Mail merge from Excel 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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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

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

A simple workflow for a complex task

Mail merge from Excel 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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5
I was having difficulty finding the legal documents I needed fillable copies you provided the access I needed. and my software wasn't allowing me to just fill in the documents online, I am finding my way around but if I can make it easier I am all in.
LaMar S
5
Very easy to use. Able to locate any forms that I needed Not having to use type text of IRS forms. Ease of Use. Ability to locate any forms that I needed. Ease of transferring to file and in printing the forms. The T appearing for typing text when I do not want it. I have not other cons. I have enjoyed working with this software and have not run into problems.
marla z.

Simplify your document management and mail merge from Excel to PDF

Every company deals with managing vast amounts of data within their daily workflows. Even when you start a small business, data becomes your primary concern: you need a solution that guarantees against the possibility of breaches or duplication. We designed pdfFiller to handle all your crucial tasks, from document generation to secure information transfer between apps. Reach all your recipients and mail merge from Excel to PDF without the unreliability of manually attaching your documents to an email. Simply create your document or use a pre-designed Template, make changes, and mail merge PDFs to deliver your files instantly to multiple people.
Convert your everyday workflows and forget about redundant and overcomplicated tasks. With pdfFiller, you get an all-in-one solution that doesn’t call for extra add-ons or software to do the operations you actually need. To start working on modifying your documents, simply log in to your pdfFiller profile and select the PDF you want.

Who can boost their workday and mail merge from Excel to PDF with pdfFiller?

01
HR specialists. Gather your staff contacts and information and securely save it within your internal HR database. When you need to, mail merge from Excel to PDF to distribute data between your staff without manually generating a list of the people you want to include.
02
Marketing professionals. Reach your clients and give only the people you want with up-to-date campaign information. Reduce the possibility of mistakes or duplicate emails.
03
Sales managers. Discuss your deals, search for new customers, and handle all your tasks swiftly and correctly. Handle the information about your completed contracts and enhance your efficiency.
04
Customer Support. Quickly categorize and organize your customer’s queries and improve customer communication.
pdfFiller offers a perfect solution for businesses within all sectors and of all sizes, empowering them to reach their best results. Register a free pdfFiller account right now so you can mail merge from Excel to PDF documents in the most beneficial way possible.

Video guide about mail merge from Excel to PDF

Questions & answers

Below is a list of the most common customer questions.
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A mail merge is a feature of Microsoft Word that allows you to quickly create personalized documents from an existing source document or spreadsheet. For example, if you have a form template with different types of information on it, you can fill in some data and email it as a PDF document to each person.
Mail merge to individual PDF files using Microsoft Word - YouTube YouTube Start of suggested clip End of suggested clip But PDF files you can't so I'll click on PDF. And then click continue. Ask me if I want to merge allMoreBut PDF files you can't so I'll click on PDF. And then click continue. Ask me if I want to merge all the records. Yes I do click OK comes up with this I'll click escape to that.
The PDF mail merge process enables you to automatically create a personalized PDF document with information from an existing file. Imagine sending the same content to ten different people, but each message contains unique names and addresses.
This is the fastest way to convert an Excel workbook to PDF that requires only 3 quick steps. Open your Excel file. On the File tab, click Create > From File, then From File again and browse for the Excel document you want to convert. Review the PDF file. Save the PDF file.

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