Opportunity Letters

Once one or more opportunities have been created and assigned to profiles, opportunity letters can be generated in a batch or individually.  

Opportunity Letter Templates

Prior to creating opportunity letters, load an opportunity letter template in System Data. Example templates are available or new ones can be created using the Opportunities Letter - All Fields example. Templates Overview provides guidance for building and uploading templates.

Process Letters In Batch

1. Navigate to the Opportunities page.
2. Click the My Open, All Open, My Open/Closed or All Opportunity Bucket.
3. Apply filters if needed.
4. Click Print Letter in the left-side menu.
   
   • A list of open opportunities in the bucket you selected, with the applied filters, will appear on the next screen.
   • Letters for closed opportunities cannot be generated.
5. Check the box for the opportunities for which letters will be generated.
6. Select PDF or Word.
7. Click Print Opportunity Letters.
   
    
8. Click [Yes] to generate the file.
   
   
   

A background job will be created above the opportunity table. Periodically refresh your browser. The opportunity letter file will be available once it is completed.

Process Letters Individually

Opportunity letters can be processed individually. Use the batch method and select a single opportunity or follow the steps listed below. 

1. Navigate to the Opportunities page.
2. Click the My Open, All Open, My Open/Closed or All Opportunity Bucket.
3. Click the ID of the opportunity for which the letter will be generated.
   
   
   
4. Click Print Letter in the left-side menu.
5. Click a Download Letter option.
   • A new tab with the opportunity letter will open with the letter ready to be downloaded in the selected format.