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PATools Mail Merge
Mail merge using only Microsoft® Excel® software.
- Simple and easy to use
- No need to know Microsoft®
Word software
or other programs
- Various output options including email and pdf files*
- Easy to merge forms and data requiring formulas, lookups, 'if'
statements etc
- Numerous advanced options
- On-line help file
and troubleshooting
- Demo workbook with examples
- FREE to try for as long as you wish with full functionality
To run a merge you simply create two worksheets:
- The destination sheet is your form/letter etc, with the merge field
names marked by << >> in any cells
eg cell A6 might contain "Dear <<firstname>>,".
The sheet can be named as you wish, and can contain any number of merge fields alongside any other lookups, in a formula or
within text.
- The source sheet will contain the rows of data to be merged. In row 1 you put the merge field names
(eg firstname in cell A1, no <<>>), and below you have your data to be merged
(eg John in cell A2).
The results can be output to:
- print preview for testing / individual printer selection
- your printer
- individual emails, either in the email body or as attachments (text files, Microsoft® Excel®
workbooks, html files or pdf files*)
If you
use Microsoft®
Outlook® there are various options, and you can send the emails straight to your outbox
- a file - either one plain text file with page breaks, or individual text files, or individual Microsoft® Excel®
workbooks, or html or pdf files*
- a new workbook with each merge result on a separate worksheet
There are also a number of advanced options such as different numbers of
printouts per merge, insert different images, selective source row merging, and
merge to different destination templates in one run, plus a whole range of
options for emails if you use Microsoft®
Outlook®.
Download and try it out for free now, and buy securely on-line with license details by return email.
* To create pdf files you will need Excel 2007 or later,
and for Excel 2007 the
free Microsoft add-in

Click to see full size screenshot
Watch a video
here
Which mail merge
product(s) do I need?
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PATools Mail Merge 1
row of data per merge
1 merge into 1 destination sheet
Examples:
- Individual letters or emails,
where each letter is a separate document to 1 person with 1 set of
data being merged in
- Individual confirmations, where
each confirmation requires just 1 set of data
- Individual results sheets, where
each sheet contains just 1 set of results data
- ... and many more ...
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PATools Advanced Mail Merge
Multiple rows of data per merge
1 merge into 1 destination sheet
Examples:
- Customer / Supplier statements /
remittances, where each one contains several lines of data for
outstanding invoices
- Examination Results, where each
pupil's results sheet may contain one or more subject exam results
- Order listings, where each
supplier sheet has one or more orders
- Purchase Orders, where each order
contains one or more line items
- Confirmation sheets, where each
sheet may require one or more items to be confirmed individually
- ... and many more ...
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PATools Page Merge 1
row of data per merge
Multiple merges into 1 destination sheet
Examples:
- Examination Results for notice
boards, where each results sheet may contain multiple pupils'
overall exam results
- Summary confirmation sheets,
where each sheet contains multiple individual results
- Order summary sheets, where each
sheet lists multiple orders
- ... and many more ...
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Important note on Microsoft Outlook security
When using this PATools product many users of Outlook 2000 or later will
encounter issues with Outlook security, appearing for example as one of
the following:


If you do not wish to see these messages we suggest you try the MAPILab
product at
http://www.mapilab.com/outlook/security
This product is simple to install, and is free for private or commercial use.
Although PATools does not recommend any particular product, we have successfully
used this one ourselves and know of others who have found it to solve their
problems.
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Changes since last release
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UpgradeNo need to uninstall your current version - simply close Excel,
download
as above and overwrite your existing copy.
If you have a licensed copy then you should download into the same folder as the previous version, otherwise you may need to re-enter your licensing details and may lose any saved settings.
Contact us if you have problems.
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Buy
BUY NOW from the secure ordering site of our payment partner share-it! where you can pay in various currencies
Licenses expire after 1 year.
SAVE MONEY by buying an extended license (lasting more than 1 year) - see here
SAVE MONEY ONLY GBP 80.00 for a 1 year license
for the full PATools Merge Suite* -
buy here
* Suite consists of PATools Mail Merge, Advanced Mail
Merge, Page Merge and Label Merge
SAVE MONEY by buying several PATools Excel products - see here
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