Send Multiple Documents from Excel

New Release 🚀 MultiMail 4.0 is here! Mode 5: Send multiple documents per client. Fast & Secure.

Mode 5: Multiple Documents
Several personalized files in a single email

The innovative Multiple Documents mode of Optipe MultiMail revolutionizes document management from Excel. Now you can send all documents corresponding to a recipient in the same email (e.g., 3 invoices, 1 purchase order, and 2 reports), automatically matching them using codes or IDs.

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Example: Quarterly Billing and Bulk Collections

MultiMail groups files from your folders and sends them intelligently. It is the ultimate tool for Finance, Procurement, and HR departments.

Bulk sending of multiple personalized documents with MultiMail via Outlook

Why use Mode 5?

🧾 Invoicing: Send each client all their pending PDF invoices for the month in a single message.

📦 Logistics: Attach purchase orders along with their respective delivery notes and invoices.

📑 HR: Deliver contracts, payslips, and vacation certificates all at once to each employee.

💰 Collections: Insert a debt summary table in the email body and attach all PDF supports.

Step-by-Step Configuration

Learn how to match codes, select dynamic folders, and filter tables in our Complete How-to Guide for Mode 5.

Expert tip: Combining this mode with an inline summary table in the email body drastically reduces client inquiries and improves cash flow.

Other available sending modes:

Boost your team's productivity

MultiMail is the preferred automation tool for finance and administration professionals across the globe.

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📋 User Testimonials

Franz B., Data Engineer, Berlin, Germany:

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

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."

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."

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."

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!"

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."

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!"

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!"

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."

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."

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."

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."

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."

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."

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."

Sergio A. C., Excel MVP, Mexico:

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

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!"

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."

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."

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."

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."

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."

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."

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."

Send Multiple Invoices & Documents from Excel per Client – MultiMail

Master multiple sending with this video