How do I send letters through Nimbus?

Using Nimbus to send D2V letters to sites that you have saved.

Once you have saved your opportunities into a stage within mysites, you can then select the stage that you wish to send letters too.

You can then upload or choose a template.

Once you have selected which data you want in the relevant fields, you can down load the letters, sign and send them. 

By the end of Q1 2025 you will be able to use the Stannp.com integration to send your letters saving you even more time.