Methods to Email Merge with attached PDF - using pdfMachine

Broadgun Software offers a number of different methods to perform bulk email of attached personalized PDFs. The following options are all available with pdfMachine ultimate.

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 Word Mail merge
pdfMachine integration with Word mail merge to send batches of personalized emails with personalized PDF attachments from Microsoft Word mail merge documents.
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

  • emails
  • 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.

Triggered from the add-in in Microsoft Word, pdfMachine integrates with Word mail merge to send batches of personalized emails and PDF attachments.

Personalized PDF attachments.

PDF Attachments can be stamped, encrypted and password protected.

Attachments which already exist can be added as well.

You can run in test mode to make sure you have it just right before sending.

Get help on how to use pdfMachine Word Mail 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.