SUBJECT:
Sincerely,
DIGITALLY
PREPARED
PREPARED
Workspace / Dashboard
HJ
Good afternoon, Hardik
Create polished, branded business documents from one workspace.
Documents
0
Saved locally
This month
0
Generated in July
Companies
2
Ready to use
Banks
0
In your address book
Follow-ups due
0
No leads yet
Business snapshot — this month
Quoted this month
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0 quotations
Win rate
—
No closed leads yet
Pipeline by stage
Recent documents
| Document | Bank | Status | Date |
|---|
Quick start
Business snapshot — this month
New business letter
Changes appear instantly on the A4 letterhead preview.
Document details
Recipient
Content
Message
Documents
All documents saved in this browser.
Documents
| # | Document | Bank | Date | Status | Action |
|---|
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Companies
Maintain your letterheads and business details.
Companies
| # | Company | Contact | Letterhead | Action |
|---|
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Banks
Keep recipient details ready for the next document.
Banks
| # | Bank | Branch | Contact person | Action |
|---|
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Envelope
Print a standard business envelope — pick who it's from and who it's to.
From (sender)
To (recipient)
Quotation
Prepare one quotation, then generate it on up to three companies' letterheads.
Saved quotations
| # | Bank | Date | Total | Action |
|---|
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New quotation
Fill in the details below, then generate it on up to three companies' letterheads.
Quotation details
Items
| # | Item | Qty | Rate |
|---|
Companies to generate
Company 2 and 3 automatically quote lower than Company 1 by the percentage you set here — applied to every item's rate.
CRM
Track bank leads, follow-ups, and calls.
Lead
Log a follow-up / call
Activity history
Quotations sent to this lead
Message templates
Reusable body-text snippets you can insert into any letter.
Message templates
| # | Template | Preview | Action |
|---|
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Item catalog
Save your commonly-quoted items with a default rate, so quotations don't need everything retyped from scratch.
Item catalog
| # | Item | Default rate | Action |
|---|
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Workspace settings
Shared preferences for this LetterCraft Pro workspace.
Team
Anyone signed in can add a teammate's account below. Everyone shares the same companies, banks, and documents — logins just control who can get in.
Add a teammate
Document appearance
Control what appears at the bottom of every printed document and quotation. Nothing here is fixed — turn either off, or change the wording to whatever you'd like.
Automatic backups
The server automatically saves a dated snapshot of everything once a day. You can also trigger one right now and download it.
Storage
Your companies, banks, and documents are stored on the server and shared with everyone using this app. Export a backup before resetting.