Core Capabilities That Take Physical Documents to the Next Level
Adaptable solution for accounting, compliance, operational, and marketing teams.
01
Template Editor
Use the built-in HTML template editor to create and customize document templates with custom logos, fonts, colors, and layouts.
02
Merge Variables
Autopopulate recipient-specific data into the individual mailers with Variable Data Printing, reducing manual errors and saving time.
03
Flexible Document Formats
Fulfill diverse document requirements by printing on US Letter and Legal-sized paper, MICR-compliant checks, and return envelopes.
04
QR Codes & PURLs
Attach custom interactive elements in mailers to navigate recipients to online portals for action and gather useful engagement insights.
05
Per-Piece Tracking
Monitor the delivery status of individual mailpieces with the USPS Intelligent Mail barcode (IMb) tracking to predict timelines.
06
Built-In Address Verification
Validate and standardize entire mailing lists against the official USPS database to reduce returns to sender and lost mail.
07
Triggered Mailing
Integrate existing CRMs, ERPs, or accounting software to trigger automated documents based on predefined rules or events.
08
Document Routing
Print documents at the printing facility nearest to the particular recipient, saving postage costs and shortening delivery time.
09
Developer-First API
Access the REST API with native SDKs, Test Keys, and a sandbox environment to test implementation and integration capabilities.
10
Virtual Mailbox
Digitize inbound and return mail to sync data in real-time with high-quality OCR scanning and avoid physically checking mailboxes.
11
Role-Based Access Controls
Define roles and permissions to avoid unauthorized access to sensitive information, preventing data breaches and governing usage.
12
Document Inserts
Send multi-page documents with custom inserts for advertisements, coupons, flyers, announcements, or checks in the same envelope.
Types of Documents You Can Mail With PostGrid
One easy-to-use solution for diverse document automation needs.
Statements & Invoices
Pull data directly from accounting software to generate hyper-personalized statements and invoices with accurate billing information. Organizations can also schedule or set up triggers to automatically mail these financial mailings.
Contracts & Renewal Letters
Stop manually processing contracts for every client with PostGrid. Use built-in address verification capabilities to ensure each letter reaches the intended recipient with a variable proof of delivery.
Event Invitations
Dynamically personalize individual invitation letters with recipient-specific information to encourage a higher visitor count. Include custom QR codes and PURLs to track registrations in real-time.
Welcome Letters
Automatically dispatch personalized welcome letters from CRMs the moment new clients/customers hop into the sales pipeline. It ensures a smoother onboarding and a better user experience.
Credit Reminders
Get timely payments and regulate cash flow by triggering credit reminders based on specific events or dates. PostGrid equips businesses with an auditable trail of physical correspondence for efficient debt recovery workflows.
Compliance & Legal Notices
Send critical notices via Certified Mail and track them using USPS IMb to secure official proof of delivery and compliance. It is a necessity for highly regulated industries like healthcare, finance, and insurance.
Physical Newsletters
Distribute weekly, monthly, or quarterly newsletters or stakeholder updates with dynamically personalized content and branded design. Organizations can maintain a consistent physical brand presence for high-volume newsletters with PostGrid.
Tax & Financial Forms
Rely on the SOC 2 TYPE 2 and HIPAA-compliant infrastructure to send sensitive tax documents and W-2s securely. PostGrid ensures no operational bottlenecks even during the peak tax seasons, maintaining a complete audit trail.
Explanation of Benefits (EOBs)
Move from digital claims processing to physical mail delivery without exposing Protected Health Information (PHI) using PostGrid. Set up predefined triggers to send EOBs the moment a patient applies for a health insurance policy.
Human Resources Communications
Free up HR resources by automating the generation and dispatch of policy updates, benefit enrollment packets, employee notices, and announcements. Use conditional logic and merge variables to hyper-personalize each document and its timing.
Configure and Automate Documents From Anywhere
Faster, Reliable, and Convenient Document Mailing.
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Serving Unique Needs With Enterprise Expertise
Access flexible tools, fast turnaround, and reliable support to work with confidence.
| PostGrid | In-House Facility | Local Copy Shop | Large Legacy Printers | |
|---|---|---|---|---|
| No Minimum Orders | ✔ | ✘ | ✘ | ✔ |
| Consistent Quality | ✔ | ✔ | ✘ | ✔ |
| 24/7 Customer Support | ✔ | NA | ✘ | ✔ |
| Diverse Document Formats | ✔ | ✘ | ✘ | ✔ |
| Dynamic Personalization | ✔ | ✘ | ✘ | ✘ |
| Cloud-Based Management | ✔ | ✘ | ✘ | ✔ |
| Mail Carrier Support | ✔ | ✘ | ✘ | ✘ |
| Branding Toolkit | ✔ | ✘ | ✘ | ✘ |
| Real-Time Reporting & Analytics | ✔ | ✘ | ✘ | ✘ |
| Printing Confirmation | ✔ | ✔ | ✔ | ✔ |
| Compliance | ✔ | Partial | ✘ | Partial |
| Automation | ✔ | ✘ | ✘ | Dependent on the vendor |
Enterprise-Grade Compliance and Data Security
HIPAA
PIPEDA
GDPR
Integrates with Your Favorite Tech Stack & Tools
Easily Improve your workflow and automate print & mail through seamless integration capabilities.
Frequently Asked Questions
Can Businesses Integrate PostGrid With Their Existing Tech Stacks?
PostGrid offers native integrations for all major CRMs, ERPs, accounting, and marketing automation software. There’s no custom coding necessary to enable these integrations. Besides, support for Zapier and Make is also available.
Can Developers Test PostGrid’s API Before Switching to Live Mode?
Developers can access a fully-functional sandbox with PostGrid Test API Keys for free. It helps experimenting with the platform’s capabilities and integration possibilities without printing or sending anything.
Are There Minimum Volume Requirements Using PostGrid?
PostGrid offers a pay-per-piece plan with no minimum monthly sending volume. So, any business planning to automate documents can try PostGrid without breaking the bank.
Does PostGrid Offer High-Volume Postage Discounts?
Yes, enterprises can access high-volume discounts to save money on document automation.
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