Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Send approved customer updates and mark uncertain sends for review.
Your approved draft becomes personal emails, while your shared sheet shows who was sent a message and who needs attention.
Send customer mailings and record each confirmed send.
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 customer emails and track each contact's send status.
You get personalized emails sent from your workbook tab, with sent rows marked and problem rows called out for you.
Send each approved notice with the right customer details and track exceptions.
Your customer notices go through your work email with account details from your spreadsheet, and send results stay beside customer rows.
Send approved customer updates and report skipped addresses.
Your reviewed mail merge goes out as personal emails, with a clear card report for sends and rows that need fixing.
Send approved handoff messages with files and record each send result.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Send approved customer updates by name and track failed sends.
Your usable contacts get personalized emails, and you get a clear report of every send, skip, and failure.
Send approved customer updates and flag incomplete contact details.
Your group mailing goes out from the team mailbox, with duplicate addresses skipped and a reply showing sends and exceptions.
Send approved customer updates and track each accepted send.
Your mail merge goes out from the team mailbox, with a clear account of sends, skipped contacts, and messages needing review.
Send each approved customer text on time and report its result.
Your personalized customer texts reach the sending service when due, and a reply tells you what happened or needs attention.
Send revised customer updates only to contacts not emailed earlier.
Your mail merge reaches the people still waiting after you approve a revision, with earlier recipients skipped and a report on anything that needs fixing.
Send approved customer updates to permitted addresses.
Your Excel mail merge goes out after address and do-not-contact checks. You get a row-by-row report of sends and exceptions.