Can We Include Recipient Details Mail Merge Templates in the Zoho Sign Extension?

Ok, hear me out, because this is kind of a niche feature, but it would be SUPER nice:

We use Mail Merge templates in CRM for our contract creation (we don't use a Zoho Sign template, for a variety of reasons).

When we upload contracts from a mail merge template, it forces us every time to enter the recipients. When we use a Zoho Sign template, it automatically populates these fields (either with merge values from our CRM or emails we've filled in), but it doesn't work that way when using a Mail Merge template.

Is there a way we could get those recipients to populate using the Mail Merge templates?

 

Peter Fuller

Camber Dynamics - Zoho Authorized Partner

www.camberdynamics.com

sales [at] camberdynamics.com

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