Merge Document on Zoho Form Submit

How to merge documents on Zoho Forms submission

Overview

Zoho Writer’s Document Merge feature integrates seamlessly with Zoho Forms to automate the generation of personalized documents (like certificates, quotes, contracts, or confirmation letters) each time a form is submitted.

Steps

  1. Create Merge Template : 

    1. Open Writer, and go to Create New > Merge Template -> Design from scratch, to open a blank merge template.

  2. Connect to a Zoho Form

    1. Go to Automate Tab -> Configure --> Select Data Source, and choose your data from Zoho Form.

  3. Setup Fields in Template

    1. Add the main form fields and sub-form fields into the template

  4. Choose On form submission action

    1. Under When to merge, choose 'On Zoho Forms submission'
  1. Customize Post submit actions under 'Choose output'.
For example, under 'Merge Output Settings', select 'Allow respondents to download the document'

  1. Customize Thank you Page & Redirect URL

You can customize your thank you message under Thank You Page in Acknowledgement & configure URL to be redirected after form submit . Click on Zoho Forms to configure Redirect URL and  Type your thank you message under Thank You Page in Acknowledgement & Redirects and click Save.

From now on, whenever a respondent submits the form, their data will automatically merge with your Writer template, allowing them to download the generated document.

Additional Note:

Limitation : Allow respondent to download document option is disabled

If your form has a payment field, you won't be able to choose the output option as Allow respondent to download the document. This is because Zoho Forms will redirect to the payment page for payment process and we won't be able to redirect to Writer's page to give an option to download the document.

Related Articles / Videos

  1. Watch : Merge Output Options on Form Submit
  2. Watch : Customize redirect URL and Thank you message
  3. How to conditionally merge templates based on form responses?
  4. How to merge multiple templates on form submit?
  5. How to checkbox of form as checkbox in Merged Document?