I need a simple one or two click process to automatically generate and save PDF invoices, and send each one in an email attachment to each client.
I have created a word 2010 doc complete with Mail Merge fields, which is linked to an excel spreadsheet. Both files are attached.
The process is two steps:
1) Save the mail merge as individual PDF files
2) Attach and send the correct file in a personalised email within Gmail.
I'd like to be able to do the process myself, so either if you can show me how it is done, or write some VBA code for me that would be great.
Good english skills is a priority. I want this to be simple, so think about how you can simplify it as much as possible.
I have basic VBA experience, but I want you to make it simple enough so that people can do it in 1 or 2 clicks.
Ideally, all the PDF files will save in a single folder.
hi,
I can develop a software application to read all email and send email using gmail. I will develop an .net window application to run in single click. Please see my profile and let me start with the project.
I will develop an application according to following plan:
1. application will read email address with other contact information
2. application will read pdf file path(generate pdf file if necessary) to send as attached file.
3. Application will automatic or manually send email to the destination address from mail merge file.
I can give you a flexible way to send email.
Thanks
Prakash
Hello,
I have completed similar project here and expert in custom PDF document generation from excel or access query/search results. I can solve your project and confident to start.
Regards
Ahsan
Hello!
I have implemented a similar system before where the requirements were as under :
1. Process services rendered by different service providers and generate invoices for them
2. Store the invoices
3. Email using Gmail /Outlook to respective clients address with personalised mail
All this has been done in Excel. Word also uses VBA and so development will be similar. May be you could look at generating reports and sending them straight from Excel.
I could show you how it works over a skipe session.
Please add Excel, VBA as required skills and you will see the correct reviews/ratings for the freelancers.
I have executed projects with similar requirements. And I can implement this feature for you in a day or two. We can connect on gtalk/gmail/skype to discuss the requirement and test the solution, so that it meets your needs.
Looking forward to help you with this requirement.
Thanks & Regards,
Ruchi