Resources
Zoho WorkDrive Resources
Zoho Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.