Mail merge from MS Sharepoint 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, 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

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

A simple workflow for a complex task

Mail merge from MS Sharepoint 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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4
It has been exceptional EXCEPT it was a little underhanded the way you tell the user how much it will really cost. NOT Free as advertised. I am okay with it but thought it should be state up front.
Marian W
4
I was extremely happy with PDFFiller until I took an entire 2 hours worth of notes on a pdf and the website froze when I tried to save it. And then lost it all with no recovery option.
Anne

Simplify your document management and mail merge from MS Sharepoint to PDF

Every organization deals with managing huge amounts of information within their daily workflows. Even if you start a small company, data becomes your primary concern: you need a solution that guarantees against the possibility of breaches or duplication. We developed pdfFiller to manage all your important tasks, from document generation to safe information transfer between apps. Reach all your recipients and mail merge from MS Sharepoint 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 send your files immediately to multiple users.
Enhance your everyday workflows and forget about obsolete and overcomplicated tasks. With pdfFiller, you obtain an all-in-one solution that doesn’t call for additional add-ons or software to perform the processes you actually need. To begin working on editing your documents, just sign in to your pdfFiller profile and choose the PDF you need.

Who can improve their workday and mail merge from MS Sharepoint to PDF with pdfFiller?

01
HR specialists. Gather your staff contacts and information and securely keep it within your internal HR systems. When you need to, mail merge from MS Sharepoint to PDF to deliver data between your staff without manually making a list of the people you need to include.
02
Marketing professionals. Get to your clients and give only the people you want with updated marketing campaign information. Reduce the possibility of mistakes or duplicate emails.
03
Sales team. Negotiate your deals, search for new customers, and manage all your tasks swiftly and accurately. Handle the information about your completed contracts and improve your productivity.
04
Customer Service. Effortlessly categorize and organize your customer’s queries and improve customer communication.
pdfFiller gives a perfect tools 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 from MS Sharepoint to PDF documents in the most beneficial way possible.

Video guide about mail merge from MS Sharepoint 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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Yes, it is possible to use a source file stored in SharePoint as a data source for Mail Merge in Microsoft Word. To do this, you can follow these steps: Open Word and start a new document. Go to the "Mailings" tab, click on "Start Mail Merge" and select "Letters".
Answer: Do you collect customer records, financial data, order information, or any other important business data in SharePoint lists? With SharePoint Document Merge you can swiftly merge this data into Word and Excel document templates with absolutely no coding!
The Mail Merge feature can't be used directly in Word Online. However, if the Word files and Excel files are saved in Teams, you can open the Word files in Word 2016 to use the feature.
How to Merge PDF Files in SharePoint. Muhimbi's PDF Editor for SharePoint lets you merge PDFs in SharePoint Online or on-premises. Import PDF documents into your existing document and reorganize pages. Or, drag and drop to reorder pages, delete unnecessary pages, or add blank pages.
Step by Step Guide to Combine PDF Files in SharePoint Step 1: Open the Document Library. The first step is to open the document library in SharePoint. Step 2: Select the Files to Combine. Step 3: Merge the Files. Step 4: Save the Combined File. Step 5: Share the File.
With SharePoint Document Merge you can swiftly merge this data into Word and Excel document templates with absolutely no coding!

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