Methods to Email Merge with attached PDF
Broadgun Software offers two different software products which can perform bulk email of attached personalized PDFs.
- pdfMachine Merge
- Mail merge software sends batches of personalized emails with personalized PDF attachments. Personalized data can be merged into Word, PowerPoint, Excel or HTML templates. Highly configurable to allow the rows in the data source to represent emails, attachments in an email, line items in an attachment.Read here for an explanation on what mail merge is, and how to perform one.
- pdfMachine using Parameter parsing
- Large print jobs can be split and automatically emailed as attached PDFs. This is performed directly from a print using embedded commands.
pdfMachine merge is mail merge software which sends batches of personalized emails with personalized PDF attachments.
Personalized data can be merged into Word, PowerPoint, Excel or HTML templates.
pdfMachine merge is highly configurable, allowing the rows in the data source to represent
- pages in an attachment
- attachments in an email
- line items in an attachment
Generated PDF Attachments can be stamped, encrypted and password protected.
Attachments can already exist, or be generated as PDF files by pdfMachine.
You can run in test mode to make sure you have it just right before sending.
Get help on how to use pdfMachine merge here.
Print jobs can be split into individual PDFs / emails with attached PDFs using parameter parsing.
pdfMachine ultimate provides the means to send a batch of emails with attached PDFs simply by printing a report.
This is particularly useful from Navision or legacy applications. A report which prints as a single job with multiple reports one after the other is easily split into separate PDFs or emails with attachments.
You can set the recipients, subject and body of the email from the legacy application. All you need to do is to insert a few lines into your legacy report to provide the email details and to indicate where to split the report into separate emails. pdfMachine does the rest.
Read here for details on how to use parameter parsing to perform mail merge on a large report.