Having the ability to change what the delivery method is in a bulk letter would be great - sometime the letter needs to be forwarded to another staff memeber to send, instead of being sent directly.

Now that we can base bulk letters off gift queries - it would be great if the sort dictated in the query would apply to the bulk PDF order. For example, we have quite a few different 'letter codes' - and it would be great if the query being sorted by "letter code" then "alpha" would translate to the bulk letter - making review easier. 25+ years ago this is how my brain learned acknowledgments when we had the mail merge wizard in RE.

We have a lot of options when we go to generate a bulk letter now!

We have a detailed procedure that describes exactly what checkboxes, lists, and templates to select - but it would be great if there could just be a button we press, and a Bulk Letter run would be generated with our saved setttings. Way less risk of generating letters and forgetting to check "apply receipt number"

I would be great if we could support Merge fields in the PDF file name - to allow us to have file names like "{{FirstName}} {{LastName}} {{ReceiptNumber}}.pdf"

This would be a more meaningful way to name pdfs, and more considerate to donors who make multiple donations and save their receipts.

Our organisation has two email addresses that we would like to send emails from for letterbox.

Donations receipts should come from our receipts@ email address, which is monitored by our finance team.

Other communications (e.g. regular giving welcome letters) should come from our donorcare@ email address, which is monitored by the donor care team who can help with more stewardship enquiries (updating details, cancelling regular gifts, etc).

Letterbox currently only supports one sending email address, which we set up to be receipts@ initially.

The current workaround is for one team to forward messages to the other, which while workable isnt the smoothest.

Could letterbox support more than one sending email address, and have it pivot on the template?

Hi,

Our organisation maintains different templates for each of the two send methods. So, the receipts for Tax Appeal 2026 will have two templates. One for Email, and one for Mail.

Mail templates are printed on our pre-printed letterhead. This letterhead incldues our logo up the top and our contact information down the bottom. Our CEO signs every hardcopy letter.

Email templates are sent as pdfs, and so we include our Logo up the top and our contact information down the bottom as images. A version of our CEO's signature is included as an image as well.

We've made this work by having two Conditional templates (one for mail and one for email) but to be honest it's pretty arduous and very frustrating for the operator, as well as being clumsy to maintain.

The only difference is that the "Email" version includes images of the logo, contact information, and CEO signature.

Could the Conditional functionalty be made to know if a template is being sent by mail or email, and include or exclude particular content based on this?

Add last gift date fields (amount, date, and fund) for constituent letters

It would be useful to be able to select different templates for the gift email body depending on the gifts receipting. (e.g. receipting our payroll deduction gifts needs a different email body compared to daily gifts)

We use Aliases for some recognition information, rather than attributes (custom fields). It would be wonderful if we had the option to use this information in letters. Please consider adding it!

Include the same features used in Bulk Letters for soft credits in the Auto Send email settings

having the ability to add soft credits into giving summaries would be extremely helpful.

We need a way to have a hard copy of the email gift receipts.
Either a PDF of all email gifts receipts successfully sent or the ability to BCC on all emails. (This would allow us to capture the email and gift receipt attachment.) PDF is preferred.

we use the letter code to determine the letter that is generated. that means that every letter type would need to be the same for the soft credit version. We normally onky send the letter to the soft credit (unless it is the spouse). Example- we credit a Fidelity check for a hard credit and Mr. Smith for the soft credit. We only send the letter to Mr. Smith (and let him know the receipt will be ssued by Fidelity).

I would love to be able to preview and edit all the letters in one document before the pdf is generated that would attach each letter to the gift. It can be rather cumbersome to edit each letter page by page if needed or to find an error after the letter is generated and attach a new edited version once the correction is made.

I run a lybnt letter once a month and pull in last gift date and last gift amount. I can not use letterbox to do this letter currently because those merge fields are not available.

Add a checkbox to the bulk letter run page to be able to select and delete multiple letters at a time instead of having to go into the three dot menu and delete one at a time.

It would be really helpful if address fields were dynamic so when mailing an organisation we could pull the main contact address not just the org address.

Ability to create an Auto Send Letter trigger with Criteria allowing us to select a specific a Gift custom field. This would allows us to select all gifts with the Gift Custom Field that tells us the donation was received from a specific donation form and automate the receipt.

One consolidated tribute letter listing all donors for the acknowledge of the tribute.

It would be great to control/edit/alter the confirmation emails. Currently it goes to the user that created it not the user who needs to see it.

The ability to disable and/or edit recipient would be useful.

It would be very helpful when reviewing ready letters in bulk letter view, if it was possible to edit or swap the displayed contact name and email address for an organization.

This way, if we see that a letter is currently going to a different contact+email than intended, it can be easily changed within Letter Box before sending.

Adding Campaign/Fund/Appeal attributes into conditional template and gift letter merge.

Are there limits to the margins when configuring templates? Why can I not adjust the margins to be more than 5cm?

We'd like to create an obituary report. Not a letter but a report. We would choose the deceased constituent and print a one-page report including their obituary, which is stored in Notes in RE NXT. It would be nice to link to other tables too, such as Relations. This report would be helpful in stewardship of the family and friends of the deceased.

Primarily this would be useful to attach additional documents to emails sent from Letter Box