We are in the process of implementing a Price Increase to all our customers (over 1,000 clients) and we need to send out email notification to each one advising them of the increase while including a copy of their new price list as a PDF file.
I have a master spreadsheet where every line has the following columns:
- Customer Number
- Customer Name
- Customer Email Address
- Item Number
- Price
- Salesperson Email Address
Each customer has multiple items so many of the lines may have the first three columns duplicated until the list gets to the next customer.
I would like help creating a VBA script which will create a separate PDF document for each customer, listing only the items and prices for that customer. I would then have separate PDF price lists for each customer.
After the PDF document is created, I would like to automatically email the PDF document to the customer whose email address is specified on the spreadsheet. Since the email address may be duplicated on multiple lines for the same customer, the script should only send it to each customer once.
Attached is a sample section of the spreadsheet.
In addition to the email being sent to the customer, it should also be CC'd to the salesperson. The subject of the emails should be "New Pricing for {Customer Name}". Lastly, the body of the email will need to be formatted using the corporate branding (font, colors, logo).
I know this is a lot to ask. Your help would be greatly appreciated. Thank you.
Hi Bruce,
You're lucky, I have a code that is very similar to what you need.
You can try the file attached.
Cheers,
Catalin