Choose the option to merge to individual PDFs and select your output folder. Best Practices for Mail Merge PDF Download

Always run a merge with 2-3 records to ensure formatting works before doing a batch of 500.

For high-volume or specialized needs, dedicated tools are best.

Use data from your sheet (e.g., «LastName»_Invoice.pdf ) to make file management easier.

Create an Excel spreadsheet with columns like Name , Email , Address , PDF_Name .

The formatting remains exactly as you intended, regardless of the device the recipient uses.