A document automation platform your team will love.
A document automation platform your team will love.
We've come a long way from using paper clips and fax machines to run a business. But let's be real—manual tasks still take up a huge portion of our workday.
Meet Zoho Writer. It's more than just a word processor—it's your ticket to faster, smoother work.
Automatically create and ship documentsyour way
Sending out a huge batch of personalised, time-sensitive documents can feel challenging. That's why Document Merge comes with a powerful set of tools to help you create, fine-tune, and ship documents right away.
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Transform your existing documents or design impressive templates from scratch. With the intuitive template builder, you're just a few clicks away from creating professional proposals, invoices, reports, contracts, and more.
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Effortlessly personalize documents with mail merge. Fetch information from multiple data sources, pre-fill documents with accurate information, and finally ship them out—without errors or wasted time.
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Create the ideal post-merge workflow to save, share, sign, and secure merged documents. From emailing merged docs to attaching copies to your favourite apps—you can instantly integrate Zoho Writer with your existing workflows.
Create hundreds of prefilled forms in one go
Automation templates are a breeze with Zoho Writer—just choose from our library and quickly start customizing—this is data collection at its easiest. It's perfect for creating legal documents, order forms, tax forms, insurance forms, NDAs and more.
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Our templates can be prefilled in minutes with data from a CSV file, business applications, or just about any other data source.
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Verify the data your respondents have filled out and show automated pop-ups when the data is incorrect or incomplete. You can execute formulas for the respondent to calculate costs, estimate delivery time, and more as they enter data on the form.
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What happens to the responses after form submission is completely up to you. You can save them to your CRM, send a fun acknowledgment to the respondent, redirect them to another page, or even send a copy of the form with all the details.
Scan, digitize, and customize paper forms into fillable forms
Ditch the paper and switch to digital. Zoho Writer turns bundles of paper forms into fillable, dynamic web forms and PDFs instantly—it's time to say goodbye to the filing cabinet.
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Scan static paper forms or PDFs into interactive forms using AI. Customize and revamp your forms by adding fillable fields, sign fields, barcodes, drop-downs, and branding elements.
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No more form-sharing struggles—share them as a link or embed them in your app or webpage so they're always accessible from anywhere.
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Customize and automate your post-submission workflows. You can save data to another app like Zoho CRM, collect e-signatures, acknowledge users with a personalised message, or send them a copy of the response—it's all up to you.
Get your documents ready and digitally signed in minutes
Initiate and manage all your agreements—vendor contracts, NDAs with partners, employment contracts and more. Set up customized workflows that help you automate signature collection, send reminders, and view each document's status—all from one seamless platform.
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Speed up your document signing process with custom signature templates and workflows. You can autofill signers and other important details to get documents ready in no time.
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Automate your document signing process using custom workflows. Assign roles, define signing orders, and set specific conditions for alternate or additional signers. They'll get notified once the documents are assigned.
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Set up automated email reminders and view the signing status of your document to avoid delays. You can customize post-signature workflows to suit your needs—save to folders, link to CRM records, email to users, and more.
