Managing PDF documents Using Zoho Creator 

24.03.23 04:07 PM By Praveen Kumar J

 “There’s no shortage of remarkable ideas, what’s missing is the will to execute them.” – Seth Godin 

Introduction 

In today's digital age, PDF documents have become a ubiquitous file format for sharing information. However, it's not uncommon to find yourself with multiple PDF files that need to be merged into one for easier organization or sharing. That's where PDF merge applications come in handy.So, whether you're a student, professional, or anyone who works with PDF documents regularly, this blog will provide you with valuable insights on how to merge PDF files quickly and easily. 

Use Case 

Let's say you have a company where you send life insurance quotation to client based on the need and also merge a catalogue along with all the other product details for reference to the client.

Here's how it could work:

  • The life insurance agent or broker gathers multiple life insurance quotes from various insurance providers.
  • Each quote is saved as a separate PDF file.
  • Using a PDF merge tool, the agent can combine all of the PDF files into a single document.
  • The agent can then add a cover letter or introduction to the merged PDF document that explains the various options and highlights any particular benefits of each plan.
  • The merged PDF document can then be sent to the client's business via email or a secure file-sharing platform.

By using a PDF merge tool, agent can save time and effort by combining all of the necessary information into a single document. This can make it easier for the client's business to review and compare the various life insurance options, and can help to streamline the overall process of selecting and purchasing life insurance coverage.

How Zoho Suite Helps in Automating this? 

Zoho offers a suite of productivity tools that can be used to create and manage PDF files, including PDF merge.By using the Zoho suite of products in conjunction with the PDF merge, you can create, manage, and merge PDF files with ease, all from one platform namely a Zoho Creator Application which covers both your business process workflow and digitalized documents share/sign/email. 

Conclusion 

So if you find yourself struggling to manage multiple PDF files, consider using a PDF merge Integration with your existing application to simplify the process and streamline your workflow. In addition, you can leverage the digital signing platforms viz Zoho Sign to get the documents signed digitally as part of compliance.

Praveen Kumar J