PdfMachine merge is an email merge software that can generate personalized PDF files from data rows in Excel or CSV files and send them as email attachments.

Main features:

• Personalized PDF and email: Generate personalized content based on information from the data source, including names, accounts, etc.
• Flexible configuration: Generate and send PDF emails based on the action status in the data source, and can attach multiple dynamically generated PDFs.
• Diversified templates: Support the use of Word, PowerPoint, Excel, and HTML files as templates to generate personalized PDFs.
• Multiple attachments: supports sending emails with one or more attachments.
• Personalized security settings: Set independent security settings for each PDF attachment, such as password protection and encryption.
• Mode selection: Supports real-time mode, test mode, and document only mode, making it convenient to use in different scenarios.
• Attachment upload: attachments can be uploaded to Google Drive or Broadgun servers, and only links can be sent in emails to reduce email size.
• Import/Export Configuration: The configuration file can be exported and imported to other pdfMachine merge installations for easy configuration management and sharing.
• History: Keep a history of email merging and sending for easy retrieval and management in the future.

Application scenario:

• Batch send personalized emails and PDF attachments, such as monthly reports, billing notifications, year-end summaries, etc.
• Generate PDF documents with specific security settings and personalized content.

Usage steps:

1. Configure data source: Import data source from Excel or CSV file, containing personalized information.
2. Set template: Select or create a Word, PowerPoint, Excel, or HTML template that includes merged fields.
3. Generate and send: Generate personalized PDFs based on data sources and templates, and send them to the corresponding recipients via email.