Mail merge to PDF on Desktop: Send batches of pre-filled documents with pdfFiller's Mail Merge feature

Send personalized documents to multiple recipients at once, eliminating manual data entry and saving time.
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Up to 100 MB for PDF and up to 25 MB for DOC, DOCX, RTF, PPT, PPTX, JPEG, PNG, JFIF, XLS, XLSX or TXT
Note: Integration described on this webpage may temporarily not be available.

Reclaim hours spent on bulk-sending contracts, invoices, expense reports, and other documentation

Upload your PDF document and turn it into a fillable template
Specify a spreadsheet to pull data from
Configure pre-fill parameters to generate multiple personalized documents
Send pre-filled documents to a list of recipients in clicks

Mail Merge to PDF on Desktop

Mail Merge to PDF on Desktop simplifies your document creation process. With this feature, you can efficiently transform personalized data into professional PDF files. It is designed to save you time and effort while ensuring high-quality output.

Key Features

Easily merge data from spreadsheets into customizable PDF templates
Support for various data sources including CSV and Excel files
User-friendly interface for quick setup
Batch processing to handle large volumes of documents
Option to save or email the generated PDFs instantly

Potential Use Cases and Benefits

Create personalized invoices for clients
Generate certificates for events or courses
Prepare contracts with individualized terms
Distribute customized reports to stakeholders
Design marketing materials with targeted messaging

With Mail Merge to PDF on Desktop, you can eliminate the hassle of manual document creation. It addresses your need for efficiency and accuracy by automating the process of generating PDFs from your data. You will achieve consistent results, reduce errors, and enhance productivity, allowing you to focus on more important tasks.

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Mail merge to PDF on Desktop using pdfFiller’s Mail Merge feature: What makes it so good

A simple workflow for a complex task

Mail merge to PDF on Desktop in just a few steps.
1.
Turn your PDF into a fillable template and click Flow.
Screen 1
2.
Select a spreadsheet to pull data from and indicate the column that contains recipient email addresses.
Screen 2
3.
Map fillable fields to corresponding columns.
Screen 3
4.
Customize a welcome message and send an entire batch of pre-filled documents with a single click.
Screen 4

pdfFiller helps millions of people improve their document workflows for increased productivity

Thousands of user reviews cannot be wrong

5
What do you like best?
PDFfiller is a good cloud-based solution for signing and editing pdf documents without the need for a complete pdf editing suite. Uploading files is very simple. We just select Upload to go to the folder and then we can choose which documents to upload.
What do you dislike?
The speed of returning to the dashboard can be a bit slow sometimes. There is no autosave, so every time you log in on another session, you will exit from the first session and lose your unsaved work.
Recommendations to others considering the product:
I have recommended this service to co-workers and others in my field. These people work with many forms and applications and they can solve many problems related to online documents with PDFfiller.
What problems are you solving with the product? What benefits have you realized?
We can easily add the fields we need to any document. In just a few steps, we can send the document to the recipient to collect information or sign. It is especially useful when I leave my desk and need to sign a document on my phone.
Connor Wright
5
PDF ****** is a valuable tool for my everyday work functions. It saves me so much time. **** did a fantastic job. The discount promotion available also made the basic plan affordable.Great job ****!
Tim

Simplify your document management and mail merge to PDF on Desktop

Every organization deals with handling vast amounts of data within their day-to-day workflows. Even when you start a small company, data becomes your primary concern: you need a software that guarantees against the possibility of breaches or duplication. We developed pdfFiller to handle all your essential tasks, from document creation to secure information transfer between apps. Reach all your recipients and mail merge to PDF on Desktop without the unreliability of manually attaching your files to an email. Simply create your document or use a pre-designed Template, make changes, and mail merge PDFs to deliver your files automatically to several users.
Transform your everyday workflows and forget about redundant and overcomplicated tasks. With pdfFiller, you obtain an all-in-one solution that doesn’t call for extra add-ons or apps to perform the procedures you actually need. To start working on modifying your documents, just sign in to your pdfFiller profile and select the PDF you want.

Who can boost their workday and mail merge to PDF on Desktop with pdfFiller?

01
HR professionals. Collect your staff contacts and data and securely keep it in your internal HR systems. When you need to, mail merge to PDF on Desktop to distribute data between your staff without manually generating a list of the people you want to include.
02
Marketing specialists. Get to your clients and give only the people you need with updated campaign information. Decrease the potential of mistakes or duplicate emails.
03
Sales managers. Negotiate your deals, search for new customers, and handle all your tasks quickly and correctly. Handle the information regarding your completed contracts and enhance your productivity.
04
Customer Support. Effortlessly categorize and organize your customer’s queries and improve customer communication.
pdfFiller offers a perfect solution for companies within all sectors and of all sizes, empowering them to reach their best results. Get a free pdfFiller account right now so you can mail merge to PDF on Desktop documents in the most beneficial way possible.

Video guide about mail merge to PDF on Desktop

Questions & answers

Below is a list of the most common customer questions.
If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What if I have more questions?
Contact Support
On the MAILINGS tab, click Start Mail Merge and Step-by-Step Mail Merge Wizard. Select the type of document you want to add mail merge to, and click Next. Here you can start a new document from a template or existing document.
How to Use Mail Merge in Microsoft Word In a blank Microsoft Word document, click on the Mailings tab, and in the Start Mail Merge group, click Start Mail Merge . Click Step-by-Step Mail Merge Wizard . Select your document type. Select the starting document. Select recipients. Write the letter and add custom fields.
Set up and Choose Document Type Click the Mailings tab. Click the Start Mail Merge button. Select Step-by-Step Mail Merge Wizard. The Mail Merge pane appears on the right, ready to walk you through the mail merge.
You can insert one or more mail merge fields that pull the information from your spreadsheet into your document. Go to Mailings > Insert Merge Field. Add the field you want. Repeat steps 1 and 2 as needed. Choose File > Save.

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