Step 3: Generating Your Offer
Select the Chosen Offers tab.
In the top panel labeled Chosen Offers you can view all the
offers you have saved. By default all offers are checked. If you wish
to delete one or more offers, uncheck the offer by clicking on it and
click on the Delete Unchecked Offers button. After you confirm
the deletion of the offers, they are removed from the Chosen Offers
The first step in generating an offer
letter based on your chosen offers is to setup an offer letter
template. To do this click on the Edit Offer
Letter Template button. The dialog box in Figure 7 appears.
Figure 7: Offer Letter Template
The Offer Letter Template
consists of a Header and Footer. The header normally
consists of your salutation and the footer consists of your closing.
If you already have created an offer letter template, you can load it
from disk by selecting File->Load from File from the
Offer Letter Template menu. Likewise after you create an offer
letter template, you can store it to disk by selecting File->Save.
Once you are satisfied with your template click on the Save
Now it is time to generate your offer
letter. Make sure you have your desired offers selected within the
Chosen Offers panel and click on the Create Offer Letter
button. Your offer letter appears within the Offer Letter
panel. You can then choose to print it, save it to disk, or copy it to
the clipboard for pasting it into another editor (such as Microsoft
Word) for enhancement. See Figure 8 for an example of a generated
Figure 8: Initial Offer Letter