Zoho sign and Zoho CRM Mail Merge

Zoho sign and Zoho CRM Mail Merge

Zoho Sign team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint.

I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign up process.

Thanks for your help.


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