contactaccountGenerate a letter from a Dataverse contact
The simplest document is still the most common: a letter to a contact with their name, address and a date at the top, and a paragraph or two that varies by the record. Welcome letters, renewal notices, appointment confirmations, membership cards.
VerseDocs ships a Letter starter in Template Studio that already has the bound header and body. Add your text, generate from the contact form, or select a view of contacts and generate for all of them in one go. The generation date comes from a built-in {{date}} token in the generating user's time zone.
Unlimited watermarked use, no time limit. $2,400 a year per tenant removes the watermark.
From record to letter in 3 steps
Create from the Letter starter
Template Studio, New Template, bound table contact, Starting point: Letter starter. It generates a .docx bound to the contact with {{date:yyyy-MM-dd}} at the top, ready for your text.
Write the body
Type your letter. Use {{contact.salutation}} {{contact.lastname}} for the greeting, {{contact.parentcustomerid}} for their organisation, and {{#if}} around any paragraph that only applies to some contacts.
Generate one or many
Open a contact and click Generate document, or select contacts in a view and use the bulk button. Each contact gets its own file on its own timeline.
Start from a starter
The Letter starter is generated by Template Studio, so it is always aligned with the version of VerseDocs you have installed. The case summary starter shows the same header pattern in a downloadable file if you prefer to begin from one.
Tokens in the template
{{date:d MMMM yyyy}}
{{contact.fullname}}
{{contact.address1_line1}}
{{#if contact.address1_line2}}{{contact.address1_line2}}{{/if}}
{{contact.address1_city}} {{contact.address1_postalcode}}
Dear {{contact.salutation}} {{contact.lastname}},
{{#if contact.parentcustomerid}}Thank you for your continued business on behalf of {{contact.parentcustomerid}}.{{/if}}Paste any of this into the template playground with the sample data to see it render in your browser.
- How many letters can I generate at once?
- The Generate document button on a view handles up to 100 selected contacts per run, processing them a few at a time and attaching each letter to its contact. For thousands, a flow calls vdocs_TemplateBatch a chunk at a time and receives each chunk as a zip or one merged PDF.
- Can the letter be merged into one PDF for printing?
- Yes. Generate each as PDF from a flow and pass the results to vdocs_PdfMerge, which returns one file with a page or more per contact.
- What if a contact has no address line 2?
- The {{#if contact.address1_line2}} wraps that paragraph, so the line is removed rather than left blank. A field that exists on the table but is empty on the row is null, not missing, so it never causes an error.
Rendered in your tenant. Priced per tenant.
VerseDocs is a managed solution of Dataverse plug-ins. Templates, field values and generated files stay in your environment. Try every feature free with a watermark; one licence key removes it for every environment, user and document in the tenant.