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Mail Merge to PDF

It's easy to mail merge to PDF in a few simple steps. You can merge all kinds of different data types to create PDFs, including: images, dates, numbers and text in multiple languages. After you've installed Portant Data Merge, the next thing you need to do is open the add-on, in either Google Docs or Google Slides, then connect a spreadsheet, add some column tags to your template and then click automate, and voila!, you’ve just mail merged some PDFs!

We know how monotonous it can be to mail merge using complicated and unwieldy programs (or even having to write code!) That’s why we’ve come to the rescue.

With Portant you can open your spreadsheet, connect a template, click a few buttons and documents will be magically generated. You can then share them via customised emails or export them as pdfs. Just select the options you require and place your documentation on autopilot.

How to Mail Merge to PDF

Open Spreadsheet

Open the spreadsheet you want to mail merge in.

Connect template

Connect a Google Doc or Google Slides template
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Add Tags

Then just add 'column tags' into your spreadsheet

Merge

Save outputs as docs or pdfs and share via email

Delete laborious manual work

Mail merge to PDF eliminates the monotony of data entry from your life, saving you from repetitive strain injuries caused by clicking 'CTRL + C' 'CTRL + V'. But seriously, a huge amount of time is wasted on admin tasks, much of which we believe could be automated. Mail merge to PDF is one of the tools you can use to spend less time managing documents and more time changing the game.

An animation showing documents being created every time a new line is created in a spreadsheet.
An animation showing text and images being automatically placed inside a Google Presentation.

Make your documents without mistake

Mail merge to PDF means that typos are a thing of the past. All the information used to make your documents is sourced from a central spreadsheet. This means you won’t have to worry about any errors from copying and pasting or typos. Not to mention, your formatting is guaranteed to be consistent on all your PDFs.

Built into Google Workspace

Mail merge with the tools you already use - Google Docs, Sheets, Slides and Forms. Portant mail merge is integrated into the Google Workspace, so it’s available on the platforms you’re comfortable with. Mail merge to PDF will help you create powerful business solutions within Google Workspace.

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Frequently asked questions

How do I Mail Merge to PDF?

It's easy to mail merge to PDF in a few simple steps. You can merge all kinds of different data types to create PDFs, including: images, dates, numbers and text in multiple languages. The first thing you need to do is open a template in either Google Docs or Google Slides then connect a spreadsheet, add some column tags to your template and then click automate, and voila!, you’ve just mail merged some PDFs! View our complete guide here.

Can I merge images?

Merging images is easy. All you need to do is make sure the image is stored as an accessible url in your spreadsheet. Then when you add tags to your template, mark the row as an image. This means when you click 'insert' a placeholder images is inserted into the document. The placeholder image can be moved and resized however you like! Lean more here

Can a Google Form be saved as a PDF?

Yes, we call this mode 'Combine'. When you open the template, you can select to merge all the row's from your spreadsheet into one document in the Data Merge Box. Some of our users use this if they need to print the exported documents in one go.

Can I select which spreadsheet rows are merged?

Yes, you don't have to select all rows from the spreadsheet. In the template file's Data Merge box you can select a custom set of rows or make a rule to select only certain types of row. (There is even the option to select only one row if that is better for you.)

Can I choose the folder to save the output documents in?

Yes, you can select any Google Drive folder to save the outputs in. Learn more here.

Can I automatically share the documents via email?

Yes, you can send custom emails from your email address and attach the document outputs to them. Learn more here.

What they say about Portant

Antoine A.
Veolia

StarStarStarStarStar

“Not only did Portant Data Merge perfectly met our requirements, but their customer support was also perfect.”

Jennifer C-T
Educator

StarStarStarStarStar

"Couldn't find an add on that would merge spreadsheet data to slides including photos and now I have. Also, amazing customer service"

Russel L.
consultant

StarStarStarStarStar

"Portant is going to be a game-changer. This add-on is powerful, intuitive and adaptable to a variety of uses"

Grégoire D.
systems engineer

StarStarStarStarStar

"Excellent team, great add-on. I found a small bug, submitted it: they corrected it within 5 minutes. I recommend."

Rachel G

StarStarStarStarStar

"Easy to use and a great team! I emailed a question and they got back to me so quickly! I will be using this program for all sorts of stuff!"

Anthony J.
Citrii

StarStarStarStarStar

“Super helpful add-on. Makes life easier, saves time and helps keep your focus on the important things.”

More than just mail merge

You can do a lot more than mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

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