Create type-specific letter campaigns, pull recipients from live data modules, personalize templates with placeholders, preview output, and generate downloadable PDFs at scale.
Demo coming soon
Campaigns
Create campaigns by source type, add recipients directly from Companies, Properties, Plannings, and Probates, then generate item PDFs and merged downloadable packs.
Edit sender fields, logo/signature URLs, title, and body with campaign-type placeholder tokens.
Add items directly from Companies, Properties, Plannings, and Probates with recipient overrides.
Preview item output before generation, then render campaign PDFs via the built-in generator.
Combine generated item files into a single merged PDF with processing/status checks.
Digital letters by source type
Type: Probates · 64/100 items
Type: Companies · 100/100 items
Letters campaigns are tightly wired into source modules, so you can add recipients in-context, preview output, and generate PDFs without external mail-merge tooling.
Add company records with officer-rich snapshots into company-type campaigns.
Use normalized property addresses and energy/context fields in property campaigns.
Pull executor/applicant-centric recipients from probate and planning detail views.
Use campaign-type placeholder sets for recipient and source data merge fields.
Companies
Properties
Probates
Campaign Queue
Type-safe items + recipient overrides
Generated PDFs
Per-item files + merged download pack