Merge and Send for Approval in Zoho Writer | Document review workflow

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
  1. Open Zoho Writer.
  2. Choose a template or create a new document.
  3. Connect your data source (Zoho CRM, Sheet, etc.).
  1. Insert Merge Fields
  1. Add merge fields (e.g., Name, Email, Amount) in the document using Manage Fields.
  2. Use repeat tables, conditional blocks, etc., if needed.

Steps

  1. Go to Automation Tab > Setup Simple Merge.
  2. Choose Merge and send for approval.
  3. Add one or more reviewers and approvers, define the deadline for review and approval, and a note from the workflow initiator.
  4. Click Save.
  5. You can also configure to run custom Deluge scripts  to automate workflows and extend functionality after the document approval is completed.

Limitations

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