How to Send a Letter in BigContacts

Sending letters through BigContacts allows you to maintain professional communication with your contacts while recording all interactions. Instead of manually drafting each letter, you can use pre-designed templates to save time and ensure consistency.

Why This Feature is Useful

• Saves Time – Use pre-made templates to draft and send letters in just a few clicks.

• Keeps Records Organized – All sent letters are associated with the contact, making it easy to track communication history.

• Maintains Brand Consistency – Standardized templates help ensure that messaging remains uniform across all contacts.

When You Might Use This

If you regularly send formal communications like contracts, follow-up letters, or business proposals, this feature simplifies the process. Instead of drafting a new letter each time, you can personalize a template and send it directly from the contact’s record.

Steps to Send a Letter

1. Set Up a Letter Template (If You Haven’t Already)

Before sending a letter, you need a saved template. If you don’t have one, follow this guide to create a letter template.

2. Open the Contact’s Record

Locate the contact to whom you want to send a letter and open their record.

3. Select "Send Letter"

Click "More" and hover over "Send Letter." A list of available templates will appear.

4. Choose and Open a Template

Select the template you want to use. It will open automatically in Microsoft Word.

5. Customize and Print

If needed, edit the letter in Word, print a physical copy, or save it as a digital document.

That’s it! Your letter is ready to be sent. Feel free to contact our support team if you have any questions or run into issues.