Send Multiple Documents from Excel

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Send multiple documents per client from Excel: invoices, purchase orders, certificates. 1 click. MultiMail → New mode!

Multiple Documents

The new Multiple Documents mode of Optipe MultiMail allows sending multiple personalized documents (PDF invoices, purchase orders, certificates, reports) to each recipient in a single email from Excel. All with 1 click, 100% local and secure.

Ideal for monthly bulk invoicing, accounts receivable, suppliers, and HR delivering multiple proofs per person.

Example. Send each client their pending invoices for the quarter + associated purchase order.

Example of bulk sending multiple personalized documents from Excel with MultiMail: invoices and purchase orders per client via Outlook

Use this application to:

Multiple invoices per client: Each client receives all their pending invoices (PDF) in one email, automatically matched by code/ID.
Purchase orders + invoices: Send the order + corresponding invoices in the same message.
Certificates and proofs per person: Retention certificates, payment proofs or multiple labor documents.
Detailed reports + summary: Attach several PDF reports + insert totals or balance table in the email body.
Variable documents per supplier or employee: Payrolls, vouchers, contracts or any set of files per recipient.

Advanced setup and all technical details:
Check the complete how-to guide to learn how to match codes, select folders, filter tables, and more. Includes step-by-step videos.

Expert tip: In our blog we explain why sending multiple documents with inline summary improves client experience and reduces repetitive inquiries.

See also:

📋 User Testimonials

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."

Franz B., Data Engineer, Berlin, Germany:

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

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."

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."

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."

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."

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!"

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."

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."

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."

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."

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 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."

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."

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."

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."

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!"

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!"

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."

Sergio A. C., Excel MVP, Mexico:

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

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!"

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."

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!"

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."

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."

Send Multiple Invoices & Documents from Excel per Client – MultiMail

Use this application to:

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Send Multiple Invoices & Documents from Excel per Client – MultiMail

Use this application to:

⚡ Boost Your Excel

📋 User Testimonials

🎯 Data Tools Suite + MultiMail

Save 5+ hours per week in Excel

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