Related

• Booking documentsScreen

  The letters and agreements generated for one booking, such as the allotment letter, together with the receipts of its payments and the letters of its demands, with the button to generate another from a published template and the icons to preview, download, email, void or delete each one.

• DemandScreen

  One demand: the installments it bills, its amounts with GST, the expected TDS and what is payable in money, the receipts and TDS credits against it and how the money is placed on the charges, with the actions to edit, issue, cancel or delete it.

• Opportunity (Overview tab)Screen

  One buyer's enquiry on one project: who they are, what they want, the current estimate, the latest activity, documents and tasks, with the pipeline actions (estimate, assign, book, mark lost, reopen) in the header.

• EstimateScreen

  One estimate version: its charges by group, payment plan, approvals, unit and parking hold and validity, with the lifecycle actions to send, finalize, request approval, approve or reject, extend, cancel, version and book.

• Society & TenantsScreen

  On a redevelopment project, link the society being redeveloped, keep its members and the project's landowners and PAP tenants, and give each of them an offer that allots new units and sets the benefits the developer pays.

• Generated documentsScreen

  The organization-wide log of every document generated from a template or uploaded against a record, where you preview, download, email, void or delete them.

• Document templatesScreen

  The list of your organization's document templates (demand letters, offer letters, termsheets, agreements, allotment letters, receipts, cost sheets), with filters and the actions to create, duplicate, open or delete one.

• Put a starter document template into useHow-to

  Review one of the six starter templates that come as drafts, preview it against a real record, publish it, and switch on the system workflow rule that sends it automatically.

• Design a new document templateHow-to

  Create a document template for a record type, write its wording with merge fields, repeat a table row for line items, show a block only when a condition holds, preview it against a real record and publish it so people can generate documents from it.

• Email, void or delete a generated documentHow-to

  Send a generated document to the buyer as an attachment, cancel one that is wrong by voiding it (it stays on record with its number), delete one that was never sent, and trace what happened in the audit log.

• Issue an offer with its letterHow-to

  Publish the offer letter template once, then issue a draft offer so the letter is generated and filed with it and the offer moves to Issued.

• Book a unitHow-to

  Turn an approved estimate into a booking: review what was approved, add the co-applicants and their shares, set the booking date and book, then record the agreement details and any co-applicant who joins later.

• Generated documents: offer letters, cost sheets, void and supersededConcept

  A generated document is a numbered, filed rendering of a published template against one record, kept with its merged text, template version and file; offer letters are generated when an offer is issued and supersede the earlier ones, cost sheets print an estimate for the buyer, and a void or superseded document keeps its number and shows a watermark saying what replaced it.

• Numbers and series: documents, bookings, demands, payments and vouchersConcept

  How NirmaanOne numbers what it creates: generated documents, bookings, demands, demand runs, payments, payout runs and revenue runs take a prefix, the Indian financial year and a five-digit serial (BK-2026-27-00007), while vouchers are numbered on posting from their voucher type's prefix, padded counter and suffix.

• Document templates, published versions and letterheadsConcept

  A document template is an HTML letter with merge fields written for one record type; publishing it freezes a numbered version that generation uses while the draft stays editable, and a letterhead (the template's own, else the project's, else the organization's default) supplies the logo, header, footer and page layout around it.

• Generate document has nothing to offer: no published template for this record typeTroubleshooting

  Documents are generated only from published document templates of the record's type; the starter templates (cost sheet, allotment letter, offer letter and others) ship as drafts, so until someone publishes one, Generate document has nothing to pick, offers issue without a letter and workflow rules that generate the template fail.

• Template will not save, publish or render: a tag, expression or the HTML is wrongTroubleshooting

  A document template, message template or rule action that carries a broken merge tag is refused when saved or published, names the field and the line; a template that parses but fails while filling in a record, or whose HTML the PDF or Word engine cannot lay out, fails at preview, generation or sending; the editor's own dialogs and fields have their own checks.

• "No access" or "You do not have permission": your role lacks a permissionTroubleshooting

  Every screen, button and picker is gated by a permission on a module; your role decides which you hold, so a missing one shows as a No access card, a refused action, a greyed-out button with a hover reason, or a picker that explains which permission it needs.