How to generate a sales advice letter
Click into the Contracts section, then select the contract you'd like to generate the letter for
Check that all contract details have been entered including vendor details, purchaser details, solicitor details from both parties, deposit amount and deposit date.
In the right sidebar, click on the sales advice letter you'd like to generate (either the 'Sales Advice Purchaser's Solicitor' or 'Sales Advice Vendor's Solicitor')
Check all the details of the letter have been completed and edit the letter where required
Tick the 'include header' and 'include footer' check boxes if you are printing on blank paper, or leave them blank if printing on letterhead.
Scroll to the bottom of the page and click Print
How to edit the sales advice letter template
In the CRM left menu, select Admin, then select Letters
Click the Letter Templates tab
Select the letter you would like to update. By default there is a 'Sales Advice Purchaser's Solicitor' and 'Sales Advice Vendor's Solicitor' template
Edit the text as required and use the Add field section to dynamically load data on to the template
Once finished updating, scroll down and click Submit
Watch the video below for an explanation on how to edit and generate a sales advice letter.