Emailing price announcement letters in bulk
In Planon you can send multiple price announcement letters in one go.
This feature uses bulk mail merge functionality
 | • Optionally, you can configure Planon to automatically fill in the email subject. To do so, you must make sure that the Email subject report references a data only report to be used for specifying the email subject. • If you want to send price announcement letters as PDF, make sure that on Price announcement forms the Save as PDF is set to Yes |
1. Select a number of contracts for which you want to send price announcement letters and click > .
The Price announcement forms dialog box appears.
2. Select the mail merge report that you want to use and specify a date range.
3. Click Send email.
• If you click Print, all price announcement letters will be downloaded (docx) or shown (html template).
• If you click Create only, the price announcement letters will be created, but will not be processed further.
Emails containing price announcement letters are now sent.
In contrast to bulk emailing, you can also email a single price announcement letter, in which case the Edit email option is also available.