PDF Merge | Bulk Email Sending and PDF Generation
Business automation platform to automate Bulk Email Sending and Bulk PDF Generation scenarios
The Challenge
We got this project from an accounting firm in the Netherlands whose primary target was to automate their bulk email sending and bulk PDF generation. Previously, the client sent emails via mail merge in Excel and generated PDFs one by one on local systems. Both processes were manual, time-consuming, and error-prone at volume.
What We Built
Email Templates
Emails are primarily HTML and rich text. The platform's email templates are built using a Rich Text WYSIWYG Editor that lets users define their markup directly. Dynamic data in the email template is handled through unique variables, and users can test any template by sending a sample email before deploying it at scale.
PDF Templates
PDF templates are created the same way — through the WYSIWYG Editor — with an option to generate a sample PDF to preview the output before it goes out.
Email Attachments via Linked PDF Templates
Since emails often carry attachments like invoices, a PDF template can be linked to an email template. During the sending or generation process, the system combines the two with the actual data automatically.
Bulk Email Sending via CSV Upload
For bulk sending, the user selects an email template, uploads a CSV containing recipient data, and the system merges the CSV with the template to send all emails in one operation. Emails can also be scheduled for a specific date and time, allowing the team to prepare sends in advance.
The Result
The platform replaced the client's manual Excel mail-merge and one-by-one PDF workflow with a fully automated system. The accounting firm can now send bulk personalised emails with attached PDFs in a single operation — either immediately or on a schedule — cutting a previously labour-intensive process down to minutes.