Edit document before sending with "send with Zoho Sign" Button

Edit document before sending with "send with Zoho Sign" Button


I would like to start a "Send for Zoho Sign" process for a given deal by using a pre-populated mail merge template, but make changes before sending it.

Is there a way to do as I've described by starting with a mail merge template, making the minor changes to it, then sending it?

I don't want to use the "Mail merge" button, since it is a completely different UI and that confuses our co workers.