Optimize email delivery from Excel: one email, all attachments

When sending personalized documents such as invoices, certificates, or confirmations, it’s common for multiple emails to be sent to the same recipient—each with a single attachment. This leads to cluttered inboxes, increased communication effort, and unnecessary strain on IT infrastructure.

SerienmailPro offers a solution: The add-in restructures your data source so that each recipient receives only one email containing all attachments intended for them—regardless of the number.

Streamline Your Workflow with Outlook and Excel

  • The starting point is an Excel list with multiple rows per recipient—each linked to an individual file attachment.
  • SerienmailPro analyzes the list and creates a new worksheet where attachments are grouped per recipient.
  • When sending, exactly one email is generated per recipient—with all relevant attachments.

Why PDF protection matters

When sending documents such as invoices, certificates, or official statements, it’s essential to ensure that the content cannot be altered afterwards. In other words, your PDF files must be write-protected. SerienmailPro offers a reliable solution: the add-in automatically protects your PDF files from unauthorized editing – directly from your Excel data source.

How SerienmailPro secures your PDFs

  • SerienmailPro reads file paths and passwords from your Excel spreadsheet.
  • With a single click, all PDF files are protected in batch mode.
  • You define whether editing, printing, or copying should be restricted.
  • Optionally, unprotected backup copies can be saved in a separate folder.
Screenshot: Data source before optimization
Screenshot: Data source after optimization

Benefits for Your Business

  • Reduced Email Volume: Fewer messages, more clarity
  • Professional Appearance: Structured communication appears more serious and customer-friendly
  • Efficient Processing: Automated restructuring saves time and prevents errors
  • Seamless Integration: Controlled via Excel, sent via Outlook—no additional software required

Typical Use Cases for Efficient Email Delivery

  • Sending multiple invoices to the same customer
  • Delivering certificates, confirmations of participation, or contract documents
  • Communicating with business partners who need to receive multiple documents at once

System requirements

  • Windows 11, Windows 10, Windows Server 2022, Windows Server 2019, Windows Server 2016
  • desktop version of Outlook, which is included in Microsoft 365, Office 2024, Office 2021, Office 2019 or Office 2016
  • Mail merge does not work in web-based Outlook, which Microsoft refers to as the new Outlook.

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