Do you regularly use the Letter of Intent (LOI) functionality? If so, you may want to create one or more LOI templates to use each time you need to launch an LOI. The process is similar for creating any template. 

Basic Steps

  • On the Create tab, start with InfoReady templates > Funding template.
  • On the Details page, make sure to select "Yes" next to "Is this a Letter of Intent?"
  • To save time, build as much of the second phase into the LOI template as possible. 
  • Once all pages are built out as much as possible, make sure to select Save as Letter of Intent Template on the Finalize page.
  • Going forward, to create an LOI from the template, select Create > My Templates >name of your LOI template


Tips & Tricks

  • Super/Global admins can share templates with other administrators.
  • Do you use the Pivot integration? Push directly into an LOI template for any 2-phase opportunity.
  • Need separate templates for various LOIs? Make templates of templates! Start creating a new LOI, make modifications  the pages as needed, then save with a different name on the Finalize page.


Have more questions about this topic? Go to the Community Forum to pose the question to other users or submit a support ticket to InfoReady.