Letter & document templates

One engine for every document

An auction house produces dozens of documents: receipts and sale contracts, description and results lists, invoices and reminders, consignor statements, payment confirmations, bidder sheets and letters. In Selloff they all use the same template engine, so the house style is defined once and applied everywhere.

How templates are built

A template is a sequence of blocks: text, a lots table, a signature area, and more. Each block has a width, offset, colours, border and padding, and can start on a new page; the page itself can be portrait or landscape, with or without header and footer. Texts are written for each language and use placeholders, chosen from a picker, for names, addresses, amounts, lots or branch details. If/else conditions adapt a paragraph to the case, for example when documents are addressed to a representative.

Each template also stores its email subject and body and a file-name pattern. Several templates can exist for the same document type, and a template can be duplicated as the starting point for a new one.

Letters in one click

From a contact, an opportunity or a campaign, you start a letter from a template (a blank letter is provided); Selloff fills in the salutation and the contact's details, and prints on the letterhead of the branch you choose. Blocks marked as editable can be adjusted before printing or sending. Campaign letters go to all selected recipients in one run.

Filed automatically

Every document printed for a client or sent by email is saved on the contact's activity feed, linked to the consignment, receipt, invoice or other record it concerns. Several documents can go out in a single email, and bulk runs are processed in the background. See client records and email tracking.