How to have a Merge and Sign template at the same time ?
Hi everyone,
I am working on my company's blueprint and I've got a problem using the merge and sign template in zoho writer.
I try to find a way to make Zoho Sign process easier, but I can't use the template fonction for quoting for exemple, because I need to merge my quote information from CRM into my merge template in Zoho Writer.
I connected Zoho Sign and Zoho Writer, but I can't apply directly the sign fields into my merge template, I need to merge it and after to redo the whole process to put the signatures for each merged document. I need to have the process in two steps : merge my documents, check if it's fully correct, and then send it with the sign collection when I'm ready, but I'd like to have the sign fields already ready when it's merged and not putting it again and again in every doc.
How can I simplify that ?
Thank you !