Merge feature parity with writer
Hello Zoho team,
I have run into a workflow limitation with Zoho Contracts and the lack of merge feature parity with what Writer can do. We have created a fairly complex merge process to create a statement of work based on several fields in our CRM which is working perfectly. We want to take this workflow to the next level and use contracts to go through redlines with our customers however we have run into 2 limitations preventing this.
1. We can't use contracts to create the SOW directly, given its limited merge capabilities.
1. We can't use contracts to create the SOW directly, given its limited merge capabilities.
2. There seems to be no way to move a Writer document to Contracts which would allow us to use writer to create the SOW document and perform an internal review and then send the SOW document to Contracts to redline with the customer and perform contract life cycle management as it's intended.
Am I missing something here? If not can you please provide a timeline on when this type of workflow will be provided by Zoho?
Topic Participants
Jacob
Sathyakeerthi U
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