Mail Merge 1,000 PDF forms with Excel data in 2 minutes [Step-by-Step Guide 2024]

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  • Опубликовано: 15 ноя 2024

Комментарии • 158

  • @rickemery8968
    @rickemery8968 Год назад

    This is a great tool for sending our attendance certificates to hundreds of attendees every month.

    • @lennartguth
      @lennartguth Год назад

      Thanks Rick, we are very happy to hear that!

  • @ValandisJohnson
    @ValandisJohnson Год назад +1

    This process is definitely going to save me $1000 of dollars in man hours. Good stuff!

  • @jjreed525
    @jjreed525 2 года назад +1

    Excellent option to create mass PDFs. This will save me hours per week ! Thx PDF Mail Merge

    • @MailMergic
      @MailMergic  2 года назад

      Thank you very much for your comment, John! We are very happy to hear you like our software!

  • @jealja75
    @jealja75 9 месяцев назад +1

    This is going to be a LIFEsaver for me! Thank you SO MUCH!!

    • @MailMergic
      @MailMergic  9 месяцев назад

      We are glad to hear that you find PDF Mail Merger very useful!

  • @AllPositivePoints
    @AllPositivePoints 27 дней назад +1

    Can't wait to try it - looks like exactly what I need

    • @MailMergic
      @MailMergic  26 дней назад

      Thanks! We can't wait to welcome you aboard!

  • @veljkovasovic7060
    @veljkovasovic7060 8 месяцев назад +1

    this video was very helpful!

    • @MailMergic
      @MailMergic  8 месяцев назад

      Thanks! We hope you like our software too!

  • @kickswim
    @kickswim 9 месяцев назад +1

    Very easy to use!

  • @karlacannarozzo2552
    @karlacannarozzo2552 2 года назад +1

    This looks like it may be my monthly saver

    • @MailMergic
      @MailMergic  2 года назад

      We are happy to help you Karla! :)

  • @chandaatanu
    @chandaatanu 3 года назад +1

    Excellent tool.....I never expected something so simple and effective solution

    • @MailMergic
      @MailMergic  3 года назад

      Thanks - we are glad you like it!

  • @AutomateYourJob
    @AutomateYourJob Год назад +1

    amazing

  • @SandyCummings-d9b
    @SandyCummings-d9b 11 месяцев назад +1

    Easy to follow directions.

  • @alinesouza3727
    @alinesouza3727 Год назад +1

    this video was very helpful!

    • @alinesouza3727
      @alinesouza3727 Год назад

      Hi, how can I get a month free? I subscribed, liked, and made a comment on it.

    • @MailMergic
      @MailMergic  Год назад

      Thank you very much Aline!

    • @MailMergic
      @MailMergic  Год назад

      ​@@alinesouza3727 Just send us a message at support@pdfmailmerger.com with your account email and we will get back to you!

  • @muashanu5256
    @muashanu5256 2 года назад +1

    Good one

  • @sarbrownie
    @sarbrownie 2 года назад +1

    This looks great. Can't wait to try for our school emergency forms.

    • @MailMergic
      @MailMergic  2 года назад

      Thank you Sheri! We hope you'll like our tool!

  • @BalaMurugan-wb7xt
    @BalaMurugan-wb7xt 3 года назад

    This video provides details of the tool that I was searching the internet for. It is a great tool

    • @MailMergic
      @MailMergic  3 года назад

      Thank you Bala for your great feedback!

  • @suzettethomas1089
    @suzettethomas1089 Год назад +1

    I am so excited to try this out, it looks so easy and straight forward. What a time saver this will be.

    • @MailMergic
      @MailMergic  Год назад

      Hello Suzette, we are happy to welcome you on board!

  • @PraveenKumar-ki5bi
    @PraveenKumar-ki5bi Год назад +1

    Actually looks good
    I am still waiting one month access

    • @MailMergic
      @MailMergic  Год назад

      Hello Praveen, you can try PDF Mail Merger with the "Free Plan" for free and without any time limit.

  • @nickandmile
    @nickandmile 5 месяцев назад +1

    Looks like just what I was looking for. I’ll give it a try and then return and update this comment.

    • @MailMergic
      @MailMergic  5 месяцев назад

      Thank you for trying out PDF Mail Merger! If you have any questions, feel free to ask!

  • @LauraleeKlippenstein
    @LauraleeKlippenstein 6 месяцев назад +1

    This was great, I wish I knew it was a paid service before I started it though. I think it is worth paying for. Super easy and simple.

    • @MailMergic
      @MailMergic  6 месяцев назад

      We are glad to hear that you like our tool!

  • @abeeralismail8641
    @abeeralismail8641 3 года назад +1

    that is really a nice feature it will save a lot of time in filling forms

    • @MailMergic
      @MailMergic  3 года назад

      Thanks Abeer, we are happy you like our tool!

  • @faizalsuhaime6467
    @faizalsuhaime6467 10 месяцев назад +1

    It works! Except for the part that it has watermark and I dont have the incentive to pay for pro

    • @MailMergic
      @MailMergic  9 месяцев назад

      Thanks Faizal! Thanks for trying it out PDF Mail Merger - Happy to help with any questions you have using the free version!

  • @NathanEglinton-Cook
    @NathanEglinton-Cook 2 месяца назад +1

    Brilliant ! Will save me days - can I have my free month please ?

    • @MailMergic
      @MailMergic  2 месяца назад

      Thank you for your comment! To receive your free month, kindly reach out to us at support@mailmergic.com with your account's email address, and we'll take care of the rest.

  • @mr.vladimirputin146
    @mr.vladimirputin146 3 года назад +1

    Thanks

    • @MailMergic
      @MailMergic  3 года назад

      You are more than welcome, Ola!

  • @robertsalvesen6919
    @robertsalvesen6919 2 года назад +1

    Love this, buying now!

    • @MailMergic
      @MailMergic  2 года назад

      Thanks Robert, we are happy to welcome you as a new customer!

  • @casandrakamens2292
    @casandrakamens2292 Год назад

    This is exactly what I have been dreaming about. Thank you

    • @lennartguth
      @lennartguth Год назад

      Thanks Casandra, we're very excited to hear that!

  • @dalilaguadarrama2859
    @dalilaguadarrama2859 9 месяцев назад +1

    This is amazing! I did not know this existed.

    • @MailMergic
      @MailMergic  9 месяцев назад

      We are glad to hear that you like our product!

  • @edwardelricsandoval9080
    @edwardelricsandoval9080 2 года назад +1

    Great! This really gives me more time for teaching and lessen my workload on doing paperworks.

    • @MailMergic
      @MailMergic  2 года назад

      Hi Edward, we are glad to hear that PDF Mail Merger is helping you save time!

  • @rowenarivers5658
    @rowenarivers5658 Год назад +1

    Definitely sounds like what I need!

    • @MailMergic
      @MailMergic  Год назад

      Thank you very much, we will be happy to welcome you on board!

  • @suziepower7985
    @suziepower7985 Год назад +1

    Exactly what I was looking for , thank you.

    • @MailMergic
      @MailMergic  Год назад

      We are very happy to hear that! Thank you very much!

  • @travisolsen5367
    @travisolsen5367 Месяц назад +1

    Awesome!

  • @robertmartinez6967
    @robertmartinez6967 3 года назад +1

    I was breaking my brain trying to find a way to combine an auto-fill G-doc formula and a PDF editor to do exactly this and a friend of mine found PDF Mail Merger... The only way this could be any better catered to what I need would be if their sample templates used my actual clients' names, lol. Great job, PDFMM! Hope you continue to grow and succeed.

    • @MailMergic
      @MailMergic  3 года назад

      Hi Robert, thank you very much for your words of praise! We will continue to do our best!

  • @wannursyahida
    @wannursyahida Год назад +1

    This helps me a lot !

    • @MailMergic
      @MailMergic  Год назад

      We are happy to help! Thank you!

  • @lennartguth
    @lennartguth 4 года назад +4

    Great video! Thanks for sharing!

  • @blais1904
    @blais1904 2 года назад +1

    A great looking tool!

    • @MailMergic
      @MailMergic  2 года назад

      Thank you Ryan, we are glad you like our tool!

  • @sofiaespinosa8238
    @sofiaespinosa8238 Год назад +1

    looking forward to trying this out!

    • @MailMergic
      @MailMergic  Год назад

      Thank you, we look forward to welcoming you!

  • @TheMorashu
    @TheMorashu 9 месяцев назад

    thank for the video... i wanna try it

    • @MailMergic
      @MailMergic  9 месяцев назад

      Thanks for watching our video!

  • @fernandomatsinhe8833
    @fernandomatsinhe8833 3 месяца назад +1

    I like it!

    • @MailMergic
      @MailMergic  3 месяца назад

      Thanks, we are glad you like our tool!

  • @jennsinichak
    @jennsinichak 3 года назад +2

    Thank you! This is perfect for what I need to do!

    • @MailMergic
      @MailMergic  3 года назад

      Thank you Jenn, I'm glad to have you onboard!

  • @jennifervollmer9470
    @jennifervollmer9470 3 года назад +1

    This is great, will save so much time!

    • @MailMergic
      @MailMergic  3 года назад

      I'm glad we can help you, Jennifer!

  • @gauravsemwal9874
    @gauravsemwal9874 Год назад +1

    So I have to set place holder every time I create PDF for same application form? Or it is one time exercise for one application form?

    • @MailMergic
      @MailMergic  Год назад

      You only need to add placeholders once, and you can save the template and reuse it with different Excel data at any time.

  • @mitayani8080
    @mitayani8080 3 года назад +1

    Awesome! This really gives me stress free work. It's definitely cheaper than doctor's bill.

    • @MailMergic
      @MailMergic  3 года назад

      I'm glad we could save you some time with our tool!

  • @globaled3533
    @globaled3533 3 года назад +1

    Fabulous tool - saving me tons of time!

    • @lennartguth
      @lennartguth 3 года назад

      I'm glad we could help you!

  • @AMBIDEXTROUS0912
    @AMBIDEXTROUS0912 3 года назад

    Great as I need to create thousands of PDF documents.

    • @MailMergic
      @MailMergic  3 года назад

      I'm happy we can help you with our software!

  • @macky2green
    @macky2green 3 года назад +1

    *_Great! Thank you for sharing. This is exactly what I'm looking for._*

    • @MailMergic
      @MailMergic  3 года назад

      I'm glad we could help you with our tool!

  • @omprakashagrawal9285
    @omprakashagrawal9285 2 года назад +1

    Gr8

  • @absolute4u
    @absolute4u 3 года назад +1

    Really Nice Content

    • @MailMergic
      @MailMergic  3 года назад

      Thanks Amit - we will share more content in the next weeks!

  • @fairymgc0328
    @fairymgc0328 2 года назад +1

    had an emergency last cancellation on a printer that was going to do this going to give it a try... how does the free month work this would be great for future projects

    • @MailMergic
      @MailMergic  2 года назад

      Hi Marcelo, thanks for your comment! Just send us a message to support@pdfmailmerger.com about your comment and your email address with which you are registered with us. We will then grant you an additional month!

  • @thefaithonista-cristinamye7038
    @thefaithonista-cristinamye7038 3 года назад +1

    Thanks!

    • @MailMergic
      @MailMergic  3 года назад

      You are more than welcome, Cristina!

  • @uzlicek
    @uzlicek 9 месяцев назад +1

    wow! Thank you for this!

    • @MailMergic
      @MailMergic  9 месяцев назад

      Thank you for liking our product!

  • @pgcamp8046
    @pgcamp8046 3 года назад

    This is a nifty program - very easy to use. Thank you

    • @MailMergic
      @MailMergic  3 года назад

      Thank you for the great feedback!

  • @harshanapuri9629
    @harshanapuri9629 3 года назад +1

    This is awesome

  • @cathyt77
    @cathyt77 3 года назад +1

    This looks perfect for what I need

    • @MailMergic
      @MailMergic  3 года назад

      Thanks, I'm glad we could help you out!

  • @willreep2
    @willreep2 4 месяца назад +1

    I don’t know if I’ll get a response or not. But is there a way to have a placeholder for checkboxes of any kind?

    • @MailMergic
      @MailMergic  4 месяца назад

      We don't support filling in checkboxes out of the box (yet), but you can read about a workaround in our FAQ article:
      mailmergic.com/faq/checkboxes/

  • @storesstores2649
    @storesstores2649 Год назад +1

    Is your product french language compatible? We are canadian companies with french employees.

    • @MailMergic
      @MailMergic  Год назад

      Hello, yes - PDF Mail Merger is also available in French, and also works with French text.

  • @derSchlaueMann
    @derSchlaueMann 3 года назад +1

    Cool Video, saving me a lot of time

    • @MailMergic
      @MailMergic  3 года назад

      Thanks, great to hear that!

  • @amystephenson9752
    @amystephenson9752 3 года назад

    This is awesome!

    • @MailMergic
      @MailMergic  3 года назад

      Thank you very much Amy!!

  • @nataliasandiamo2314
    @nataliasandiamo2314 4 года назад +1

    Great video !!! Thank you !

  • @angeljordan-martin4655
    @angeljordan-martin4655 2 года назад +1

    Great! Help me fill out my paperwork

  • @darebinfalconsjuniorsoccer2949
    @darebinfalconsjuniorsoccer2949 3 года назад

    Well well made video explaining how PDF Mail Merger works. Looks really easy and straight forward.

    • @MailMergic
      @MailMergic  3 года назад

      Thanks Darebin, we are looking forward to welcome you as a new user!

  • @cindyma8157
    @cindyma8157 2 года назад +2

    How to make {{first name}} filename work? Distributed to different person

    • @MailMergic
      @MailMergic  2 года назад

      Hi Cindy, we have simplified the functionality for different file names. Just enter an @ sign and you can choose which column name you want to insert as a placeholder. Placeholders like {{first name}} are deprecated and no longer work.
      You can find more information here: pdfmailmerger.com/faq/individual-filenames/

  • @abhijitgm5
    @abhijitgm5 3 года назад +1

    Awesome

  • @armiebarbarademorar2827
    @armiebarbarademorar2827 2 года назад +1

    Thanks for this video, but how to skip step number 3 (edit template)? Because my pdf ecertificate is ready to send to the emails.

    • @MailMergic
      @MailMergic  2 года назад +1

      Hello Armie, currently it is not possible to skip step 3, but we will release a feature in the near future that will allow you to mail merge your template much faster!

  • @jakubg6985
    @jakubg6985 3 года назад +1

    Very nice! Have you any competition in this area? It's wark also with google docs integration?

    • @MailMergic
      @MailMergic  3 года назад

      Thanks Jakub! As the PDF format is a very popular digital document format, we have various competitors in our area. A Google Docs integration is coming soon - we'll also be posting a new video on how to use the new integration!

  • @khumimhl
    @khumimhl 3 года назад +1

    This is going to help make our work a lot easier. We need to merge 1x1 from, 1x6 backed forms and 1 PDF. Please let us know how we can make this possible?

    • @MailMergic
      @MailMergic  3 года назад

      We'll be happy to help you speed things up. In the video above, we explain in detail how you can do this. You can also watch our updated video with newer instructions here: ruclips.net/video/9pC9ubU_Yjc/видео.html

  • @Welinkup
    @Welinkup 3 года назад +1

    Can you attach images? Eg. I want to create Google forms with file upoads, can the PDF be merged and the images included in the same file as attachements ?

    • @MailMergic
      @MailMergic  3 года назад

      Hello Servaughn, at the moment it is not possible to mail merge an image file with the PDF. This feature is already on our feature request list and will be implemented in the medium term.

  • @peterhernandez3134
    @peterhernandez3134 5 месяцев назад +1

    I had to ask myself... is 19 bucks really worth me saving myself like 3 hours writing out names on over 500 individual forms? The answer is obviously yes!

    • @MailMergic
      @MailMergic  5 месяцев назад

      Thanks for your comment!

  • @anhnhatnguyet4628
    @anhnhatnguyet4628 2 года назад +1

    Is there a limit to the size of the uploaded sample pdf file or the number of lines of the excel file that needs to be created?

    • @MailMergic
      @MailMergic  2 года назад

      Both the PDF and Excel files have a size limit of 5 MB. The number of rows in the Excel file is not limited.

    • @anhnhatnguyet4628
      @anhnhatnguyet4628 2 года назад +1

      Thank you. So if the case of PDF and excel files is larger than 5 MB, is there another alternative method?

    • @MailMergic
      @MailMergic  2 года назад

      @@anhnhatnguyet4628 Most large PDF files are created by large embedded image files. We recommend compressing the images in large PDF files, either manually or with free tools such as smallpdf.com/compress-pdf.

  • @gurudhacker
    @gurudhacker 2 года назад

    its a great tool, only one thing i am facing is that when i merge a date from the excel sheet it takes it some number e.g suppose dt is 06.11.2022 after mail merging it shows me 442356 some thing like this. any solution for this. help is highly appreciated

    • @MailMergic
      @MailMergic  2 года назад

      To get a correctly formatted date in the generated PDF file, you can save the date as “Text” format instead of “Date” format. This way the date will always be printed as you can see it in your Excel file. You can find out more in our FAQ article: pdfmailmerger.com/faq/incorrect-date-format/

  • @rickwhite8303
    @rickwhite8303 3 года назад +2

    Is your system HIPAA compliant? Also, What do you do with the data that is uploaded? How long to you retain it, and who on your team has access to see it?

    • @rickwhite8303
      @rickwhite8303 3 года назад

      I did find your post on HIPAA compliance, but cannot find whether you provide a BAA or not. Do you?

    • @MailMergic
      @MailMergic  3 года назад

      Hello Rick,
      PDF Mail Merger will phase out it's HIPAA compliance due to the relatively low demand for HIPAA compliant products and the high efforts and costs to keep the HIPAA rules and procedures in place. Current BAAs that we have signed with Covered Entities will remain in place. However, we are not signing any new BAAs. You can find more information here: pdfmailmerger.com/faq/hipaa-compliance/
      Your data is encrypted and stored securely on our servers. Your data will only be processed for mail merging the PDF files and nothing else.
      We keep your data until you delete the created PDF template. If you delete a template, we will also irretrievably delete all related data and files.
      If you have not logged in for over 6 months we will permanently delete your entire account, including the uploaded files. In this case we will send you a notification 7 days before deletion. In our team only authorized and trained employees have temporary access to data and uploaded files in the event of a support request by the user.

  • @junweibuffalo
    @junweibuffalo 3 года назад +1

    Can we use the tool to email the PDF files to email addresses listed in the Excel?

    • @MailMergic
      @MailMergic  3 года назад

      Hello Jun, not yet - we'll be releasing this new feature in the next few days!

    • @junweibuffalo
      @junweibuffalo 3 года назад +1

      ​@@MailMergic Great! We have a project to use that feature. Can you please post an update or a new video when the feature is available?

    • @MailMergic
      @MailMergic  3 года назад

      @@junweibuffalo Sure, we'll leet you know once it becomes available and will also post a new video about it!

  • @MailMergic
    @MailMergic  4 года назад +1

    Hey y’all, thanks for watching! And don't forget: we are here to help you - if you have any questions left, just contact our Support on our website mailmergic.com

  • @sugiartosugiarto5306
    @sugiartosugiarto5306 Год назад

    how if we want to make chart in pdf file by using formula in spreadsheet data in our report?

    • @MailMergic
      @MailMergic  Год назад

      Hi Suigiarto, unfortunately PDF Mail Merger cannot create dynamic charts in a PDF file.

  • @MasoodTextileMillsltd
    @MasoodTextileMillsltd 3 года назад +1

    Yes Please

    • @MailMergic
      @MailMergic  3 года назад

      Thank you very much for your comment - if you have any questions you can also reach out to us via support@pdfmailmerger.com

  • @Jannat_Rocks
    @Jannat_Rocks Год назад

    it gives water mark?

    • @MailMergic
      @MailMergic  Год назад

      Yes, a watermark will be printed on your generated PDF files on the free plan. To remove the watermark, please subscribe to one of our paid plans.

  • @cricline1181
    @cricline1181 3 года назад +1

    site is not working in india

    • @MailMergic
      @MailMergic  3 года назад

      Thank you for your comment Sam! We have countless satisfied customers from India who are using our software on a daily basis. Please message us at support@pdfmailmerger.com to work out why it is not working for you.