What documents can Makanify generate automatically?

Six core document types: demand letters, allotment letters, agreements for sale (AOS), payment receipts, booking confirmation letters, and possession letters. Custom document types can be configured by creating a new template in Settings, Accounting, Documents.

How are demand letters triggered automatically?

Configure Payment Term rules in the Project, Payment Terms tab. Each rule links a payment milestone (percentage of total received, fixed amount received, or construction stage reached) to a specific demand letter template. When the milestone is hit, the demand letter generates automatically with live customer data and sends to the customer on WhatsApp or email.

Are the document templates RERA-compliant?

Templates are RERA-aligned, meaning they are designed to align with the documentation requirements of the Real Estate Regulatory Authority Act 2016. They include the structural elements RERA expects: project disclosures, RERA registration number, carpet area as per RERA definition, payment receipt format. Final legal compliance remains the responsibility of the developer; we recommend reviewing templates with your RERA legal counsel.

Can I customise document templates per project?

Yes. Templates can be configured per project (in the Available for Projects field). A premium project might use a different demand letter template than an affordable housing project. Different projects can also have different Quote T&Cs that flow into documents.

What happens to existing documents if I update a template?

Templates support versioning. When you republish a template, only future generated documents use the new version; existing generated documents remain unchanged with their original version. This protects historical accuracy for audit and customer reference.

Can I add my builder logo and branding to documents?

Yes. Builder logo (uploaded in Settings, Accounting, Company Accounting) automatically appears on quote PDFs and (configurable) on document PDFs. Builder name, address, GST number, and PAN are pulled from Company Accounting and inserted via shortcodes.

How does the shortcode system work in templates?

Shortcodes are placeholders like {{customer_name}} or {{unit_number}} that Makanify replaces with live CRM data at document generation time. Write a template once with shortcodes; reuse it for every customer. The shortcode list is maintained in Settings, Documents. Custom shortcodes can be added for project-specific data.

Are documents stored permanently?

Yes. Every generated document is preserved on the customer's file and on the unit's record. Audit trail captures when, by whom (or auto-triggered), against which template, with which data. Documents remain accessible after customer onboarding, during construction, at possession, and post-possession.

Is multi-page document support included?

Yes. Templates support multi-page documents (typical for Agreement for Sale). Page breaks are explicit in the template. PDF preview during template editing shows the multi-page layout.

Is documents and compliance included in the Builder plan?

Yes. Document template creation, shortcode automation, payment milestone triggers, multi-page support, audit trail, and project-specific T&Cs are all included in the Builder plan at ₹1,000 per user per month, billed annually. The Broker and Channel Partner plan does not include the document module because brokers and channel partners do not typically run RERA-aligned document automation.

Are there free templates I can download without subscribing to Makanify?

Yes. We provide free RERA-aligned templates: demand letter template (Word and PDF), allotment letter template (Word and PDF), and RERA compliance checklist (PDF). Use them in Word today.

Can I use Makanify documents for legal proceedings or RERA audits?

Generated documents are formatted for legal use, with audit trail showing when generated, by whom, with what data. They are accepted in most RERA audits and customer disputes when supported by the corresponding payment records and CRM activity logs. For specific legal matters, consult your legal counsel; Makanify does not provide legal advice.

Operate

Real estate document automation, RERA-aligned and milestone-triggered.

Demand letters that write themselves the moment a payment milestone fires. Allotment letters that pull customer data live from the CRM. Agreement-for-sale templates with shortcodes for joint owners, payment plans, and project terms.

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Trigger: Milestone · Manual · Scheduled
Format: PDF · multi-page
Shortcodes: Live CRM data

Makanify Realty

RERA · GJ/RAJ/MUM/PCMC/004

Demand letter

04 May 2026

Dear {{customer_name}},

As per the Construction-Linked Plan signed for unit A-1201, Skyline Heights, the next milestone First slab completion has been reached.

Amount due₹14,66,250

Due date18 May 2026

Auto-generated by Makanify · sent on WhatsApp

What it covers

Documents Makanify generates, automatically

Every document is RERA-aligned, branded to your project, and triggered by a defined event in the CRM.

Demand letter

Fires on every payment or construction milestone. Customer name, milestone, amount, and due date pulled live from the CRM. RERA-aligned language.

Allotment letter

Generated on confirmed booking. Joint owner names, RERA carpet area, payment plan, and possession date all populated automatically.

Agreement for sale

Multi-page legally binding template with full terms, payment schedule, RERA disclosures, and signatory blocks. Branded to your project.

Payment receipt

Generated on every payment recorded. Amount, date, mode, bank account, and customer details captured. GST-ready out of the box.

Booking confirmation

Sent the moment a booking is confirmed. Sets expectations for next steps, document timeline, and your project's possession schedule.

Possession letter

Auto-generated at the possession milestone. Handover details, builder warranty terms, and post-possession contact baked in.

Why it pays for itself

Demand letter automation that gives you your team back

A 200-unit project with six milestones generates over a thousand demand letters across construction. Done by hand, that is a full-time role. Done by Makanify, it disappears into the background.

Hours back, every month

60to 120

Sales-coordinator hours saved · per month

For a typical Indian builder running three active projects. Demand letters, allotment letters, receipts, and milestone notices stop being a full-time job and start writing themselves the moment a milestone fires.

That time goes back to actually selling.

Where the hours come from

Demand letters~90% automated

Allotment + booking~65% automated

Receipts + reminders~45% automated

Possession + handover~30% automated

Estimates from sit-downs with builder sales-ops teams across India.

Project-specific terms

Different projects, different terms. A premium project might carry specific exclusions, affordable housing has specific RERA clauses, commercial uses different agreement language. Each project owns its own terms field, applied to quote PDFs and document templates.

Audit trail on every document

When and by whom, or auto-triggered
For which customer and which unit
Against which template version
With which CRM data snapshot
Preserved on customer file and unit record

FAQs

Documents and compliance questions

Six core document types: demand letters, allotment letters, agreements for sale (AOS), payment receipts, booking confirmation letters, and possession letters. Custom document types can be configured by creating a new template in Settings, Accounting, Documents.

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