Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send scheduled notices to eligible contacts and report skipped rows.
Your mail merge goes out on the date you choose, using current spreadsheet rows. You get a send log and a list of rows to fix.
Send approved messages to selected contacts and flag incomplete records.
Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.
Send approved customer messages without filling each email by hand.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.