So far I've tried using Mail Merge via Word + Excel, but the major constraint in that plan is that 1) you can't convert the word doc output to a PDF form, and 2) you can't really send a customized email to go along with it if you include the output as an attachment.

What I'm doing is essentially:

  • Using data from an excel spreadsheet to fill in a template that contains text fields and checkboxes
  • Using the column with email address info to email the resulting output to its intended recipient (total of about ~900) people.

Any ideas for programs to get this done with would be amazing!

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