Document Merging

You can upload and store all of your regularly used document and letter templates in iDashboard as well as merge them with your listing and contact data.

This user-friendly feature saves your staff time, because each document or letter only needs to be proofed and uploaded into the iDashboard document library once. Once the document has been set up and uploaded, all you have to do is download the document from your property or contact and all the data you require will be merged into the document.

Users can upload both single merge documents used for one property or contact or bulk merge documents that can be merged with thousands of contacts.

Merge any type of document:

  • Thank you letters
  • Congratulations letters
  • Solicitor facsimile templates and letters
  • Newsletters and market updates
  • Custom sales advice forms

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Who we have worked with. We’ve been working with the real estate industry for over 15 years and have worked with some great brands: