We're excited to announce that you can now send personalized documents for e-signature using Zoho Writer's mail merge feature—all without leaving Zoho Sign!
Unlike standard templates where only signer details change, mail merge templates let you insert entire sections of content that vary per recipient. Whether it's a short clause or several paragraphs, the inserted content automatically inherits the formatting and alignment of your document, so every final copy looks individually drafted.
Why you'll love it:
Automatic content alignment: Merge fields and signer fields stay perfectly positioned, no matter how long or short the inserted content runs. No manual repositioning needed!
One seamless workflow: Merge and send for signature happen entirely within Zoho Sign. No tab-switching required.
A quick example: A property management company needs to send lease agreements to new tenants, each with different terms depending on the unit. One tenant's lease may include a short pet clause, while another runs several paragraphs covering parking, sublet rules, and maintenance. The leasing agent creates a single lease template in Zoho Writer with merge fields for the tenant's name, unit number, rent, and lease duration, plus signer fields for both parties. At send time, the agent picks the template in Zoho Sign, fills in each tenant's details, and the signature and date fields stay perfectly aligned even when clauses run long. Each tenant receives a polished, ready-to-sign lease.
Getting started is simple:
In Zoho Writer, create a merge template, and add your merge fields and signer fields.
In Zoho Sign, click Send for signature, and under the Add documents dropdown, click Mail merge template.
Select the template, fill in the merge values, add recipients, and send.
To learn more, refer to our help article: https://help.zoho.com/portal/en/kb/zoho-sign/user-guide/sending-a-document/articles/sending-documents-for-signature-using-zoho-writer-s-mail-merge