How to Mail Merge a Sales Document

Modified on Thu, 21 Mar 2024 at 09:16 AM

Mail merge enables you to automatically have your documents filled in. This includes:

  • Memorandum of Sale

  • Confirmation of Offer (To Offerer)

  • Notification of Offer (To Vendor)


This article is linked to how to create a Sales Mail merge document (hyperlink here)


1. Creating a merged Unit document

Either do this via Sales unit index page or within the Unit>Unit documents>mail merge

  

Once the tab has opened, begin to select the mail merge template and then press continue and complete the merge

 


2. Creating a merged Offer document

Go to a Unit> offers (create Offer) > create Mail Merge 


This is linked to how to create an offer


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