Merge Document on Zoho Form Submit

How to merge documents on Zoho Forms submission

Overview

Zoho Writer’s merge templates allows you to generate personalized documents like certificates, quotes, contracts, or confirmation letters each time a form is submitted in Zoho Forms.

Steps

  1. Open Zoho Writer's dashboard and click Create New > Merge Template > Design From Scratch or Design Over PDF to create a merge template.
  2. Go to Automate Tab > Configure > Select Data Source, and choose your Zoho Forms form.
  3. Add the required fields into the template.
  4. Under When to merge, choose On Zoho Forms submission.
  5. Under Merge output settings, choose Allow respondents to download the document if you wish the form submitters to download their submissions. 

Note

  1. You can configure a form only with a single merge template
  2. 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

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  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 a merged document

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