Mail and quotes
Choose a mailer template and review the result
Pick the piece your company intends to send.
Before you start
Have your branding and rates saved before reviewing a customer-facing piece.
Follow these steps
Open Mailer templates and inspect the available designs and formats.
Use the preview available for the design to check its layout, address, logo and QR area.
Choose the design through the screen’s assignment or Use this one control.
If asked whether waiting pieces should change or keep their current design, choose deliberately after reviewing the affected work.
Review a real sample piece before mailing a larger run. Confirm the PDF’s actual paper size matches the selected format.
The selected design is assigned as intended, with a reviewed sample.
If something looks wrong
- Design needs approval? The current approved design can remain in use until the new one is approved and selected.
- A postcard PDF looks like letter paper? Send support the template name, run reference and PDF before printing.
RELATED WALKTHROUGH
Choose your mailer and email wording
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Choose the right piece
Open Company settings, then Mailer templates. Review the available design and format. Preview the piece before assigning it to your company.
Make a copy your own
Make it mine starts a copy you can edit. Save your design and complete any review required for your account. Confirm which design is actually assigned.
Write your quote email
Quote email holds the default wording. Use the supported placeholders shown on the screen, and wait for the save confirmation.
Check the sent record
When you email a quote from a house, verify the recipient and message first. After sending, check Emails sent. A sent record does not prove the homeowner opened it.