pdfMachine merge

Liquid templating language Multiple line items in an email

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pdfMachine merge is available to all pdfMachine ultimate users. If you do not have pdfMachine ultimate you can still use it in trial mode.

What does it do?

Mail merge that emails personalized PDF attachments, using Word, Powerpoint, Excel or HTML as merge templates.

Simple Example

You need a merge template file. This could be a Word, PowerPoint, Excel or HTML document. This will be the basis of the PDF that will be attached to each email sent. It contains the "merge fields" in double curly braces.

e.g. A Word document with the text:

You also need a "data source" file, where each row (apart from the header) is a "merge record".  This could be an Excel or CSV file such as:

pdfMachine merge will send an email for each merge record. Each email will have a PDF attachment, which will have all its "merge fields" substituted with data from the appropriate merge record.

Download pdfMachine merge - released 22/Feb/2012 build 1.0.4435.26361.exe

Important note for existing users:
Merge field markers have changed from single curly brace to two curly bracces. e.g.{email} now becomes {{email}}. This was done to be more consistant with Liquid templates.

Requirements

• pdfMachine ultimate
• Internet Explorer 8 (IE 9 or higher preferred)
• .net 4 full framework (installer will download if not installed)
• Operating System: Windows XP SP3, 2003, 2008, 2008R2, Vista, 7

How does it work?

Check out this video:

Features

• Its quick. Much faster than using Word to do a merge. If you have lots of merge records, this matters.
• Supports "merge profiles", which remember your settings. e.g. you might have one merge profile for a monthly statement you send out and another for a weekly.
• Supports zero or more PDF attachments, each one can be dynamicaly generated.
• You can use many file formats as merge templates e.g. Word, Powerpoint, Excel and HTML.
• Maintains a history of what you have done - makes it easy to find emails you have previously sent.
• Each email sent can have multiple line items. More info...
• Each PDF attachment can have its own security settings. e.g. a different password for each PDF generated.
• HTML templates can use Liquid templating language and/or Javascript
• Easy to use interface
• Easy to modify examples
• Merge source data can be in Excel or CSV format

Example Uses of pdfMachine merge

• Emailing regular financial statements to your clients.
• Invoicing clients.
• Emailing certificates to students who have recently completed a course or sat an exam.
• Emailing customized price lists to your customers.
• Emailing payslips as password protected PDF's to employees.
• Emailing personalized invitations or christmas cards.
• Encrypting sensitive merge information.
• Digitally signed sensitive merge information.

Multiple Line Items in an email

Consecutive rows in the data source file that have the same email address can be "bundled" together and only one email is sent per bundle. This is great for handling data such as line items for invoices.
More info...

Release History

22/Feb/2012  1.0.4435.26361
* Added custom Liquid filters  for "money_no_cents"  and "number_culture".

15/Feb/2012 1.0.4428.28918
* Added support for Liquid html templates.
* Added support for partial Liquid templates in Word and Powerpoint.
* Changed merge field marker from single curly brace to two curly bracces. e.g.{email} now becomes {{email}}. This was done to be more consistant with Liquid templates.

21/Dec/2011 1.0.4372.27397
* Fixed problem when normal converting Word merge documents to our format that occured when you had a large number of merge fields.
* Added 'check for updates' link

12/Dec/2011 1.0.4363.30930
* Added support for "bundle on email" sends
* Added support for HTML templates
* Fixed internationalization bug in CSV files.
* Fixed crash when doing a merge after fresh pdfMachine install.

7/Dec/2011 1.0.4358.19418
* various user interface improvements.

1/Dec/2011 1.0.4352.20204
* first public beta release

More Info

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