Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?

Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?

Ok, hear me out, because this is kind of a niche feature, but it would be SUPER nice:

We use Mail Merge templates in CRM for our contract creation (we don't use a Zoho Sign template, for a variety of reasons).

When we upload contracts from a mail merge template, it forces us every time to enter the recipients. When we use a Zoho Sign template, it automatically populates these fields (either with merge values from our CRM or emails we've filled in), but it doesn't work that way when using a Mail Merge template.

Is there a way we could get those recipients to populate using the Mail Merge templates?
 


Peter Fuller
Camber Dynamics - Zoho Authorized Partner
sales [at] camberdynamics.com


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