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

A simple workflow for a complex task

Mail merge from Spreadsheet 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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Thousands of user reviews cannot be wrong

4
So far it has been frustrating ( just because I am not tech savvy) I am just trying to reprint a pay stub that I have lost from a former employer and I just keep running into problems. However after watching a video I figured it out without a problem. Customer service is A1.
Shannon V
5
What do you like best?
I love the ability to make my own PDF Templates. It is the perfect insurance agent tool when you're doing multiple certificates of insurance for commercial customers during renewal time. I love the feature where I can e-sign the documents and save it as a PDF which saves me ink and paper.
What do you dislike?
I can't figure out how to combine 2 PDF'S and merge them together so I use a different program for that.
Recommendations to others considering the product:
A must have if you're in the insurance industry
What problems are you solving with the product? What benefits have you realized?
It saves us time by creating templates, super helpful when it comes to creating multiple PDF's for our customers.
MARIA ALTMAN

Streamline your document management and mail merge from Spreadsheet to PDF

Every company deals with managing huge amounts of data within their day-to-day workflows. Even when you start a small company, data becomes your main 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 creation to secure information transfer between solutions. Reach all your recipients and mail merge from Spreadsheet to PDF 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 instantly to multiple people.
Transform your daily workflows and forget about obsolete and overcomplicated tasks. With pdfFiller, you get an all-in-one solution that doesn’t demand additional add-ons or apps to perform the operations you actually need. To start working on editing your documents, simply log in to your pdfFiller account and select the file you need.

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

01
HR specialists. Gather your employee contacts and information and securely save it in your internal HR database. When you need to, mail merge from Spreadsheet to PDF to distribute data between your employees without manually creating a list of the people you need to include.
02
Marketing specialists. Reach your customers and provide only the people you need with updated marketing campaign details. Reduce the potential of errors or duplicate emails.
03
Sales managers. Discuss your deals, look for new customers, and manage all your tasks quickly and correctly. Handle the information regarding your completed contracts and improve your efficiency.
04
Customer Care. Quickly categorize and sort your customer’s queries and improve customer communication.
pdfFiller provides a perfect tools for organizations within all industries and of all sizes, empowering them to reach their best results. Register a free pdfFiller account today so you can mail merge from Spreadsheet to PDF documents in the most efficient way possible.

Video guide about mail merge from Spreadsheet 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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Under “Scaling”, select the “Fit to” option. Add “1” to “Pages in width” and “1” to “Tall”. Now head to File > Save As. Select “PDF” for your format and adjust the other settings to your preferences.
Common formatting issues when converting Excel to PDF. Open the File menu in the top left corner. Click Export. In the panel that appears, click Create PDF/XPS Document. Optimize the file for Standard or Minimum. Click Options and adjust settings, including the area to publish. Click OK. Name the file and click Publish.
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.
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.
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.

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