How to send the merged document for review and approval

Overview

Zoho Writer allows you to automatically send merged documents to internal stakeholders for review and approval as part of your document automation workflow. This is useful when generated documents—like contracts, quotes, or proposals—need internal review and approval before being finalized or sent external.

Prerequisites

1. Create or Open a Merge Template

Open Zoho Writer.
Choose a template or create a new document.
Connect your data source (Zoho CRM, Sheet, etc.).

2. Insert Merge Fields

Add merge fields (e.g., Name, Email, Amount) in the document using Manage Fields.
Use repeat tables, conditional blocks, etc., if needed.

Steps

Go to Automation Tab . Choose Setup Simple Merge
Choose Merge Output Options as Merge and send for approval

Configure Approval Settings

Add one or more reviewers and approvers.
Optionally define:

Deadline for approval
Custom message to reviewer and approver

Click Save
Optionally Configure Custom Deluge Script

Configure to run custom Deluge scripts to automate workflows and extend functionality after document approval is completed.

Limitations

Max 10 approvers/reviewers from the same WorkDrive organization
Daily limit of 50 merges for approval

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