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.