Automating document approval and signing with Zoho Writer and Zoho Sign

Automating document approval and signing with Zoho Writer and Zoho Sign

Hey Zoho Writer Community!

Here's another automation tip to make your processes more efficient!

Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same person approving and signing, can we skip the signature during approval?

Answer: Yes! You can achieve this workflow by configuring the approver and signer settings in the Merge and Sign option in Zoho Writer's merge template.


Steps to configure approver and signer

  1. Create a merge template.
  2. Add two signers (Signer A and Signer B) from the left panel (Fields → Signer Fields → Add Signer).
  3. Assign all signer fields to Signer B and not Signer A.
  4. Make sure Signer A is marked as the Approver and Signer B as the Signer.
    In this scenario, both the signer and approver will have the same email address, as it's the same individual. However, ensure that distinct names are entered for each role.
  5. Enable the Sign in the above order option.



  6.  Execute the merge and sign process. The document will first be submitted for approval and then, upon approval, for signing.
Remember:
  • You need a paid plan in Zoho Sign to use the approver option.
  • Ensure you've configured both the approver and signer roles.
  • Set the signing order by checking the Sign in the order above option.

Give this a try and let us know what you think in the comments. Need assistance? Feel free to write to support@zohowriter.com or support@eu.zohowriter.com.

We'll be back with more updates soon. Stay tuned!

Until then,
Happy automating! 


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • 8 Neat Tricks in Writer You Should Know About

            Want to get the most out of Writer and speed up your work? You've come to the right place. We've compiled some productive shortcuts in Writer that can help you get work done more quickly: 1. Look up synonyms   No more need for a bulky thesaurus! Use Writer's synonym suggestions to explore different word choices, and find the one that fits your style and tone the best. All you have to do is right-click on a word, and select Synonyms from the dropdown list.  2. Insert images, tables and more   Typing
          • Tip #26: Filter your records before merging a document

            Tom is an HR executive who has to send onboarding emails every month to newly joined employees. He has a master spreadsheet with all the employee details, and new employees are added to them as they join. It's the month of March and Tom has to send onboarding emails to employees who've joined this month. But, how is Tom going to go through a big spreadsheet with multiple new and past information, and send onboarding emails to the set of newly joined employees?     Simple, by filtering and merging
          • Tip: #11 Collaboratively fill documents with your colleagues and clients

            Last week we talked about how Fillable Fields can help you create contracts and proposal templates you can repurpose across your processes. This week, we'll talk in detail about how to collaboratively fill those templates with your clients and team.    Say you've entered into a contract with multiple clients but the final contract amount is still under negotiation. Using fillable fields, partners can quote their contract fee directly in the template document without affecting other areas of the document. You
          • Tip #07: Five best defaults in Writer you can change to complement the way you work

            Find yourself adjusting settings to the way you like every time you create a new document? Try tweaking the default settings instead.  From font styles to auto correct options and more, here are the five best defaults settings you can control.   1. Default font style   Use your favorite typography across all your documents. You can customize a font style by adding a color, adjusting its size and more, and then set it as default.    To do this, go to More Options > Format > Font. Choose a font style
          • Tip #06: Make the best use of Zia in Writer

            About to share your work with your team? Looking to get a second opinion quickly before that? Let Zia do it.    Zia, Zoho's AI-powered intelligent assistant is now part of Writer. She's trained to check and polish your work. She doesn't just read, she understands. So apart from grammar and spelling checks, she'll let you know when you've used a wrong adjective, or have missed out words based on the context of your piece.   Every time you write, Zia makes a scorecard after carefully assessing your

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Add a way to connect Log360 Cloud logs with Zoho analytics

                                    Hi, Several month ago Log360 Cloud was added to zoho one - and this is great. But as far as I see there is no prebuilt way to connect Zoho analytics to the logs we have in Log360 Cloud. Please add a prebuilt connection like we have for so many other zoho
                                  • Auto sync Photo storage

                                    Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                  • Funcionalidades y configuration ZohoDesk

                                    Creo que no estoy sacando el provecho adecuado a la application quisiera solicitar una capacitación al respecto
                                  • How to call Functions and perform Write Operations using Page Scripts?

                                    Hi everyone, How to call a function from a Zoho Creator application within a Page Script, also how to perform write operations (adding or updating records) using page scripts?
                                  • Connecting Airwallex in Zoho Books

                                    I have a question. I’m trying to connect our Airwallex account to Zoho Books, but the integration does not seem to work. Could you please guide me on how to properly connect Airwallex? I need to see the expenses also, since it only shows the profits now
                                  • Questions Regarding Helpdesk & SalesIQ Customization and Email Setup

                                    Hello, I hope you’re doing well. I have a few questions regarding Helpdesk and SalesIQ: Can the emails sent to customers via helpdesk tickets be fully customized — including signature, subject line, and other elements? Also, is it possible to send these
                                  • Button Duplication when emails forwarded or replied

                                    When I create a new email template in campaigns and send it out it looks fine to all the users, however if that email is then on forwarded or replied to then all buttons within the email duplicate.  See below The one on the left is the original one.
                                  • Workdrive backup and default storage selection

                                    Hi community, I have been informed by Zoho that workdrive will be the default storage mechanism for crm and projects. These 2 Apps seem to have different design on how they interact with workdrive for storage. 1. Crm: seems to have files saves at the
                                  • Ask the Experts 27: Onboarding and managing support reps

                                    Hello everyone, We are back with our Ask the Experts (ATE) series for 2026. This year, we bring experts to help you address customer support challenges using Zoho Desk. For our first ATE, we are getting into the human side of customer support. "Every
                                  • Introducing Rollup summary in Zoho CRM

                                    ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that
                                  • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

                                    The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency
                                  • Marketer's Space: Why your open rates suddenly drop to zero?

                                    Hey everyone—welcome back to another post in Marketer's Space! If you regularly track the performance of your campaigns, open rates are probably one of the first numbers you check after sending an email. So it can be quite alarming when a campaign suddenly
                                  • Bulk upload images and specifications to products

                                    Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.
                                  • I'd like to Import Contacts for an SMS Campaign, but they don't have email addresses.

                                    I've got a contact list of about 4000 contacts. Some only have mobile phone and not email. Can I still import the contacts?
                                  • How to sync overtime from zoho people to zoho payroll

                                    Hi everyone, I’m currently setting up Zoho People with Zoho Payroll. While configuring the sync, I noticed I can only fetch Employee Profiles, LOP (Loss of Pay), and enable the Employee Portal. I can’t seem to find a way to automatically pull Overtime
                                  • Bulk Associate Tasks/Task Lists to Milestones (Similar to Issues)

                                    Hello Zoho Projects Team, We hope you are doing well. We would like to request an enhancement regarding Milestone management for Tasks in Zoho Projects. Current Behavior: In the Issues module, it is possible to select multiple issues and easily associate
                                  • Is Zoho Sites still actively being developed?

                                    Hello, Is Zoho Sites still actively being developed as part of the Zoho ecosystem? I noticed that the What's New page (https://www.zoho.com/sites/whats-new.html) does not show any updates since Q1 2025. We were considering migrating our website from Squarespace
                                  • Adding new data to the sheet with most recent data being added to top row.

                                    I am using a form that I built from within sheets.  When the form is submitted, is it possible to have the data entered in (for example) row 2 (since row 1 is the heading) instead of being added into the next available row which should be hundreds of
                                  • need a packing list feature

                                    In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.
                                  • Editing Item Group to add Image

                                    I did not have the image of the product when the Item Group was created. Now I have the product image, and would like to associate/add to the Item Group. However the Item Group Edit functionality does not show/allow adding/changing image. Please hel
                                  • Zoho CRM Queries Now Support Databases and Cloud Data Sources

                                    Hello everyone! We're thrilled to announce a major enhancement to the Queries feature in Zoho CRM! Queries now support a broader range of external data sources, allowing you to fetch live data and combine it with CRM records, all using a unified query
                                  • Re: Application Architecture in Zoho Creator — A Platform-Specific Deep Dive

                                    A recent community post on application architecture made some excellent points about planning architecture early in Zoho Creator projects. The core message is right — Creator applications have a habit of growing organically into maintenance nightmares,
                                  • Introducing a smarter, faster, and more flexible charting experience

                                    Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
                                  • Zoho Bookings - Feature Request - Services Which Include A Resource and Consultant

                                    Hi Bookings Team, My feature request is to have the ability to add Consultants and Resources to Services. Use case: Your business provides first aid training and there are certain equpment you require to provide the half day training. There are only specific
                                  • Assign Meeting in records

                                    It would be nice to be able to "call and assing" meetings from a record, for example from a Deal. Right now - calendar is synced with CRM - meetings show in calendar - you can go in each meeting and assign it to a record It would be nice to be able to
                                  • Sincronizar eventos de Bigin en Zoho Calendar (Zoho Mail)

                                    Hola Me gustaría poder sincronizar mi Calendario de Zoho (Mail) con los eventos de Bigin. No veo la opción disponible.
                                  • Sales Receipts in UK Free tier

                                    Is Sales Receipts available in UK Books, specifically at the Free tier? None of the options from the help pages are available to me.
                                  • My client requires me to have custom pdf file names to except payment for invoices, how can I customize this before emailing.

                                    Hello! I love the program so far but there are a few things that are standing in the way. I hope you guys can code them in so I can keep the program for years to come. My client requires I customize the pdf file names I send in for billing. Can you please
                                  • When I schedule calendar appointments in zoho and invite external emails, they do not receive invites

                                    Hello, We have recently transitioned to zoho and are having a problem with the calendar feature. When we schedule new calendar appointments in zoho the invite emails aren't being sent to the external users that we list in participants. However, this works
                                  • Migrate different zoho subscription to zoho one

                                    Dear We have different zoho subscription we need to migrate it to zoho one. Currently we are paying for zoho email, zoho expense, zoho payroll etc under different admin We need to move it too zoho one flexlible plan for all my employees
                                  • Bigin use in hospital- Human Med or Veterinary

                                    I am looking for users who are in either human or veterinary medicine and use the CRM specifically for referral management tasks. Are you using the basic version? How many users update the CRM and is it effective? Did you pay for additional customizations?
                                  • Standardize email communication with Signature Template

                                    Maintaining a consistent and professional signature across all outgoing emails is essential for any organization. However, when users manage their signatures individually, it often leads to inconsistencies like varying formats, missing designations, or
                                  • Zoho Books: tax is not automatically pulled from product-data anymore - why?

                                    Hi, until a short time ago, you could set a default taxrate for each product/item. This taxrate automatically appeared each time the item was chosen in an invoice or quote. Why does this not work anymore? The field is still there at the product record,
                                  • Setting up property management in Zoho Books

                                    Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
                                  • Zoho Creator to GMAIL API Setup - Where Do I Begin?

                                    Does anyone know how to connect Zoho Creator to Google Workspace (Specifically GMAIL?) We have FLOW setup and working fine to send emails via GMAIL, but Flow doesn't accept file attachments which is a major problem. So, we need to be able to send an email
                                  • Kiosk Page Refresh

                                    We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when
                                  • Setting GC session variable programatically in a website

                                    Hi! Is there a way now to programatically set session variables from a website for a Guided Conversations? The current available methods are dependent on react-native.
                                  • Ticket Merge Error

                                  • Refresh frequency

                                    Dear Zoho Team, I really, truly appreciate that Zoho Books gets frequent updates. As a matter of fact this is how a good SaaS company should stay on top. However, I feel that I have to hit refresh almost every day. This was exciting at the beginning but
                                  • Update application by uploading an updated DS file

                                    Is it possible? I have been working with AI on my desktop improving my application, and I have to keep copy pasting stuff... Would it be possible to import the DS file on top of an existing application to update the app accordingly?
                                  • Next Page