Mail merge from Office 365 to PDF: 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 from Office 365 to PDF

Streamline your document creation process with the Mail Merge from Office 365 to PDF feature. This tool allows you to efficiently generate personalized documents, tailored to your specific needs, all while saving you time and effort in the process.

Key Features

Seamless integration with Office 365 applications
Ability to customize templates with individual data
Easy conversion of documents to PDF format
User-friendly interface for quick setup
Support for bulk creation of letters, invoices, and labels

Potential Use Cases and Benefits

Creating personalized marketing materials for targeted campaigns
Generating invoices for clients with varying details
Producing letters with customized salutation for each recipient
Creating event invitations to send to large groups
Efficiently managing customer communication through customized documents

By utilizing the Mail Merge from Office 365 to PDF feature, you can address common challenges like time-consuming document preparation and lack of personalization. This tool simplifies the process, allowing you to create professional, customized documents quickly. In doing so, it enhances your productivity and improves the quality of your communications.

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Mail merge from Office 365 to PDF using pdfFiller’s Mail Merge feature: What makes it so good

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Efficiency and time savings
Automate the process of sending personalized documents to multiple recipients. Eliminate the need for manual data entry and reduce the number of hours required to prepare and send documents.
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Personalization
Create documents tailored to individual recipients by pulling data from a spreadsheet. Delight your recipients with pre-filled documents to increase response rates, customer satisfaction, and overall engagement.
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Error reduction
Minimize the chances of human error and ensure every document contains accurate and consistent information. Maintain a professional image, reclaim working hours, and avoid expenses on rectifying errors.
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Streamlined workflows
Simplify your document creation, management, and distribution process with an all-in-one PDF solution. Easily store and organize templates, track sent documents, and receive notifications once documents are completed.
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Ease of use & scalability
Whether you’re sending a handful of customized letters or thousands of personalized invoices, pdfFiller ensures a seamless and user-friendly experience so you can Mail merge from Office 365 to PDF hassle-free.
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Versatility across industries
pdfFiller Mail Merge benefits various industries, including sales, marketing, education, healthcare, and more. Use it to send personalized product offers, agreements, invoices, and more. The possibilities are endless.

A simple workflow for a complex task

Mail merge from Office 365 to PDF in just a few steps.
1.
Turn your PDF into a fillable template and click Flow.
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2.
Select a spreadsheet to pull data from and indicate the column that contains recipient email addresses.
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3.
Map fillable fields to corresponding columns.
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4.
Customize a welcome message and send an entire batch of pre-filled documents with a single click.
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pdfFiller helps millions of people improve their document workflows for increased productivity

64M+
users worldwide
15 years
on the market
4.6/5
rating on G2
40+
hours reclaimed
per employee per month
24x
faster contract
turnaround
70%
fewer errors

Thousands of user reviews cannot be wrong

4
It's very easy to create It's very easy to create, edit, share, get website code, and sell these forms. The reason I am giving a 4 star instead of 5 is the price.
GlocalMe Customer
5
This app is a life saver This app is a life saver, it has saved me so much money and time by not having to print, a document, fill out the document and then fax it back.
Cphaire

Streamline your document management and mail merge from Office 365 to PDF

Every company deals with handling huge amounts of data in their everyday workflows. Even if you start a small business, data becomes your primary concern: you need a software that guarantees against the potential of breaches or duplication. We developed pdfFiller to manage all your important tasks, from document generation to safe information transfer between solutions. Reach all your clients and mail merge from Office 365 to PDF without the unreliability of manually attaching your documents to an email. Simply create your document or use a pre-uploaded Template, make edits, and mail merge PDFs to send your files immediately to several people.
Convert your daily workflows and forget about obsolete and overcomplicated tasks. With pdfFiller, you obtain an all-in-one platform that doesn’t call for extra add-ons or software to carry out the operations you really need. To start working on modifying your documents, just sign in to your pdfFiller profile and select the file you need.

Who can improve their workday and mail merge from Office 365 to PDF with pdfFiller?

01
HR professionals. Collect your employee contacts and data and securely keep it in your internal HR systems. When you need to, mail merge from Office 365 to PDF to distribute data between your employees without manually creating a list of the individuals you need to include.
02
Marketing specialists. Reach your clients and give only the people you want with up-to-date marketing campaign details. Reduce the potential of mistakes or duplicate emails.
03
Sales managers. Negotiate your deals, look for new customers, and handle all your tasks quickly and correctly. Handle the information regarding your completed deals and improve your productivity.
04
Customer Service. Easily label and organize your customer’s queries and improve customer communication.
pdfFiller gives a perfect solution for businesses within all industries and of all sizes, empowering them to reach their best results. Register a free pdfFiller account right now so you can mail merge from Office 365 to PDF documents in the most beneficial way possible.

Video guide about mail merge from Office 365 to PDF

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?
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Whether you want to merge documents to create a report, compile a travel blog, or collaborate on a project, we got you covered! You can now merge PDFs in the Microsoft 365 mobile app with 2 simple steps.
Looking to combine multiple PDFs into one file? Merge PDF is free, fast, and works in your browser without creating an account. Drag and drop your PDFs to get started—easy!
Microsoft Word, included in Office 365, can be used as a fully functional PDF file editor. This means you can edit PDFs using Microsoft Office without additional extensions. This is a convenient and easy way to make changes to your PDFs.
Use the Create PDF Add-in to easily convert an Office 365 document to a high-quality PDF, and save the PDF to OneDrive or download it.
Mail Merge for Microsoft 365, Office and Outlook with Tracking – Send customizable mass email campaigns from Outlook and Microsoft 365 with tracking and unsubscription management.

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