Sonoma Enterprises - Active Agent

Active Agent for Outlook - Quick Merge Document


Need to send a quick letter to a contact, or even create labels or envelopes. Do it with a few quick clicks!

Never again have to fumble around in Word to figure out how to merge Outlook data into a form letter, create labels or envelopes. With Active Agent for Outlook you just select the contact, click on the send letter option on the toolbar and select the letter/label format; it is that easy!




Some of the features of the Active Agent Quick Document Merge:

  • Available letters and labels

  • 7 Year Plan - 84 professionally written letters all set up to merge the contact's default mailing address that the top of the letter and your contact info at the bottom.
  • 81 of the most popular Avery Label formats
  • Standard Business Envelope
  • Merge for groups of contact in a few clicks based upon category, birthday, anniversary date, etc.
  • Generate for highlights/selected contacts with 3 clicks



Manage your Merge Templates

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Merge to Contact from Contact List

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Merge to Contact from an Open Contact 

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Merge to a Group of Contacts

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