Qube PM Consultancy Package - Correspondence

Mail merge functionality allows system users to produce a batch of documents personalised for each recipient. This consultancy package will include the provision of standard templates and guide you through how a variety of documents can be produced, created and modified.

Why?

Produce professional-looking documents, and benefit from increased efficiency when producing personalised correspondence across a great number of tenant or supplier records using mail merge functionality. Reduce overhead costs by leveraging standard functionality to produce and send document outputs via email. Upskilling a core team on this functionality will enable the business to create and amend templates as required.

Includes

This 2-day consultancy package includes:

• Addition of standard wordlink tenant form templates including invoice(s) & notices, Tenant Statement, Payment Acknowledgement, Application for Payment, Service Charge Statement(s) (Budget & Actuals), Tenant Letters, Direct Debit letters, VAT receipt
• Addition of standard wordlink supplier form templates including Orders, Remittance Advice
• Review tenant ‘Demand Suites’ for the above form templates
• Setup of standard email correspondence templates
• Provide training on producing mail-merge forms for tenants and suppliers
• Provide training on creating/amending form templates
• Provide training on amending email templates