How to merge and generate prefilled fillable forms

Overview

Zoho Writer lets you generate prefilled fillable forms using the data from the linked data source. Each merged record creates a unique form link, allowing recipients to view and complete the form with pre-entered information. This is ideal for automating data collection in use cases like contracts, applications, or surveys. You can also configure submit actions or trigger custom workflows using Deluge functions for each filled form.

Prerequisites

Create a merge template with fillable fields (text boxes, checkboxes, dropdowns, etc.).
Map each fillable field in your template to a corresponding merge field. This ensures that the right data gets filled into the correct part of the form.

Steps

Open your merge template and choose Merge & share fillable link as the output option.
Click a fillable field inserted in the document. In the Field properties panel, click the + icon under Pre-fill value to map them to the merge field.
Click Configure form submit actions, to define the post-submission operation. Below is the list of post-submission operations supported:

Save a copy to a folder
Send as an email
Send for sign collection
Save responses to Zoho Sheet
Trigger webhook and custom functions
Show a custom message and redirect to an URL

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Quick Links	Workflow Automation	Data Collection
Web Forms	Enterprise	Online Data Collection Tool
Embeddable Forms	Banking	Begin Data Collection
Interactive Forms	Workplace	Data Collection App
CRM Forms	Customer Service	Accessible Forms
Digital Forms	Marketing	Forms for Small Business
HTML Forms	Education	Forms for Enterprise
Contact Forms	E-commerce	Forms for any business
Lead Generation Forms	Healthcare	Forms for Startups
Wordpress Forms	Customer onboarding	Forms for Small Business
No Code Forms	Construction	RSVP tool for holidays
Free Forms	Travel	Features for Order Forms
Prefill Forms	Non-Profit
Intake Forms	Legal	Mobile App
Form Designer	HR	Mobile Forms
Card Forms	Food	Offline Forms
Assign Forms	Photography	Mobile Forms Features
Translate Forms	Real Estate	Kiosk in Mobile Forms
Electronic Forms
Drag & drop form builder
Notification Emails for Forms	Alternatives	Security & Compliance
Holiday Forms	Google Forms alternative	GDPR
Form to PDF	Jotform alternative	HIPAA Forms
Email Forms	Formstack alternative	Encrypted Forms
	Wufoo alternative	Secure Forms
	Typeform	WCAG

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