Send Files and Documents from Excel

Send Files & Documents from Excel: PDF, Word, images. 1 click. MultiMail → Complete!

Files and Documents

The Send Files and Documents from Excel application of Optipe MultiMail lets you send bulk emails attaching individual or mass files to each recipient with 1 click. Each email can include personalized documents or the same one for all, saving time and avoiding manual errors.

Video Example. Send Files or documents from Excel in individual emails.

Example. Send files with management reports to each branch manager.

Example of bulk sending personalized files and documents from Excel with MultiMail: management reports to branch managers via Outlook

Use this application to:

Individual invoices to clients: Each receives only their PDF or document, with total privacy and no exposure of others' data.
Secure payroll or salary statements: Each employee sees only their sensitive information, ideal for HR.
Monthly reports per branch or department: Budgets, sales, delinquency or payment status in personalized PDF/Excel.
Payment status or certificates to suppliers/employees: Unique files per recipient, without manual errors.
Customized invitations or documents: JPG/PNG or any format different per person or corporate event.

Advanced setup and all technical details:
Check the complete how-to guide to learn how to set up sending/reply accounts, schedule delays, save configurations for monthly reuse, insert inline images, and more. Includes step-by-step videos.

Expert tip: In our blog we explain why sending individual emails improves open rates and the security of your corporate communication.

See also:

📋 User Testimonials

Giulia R., Sales Manager, Rome, Italy:

"Using Optipe, I consolidate sales data from multiple files in seconds, allowing me to focus on strategies instead of manual tasks."

José A. C., Medical Director, Madrid, Spain:

"Every month I receive a large number of reports with medical records. Using Data Tools Suite, I can consolidate them into a single file in a matter of a minute, and together with Multimail, I can send the corresponding reports. Discovering and using it has meant a huge leap in productivity and safety for me and our entire department."

John C., University Professor, Glasgow, Scotland:

"I manage data that I pull from a system into Excel, and I always have to clean it up first because it's riddled with extra spaces and blanks. Then I need to consolidate a bunch of those tables into a single file before I can run my analyses. With Data Tools Suite, I get it all done so quickly now—I can hardly believe it!"

José Luis D., Data Analyst, Madrid, Spain:

"Every month and quarter, I have to extract and analyze data in Excel files, sometimes very large and with a high amount and complexity of calculations. Optipe is a great help because it reduces the time of all the calculations and my work. I recommend it to anyone who regularly handles files of all types, but especially those with large amounts of data."

Rogelio A. C., Specialist in Technological Innovation and IT Reengineering, Pachuca, Mexico:

"Optipe is the perfect solution for managing databases simply and efficiently, making complex processes easy and becoming an essential part of daily work."

Vanessa V., Database Specialist at Bank, San José, Costa Rica:

"Optipe makes it easy to remove blank cells, convert values, and present information in pivot tables quickly and safely; I couldn't perform my duties without it."

Gerardo F. D., Institutional Planning Analyst, Veracruz, Mexico:

"Optipe is an excellent tool for quickly managing databases and cleaning data, ensuring accurate reports; I highly recommend it."

Emily R., Chicago, IL, USA:

"I used to spend hours and hours every week preparing data for analysis, and now I do it in minutes with Data Tools Suite. It’s truly fantastic."

Ana S. M., Data Manager, São Paulo, Brazil:

"Optipe has revolutionized my work with databases; now I process reports in minutes instead of hours. It's indispensable for any analyst!"

Pablo P. C., Editor and Entrepreneur in Ecotechnologies, Bariloche, Argentina:

"Optipe changed my life by allowing me to summarize tables into a single record to manage book shipments and sales, making pivot tables much easier to use."

Carlos R. L., Analista de Recursos Humanos, Asunción, Paraguay:

"MultiMail allows me to send payroll data and certificates to over 200 employees monthly with just a few clicks. It used to take a full day, now it's done in 10 minutes. Huge time saver!"

Sergio A. C., Excel MVP, Mexico:

"I use Optipe daily to efficiently manage databases, saving time on summaries and data normalization."

Sophie L., Business Consultant, Paris, France:

"Optipe is an essential tool for handling large data volumes in consulting; it reduces errors and speeds up analyses for my clients."

George K., New York, NY, USA:

"I spend more on any company meal than buying Optipe’s apps; they’ve paid for themselves in days or less. It’s incredible the time we save on data segmentation and email sending."

Franz B., Data Engineer, Berlin, Germany:

"Optipe makes data cleaning and pivot table creation easy; it has greatly improved my productivity in engineering projects."

Michael T., Financial Analyst, New York, United States:

"With Optipe, I clean and analyze complex data in Excel quickly, saving hours weekly on my financial reports. Highly recommended!"

Betzabé G., Technical-Sales Manager, Caldas/MG, Brazil:

"I saw the features of the Multimail add-on and found them to be extremely useful, since I have to send personalized emails to many clients."

Gerardo F., Planning Analyst, Veracruz, Mexico:

"Data Tools Suite is a very good tool for quickly managing databases, as well as for cleaning out data clutter, which ensures the correct presentation of various reports and results in general. I highly recommend this OPTIPE tool."

César I. C., Director of University Admissions, Talca, Chile:

"Optipe has become an indispensable tool in my work; the time savings are significant when grouping tables and extracting data compared to doing it manually."

Eduardo A., Head of Human Resources, Talca, Chile:

"I send monthly fee and honoraria data to 500 contractors, something that used to take me a full day. With MultiMail I handle it in under 10 minutes. A huge change!"

Sarah M., HR Specialist, Toronto, Canada:

"MultiMail is perfect for sending personalized reports and reminders to the entire team in bulk from Excel. It reduces errors and saves me hours every month on internal communications."

Raj P., IT Analyst, Singapore, Singapore:

"Optipe optimizes my Excel workflow for IT projects; quick data normalization and summaries are a game-changer in Asia."

Emma W., Marketing Coordinator, London, United Kingdom:

"With MultiMail, I send personalized campaigns to hundreds of clients from Excel in minutes, without complications or errors. It has transformed how I manage my newsletters and follow-ups."

Héctor O. R., Director of Administration and Operations, Santiago, Chile:

"Optipe has been incredibly useful for data analysis, saving time and being a powerful and easy-to-use tool; once you start using it, you can't abandon it. It literally changed my life."

Jaime K., Independent Consultant, Lima, Peru:

"Optipe allows efficient and fast handling of tables, achieving spectacular results and saving time in database modeling for finance and risk."

Boost Your Excel Today with OPTIPE!

Try Free! Buy Now!

Send Files & Documents from Excel (PDF Invoices, Reports XLS) – MultiMail

Use this application to:

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Boost Your Excel Today with OPTIPE!

Send Files & Documents from Excel (PDF Invoices, Reports XLS) – MultiMail

Use this application to:

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Save 5+ hours per week in Excel

Ready to start?

Boost Your Excel Today with OPTIPE!