Generating and Mailing Documents
Pebble lets you generate and send documents quickly and easily. To see our current Print, Mail, and Map mailing rates, please click here.
Go to Settings, then Templates in your Pebble Dashboard; you'll be presented with a variety of document templates that are available for your account.
Click on Add Template
In this example, we'll be using the Blind Offer Letter
Click Add template
Once you're in the template, give it a name that'll make it easy for you to identify under the Template name. You'll be able to do this by clicking on the editing icon next to Template.
Now you can move on to the main body of the document.
The top of the document has a range of options to help you with formatting and customization. You can also add pictures, tables, and placeholders.
The address area is a space where you can add your address, and this can be toggled on and off as you require.
Placeholders are pieces of text that will be replaced when you generate a document for a specific property.
The template editor has many placeholders, which are explained as follows:
- Price: Represents an offer price for one or more properties.
- Price Words: Same a "price" but spelled out in words.
- Campaign > Mailer Code: Represents the campaign's mailer code.
- Property: Placeholders that have to do with a property, such as APN, Acerage, Legal Description, County Name, etc.
- Seller: Placeholders that have to do with the property seller such as Name, Phone, Address ZIP, etc.
- Buyer: Placeholders that have to do with the property buyer.
- Dates: Placeholders for easily generating dates, ranging from the current date to the current date plus 180 days.
Once you've made all the changes to your template, click on Preview.
If you've not added placeholders at this point the document will just generate some dummy data so you can see what the final document could look like. The file will download as a PDF automatically.
If you're happy with everything, switch back to your Pebble Dashboard and click Save Changes.
Copying a Template
Find the template you wish to edit by going to Settings > Templates in your REI Pebble Dashboard.
Click Edit Template on your preferred document.
On the top right-hand side of the screen, you'll see three small dots. Click on that and select Copy.
You'll then see a notification at the top of the screen verifying the copy was successful.
Generating a new Document
Once you have all your property document templates prepared, you can assign them to individual properties.
To do this, head over to Properties in your Pebble Dashboard
Locate the property you're wanting to assign a template to and click on it
At the top, click on Documents
Click on Generate Document
You'll then be presented a model showing all your templates and the option to upload a new one too:
Select the document you wish to generate
You'll then see the document generated with all the appropriate placeholder text imported.
To generate placeholder text for additional records, click the Add button next to properties or contacts list . Also, by clicking on the "x" next to the property or contact, you'll be removing that property or contact and the placeholders associated with them in the template.
You can also directly edit placeholders by simply clicking on them on the left-hand side:
When you're ready, click Save to save and generate the document.
You'll then see your generated document. You can download the document to your computer or mail your document by following the steps below.
Mailing a document
Any pdf document can be mailed to one or more recipients. Open a document click on the Send New button to add it to your mail queue.
You'll be redirected to a page that lets you select some options before sending.
Mail Type: First class or standard
Print Type: Color or Black & White
Address Placement: Choose to insert it on a blank page or the top corner of your letter
Double Sided: Select Yes or No
Return Address: Your address
Recipient Address: Address your mailer is going to. To add a new address, choose one of the three options (Choose, Upload CSV File, Select From Map).
Once you're finished, click Send to send your Mailers
By using the Choose option, you can opt to send out the document to someone associated with the document's properties.
By using the Upload CSV File option, you can upload a list of specific addresses that you'd like the document to be sent to
By using the Select From Map option, you'll be taken to a map in which you can select one or more properties to send the document.
In order to pick more than one parcel of land, press Shift and left-click the mouse once simultaneously. Then, move your mouse (without clicking) across the parcels of land that you would like to choose. Please keep in mind that you can only choose 1000 parcels or less at a time.
You'll be able to see the properties that you selected in the parcel selector map. If you feel satisfied with the properties you selected, press submit.
Generating the document for multiple properties
If, for example, you have a seller that wants to sell you two properties, you can generate a document for multiple properties in one step.
Go to the Sellers tab on your REI Pebble Dashboard
Click on the Seller
Go to Select > Add Document in the Properties tab
You then follow the steps we outlined above to generate and send the property document.
The above also works the same under the Buyers tab too.