Send brochures

You can send a brochure in onOffice in various ways – as a PDF brochure, as a interactive brochure via a link or even automatically. 

Prerequisite:
The brochure must be created and activated in PDFdesigner or as a interactive brochure.
Instructions for activation in PDFdesigner:
Create PDF brochure 
Create interactive brochure 

Select brochure in an e-mail (attachment):

• Open the desired prospect or call up the “Write e-mail” function directly from the property (via the action bar).
• Under Attachments , select the desired PDF or interactive brochure from the list.
  • A link is automatically inserted in the interactive brochure instead of an attachment.

Agreement link and templates:

• Use the macro _agreementLinkin your email template. You can find more information on Withdrawalhere.
• The recipient must then give their consent (e.g. due to the right of withdrawal) before viewing the brochure; this is in line with standard estate agent and data protection practice.
• Templates can be created or customized under Edit >> Templates/Files .

Answer portal requests quickly:

• For portal inquiries, you can select a suitable template and the brochure directly from the inquiry function.
  Instruction video: Configure ‘Answer portal requests directly’ (from 2:17) 
• As soon as a portal request has been assigned to a contact and a property, a button “Answer portal request directly” appears in the e-mail.
• With one click, the appropriate e-mail template stored in the basic settings or groups, including the synopsis, is automatically used and sent.
• Further information on portal requests can be found here.
• The brochure is then sent based on the assignment in the e-mail.

Alternative: own PDF brochure (without PDFdesigner):

• You can also add a manually created PDF to the email attachment.
• Simply select and add under “My attachments” in the e-mail dialog.