01 / PREPARE
Add your customer list
Export from your ERP or use the customer sheet you already keep, with company, contact, customer number and the file for each account.
Mail merge for distributors and manufacturers, inside Outlook
The new price list.
To every customer.
From their own rep.
Send price lists, quotes, order and shipment updates to your trade customers from Outlook, each with their own document attached, from each account manager's own mailbox. No BCC, no copy-paste, no marketing platform.
Free plan available. Requires a Microsoft 365 work or school account.
Licensed per account manager. Buy on Microsoft AppSource with Microsoft 365 billing, or here by card or PayPal.
“Great tool. Was looking to do a mail merge for annual price increase ... Brilliant and very easy to use!”
4.9/5 from 74 ratings on AppSource Made for your Outlook. New OutlookClassic OutlookMacWeb No Word required.
Send the price list to every customer.
One customer sheet from your ERP. The right document for every account.
02 / PERSONALIZE
Write it once, in Outlook
Insert the company name, contact, discount group and effective date. Each account manager sends their own batch, so the email comes from the person the customer knows.
03 / CHECK & SEND
See it before they do
Check that each attachment matches its customer, send yourself a test, then schedule the start for Monday at 7:00 so it is waiting when they start work.
Pick a use case
| Recipient | Company | Discount group | Attachments |
|---|---|---|---|
| Katrin Vogel | Hartmann Baubedarf | B | Price-List-2027-Hartmann-Baubedarf.pdf |
| Daniel Price | Northfield Electrical Supplies | A | Price-List-2027-Northfield-Electrical.pdf |
| Maria Santos | Delta Marine Services | C | Price-List-2027-Delta-Marine.pdf |
2. Their individual email
- To
- Katrin Vogel
- Subject
- Hartmann Baubedarf · 2027 price list, effective 1 January
Hi Katrin,
Your 2027 price list is attached, with your discount group B applied. Orders received before 15 December are invoiced at 2026 prices.
Price-List-2027-Hartmann-Baubedarf.pdf
From the Attachments columnBuilt for trade customer mail
Price lists, quotes,
order and shipment updates.
From one backorder notice to the annual price-list run across every account.
Messages & attachments
- Different attachments for each recipient
- Each customer gets their own price list, quote or confirmation, matched by the filename in your spreadsheet. Add a common file, such as your terms, for everyone.
- Your full mailbox size allowance
- Catalogues and spec sheets without a size cap from us. Your Microsoft 365 message size limit and the receiving systems still apply.
- Shared mailbox sending
- Send from orders@ or sales@ by changing the "From" address, with Send As permission. Or let each account manager send from their own address.
- A separate reply-to address
- Send as the account manager and route replies to your internal sales inbox. Set one reply-to address for the campaign.
Recipients & data
- Excel and CSV
- Use ERP and CRM exports as they come, in Excel, CSV or other spreadsheet formats. No reformatting into a template first.
- Many-to-one mail merge
- One email per customer listing all their open order lines in a table, with the confirmation from each row attached.
- Review, search and select recipients
- Search and filter the recipient table in the add-in, then untick accounts on credit hold. Hiding rows in your spreadsheet does not exclude them.
- Personal and shared Outlook contacts
- Pick recipients from your personal or shared address book, with company and department details for personalization.
Sending & control
- Start dates, weekdays and sending hours
- Start on a set date and send only within business hours, so the price list arrives at the start of the working day.
- Download a detailed send report
- An Excel record per customer of what was submitted, when, and with which attachments. Submission records are not confirmation of delivery.
- Message delays and daily caps
- Spread a large run across the day or the week with a delay between messages and a maximum per day.
- Pause, resume or cancel a campaign
- Pause if a price looks wrong, continue later, or cancel the remaining messages. Messages already submitted to Microsoft 365 keep their schedule.
Personalization
- Personalized subjects and messages
- Insert the customer number, discount group and effective date from your spreadsheet into the subject and message.
- Conditional content
- Show different terms to domestic and export customers from the same message, based on a column in your data.
- Number and date formatting
- Prices, discount percentages and delivery dates merge as they are formatted in Excel. Use Excel's TEXT function when a format must be exact.
- Fallback values for missing data
- Choose alternative text for empty fields, so a missing contact name does not leave an unfinished greeting.
Every feature, on both plans. Choose your plan
Use it free with a promotional footer, or remove the footer with a license.
Built for everyday business mail
Your customer data
stays in your Outlook.
Your customer list and documents are processed on your computer inside Outlook.
Finished emails are sent through your own Microsoft 365 mailbox. Nothing is uploaded to our servers, and every sent message is in the account manager's Sent Items for the next call.
No open pixels or click tracking. A price-list email is business correspondence, not marketing. The license check sends your mailbox address, the product name and a timestamp, never your customer data.
Share the Trust Center with ITWhere your campaign data goes
Your spreadsheet & attachments
Selected from your files
Processed on your computer
Individual messages created inside Outlook
Sent through Microsoft 365
From your account to your recipients
Microsoft permissions and your organization’s policies still apply.
Hours of copy-paste. Gone.
“You'll thank me later. Whether you are emailing 5 customers or 500, this software will make the task easy.”
Microsoft AppSource review · Nov 3, 2025
“Great Solution. I use it to automate tracking information to clients that I already store on a spreadsheet.”
Microsoft AppSource review · Jul 4, 2025
One license per account manager.
Per sending mailbox, so each account manager sends as themselves. Annual billing for the team, or monthly for a one-off run.
Several account managers? Buy licenses together and assign them
10 or more account managers? Volume pricing is available through Microsoft AppSource
Free version
For anyone. Every feature, no time limit, no credit card
Free
No subscription required.
- All features, unlimited campaigns*
- Adds a short promotional footer to each email
License
One license per sender, reassignable within your subscription
See current price at checkout per month
Billed monthly. Renews until cancelled.
- All features, unlimited campaigns*
- No promotional footer
- Pay by card, PayPal or through your Microsoft 365 subscription
License (annual)
One license per sender, reassignable within your subscription
See current price at checkout per year
Billed annually. Renews until cancelled.
- All features, unlimited campaigns*
- No promotional footer
- Pay by card, PayPal or through your Microsoft 365 subscription
Prices are shown in your local currency and may vary by country.
Prices are excluding applicable taxes which will be added on checkout.
*SecureMailMerge has no restrictions on the number of campaigns, emails or attachments, but Microsoft 365 or your organization may impose limits.
Questions from
sales ops and account managers.
Answers before the first price-list run.
Visit the Help CenterCan each account manager send to their own customers from their own address?
Yes. Each account manager installs the add-in in their own Outlook and sends their own batch, from their own customer sheet or a copy of the master list with only their accounts. Everyone can start with the free version. A paid license covers one sending mailbox, so buy one per account manager and assign them on the licensing server.
See how to assign licensesCan one email list several open orders for the same customer?
Yes. Put one order line per row with the same customer address, and choose many-to-one mode. Each customer gets a single email with a table of their lines, and the attachments from those rows are combined.
Set up a many-to-one mail mergeHow big can the attached catalogue or price list be?
SecureMailMerge adds no size cap of its own. Microsoft 365 limits a message to 35 MB by default, including attachments, and administrators can raise this to 150 MB. Attachments grow by about a third when sent, so share very large catalogues as a OneDrive or SharePoint link.
Check the size and sending limitsCan we send from orders@ or sales@?
Yes, with Send As permission for the shared address. Each account manager installs the add-in on their own mailbox and picks orders@ or sales@ in the "From" field. Sent messages are saved in their own Sent Items folder, and replies go to the shared mailbox. Running the add-in directly inside a shared mailbox is not supported.
See shared mailbox setupIs there proof of what was sent to each customer?
After each campaign, download the send report as an Excel file. It lists every customer row with its status, the attachments included and when Microsoft 365 accepted the message. It records submission, not inbox delivery, and SecureMailMerge does not track opens.
See the send reportWill it work with our Microsoft 365, and does IT need to approve it?
Each account manager needs a Microsoft 365 work or school account. New Outlook, classic Outlook, Outlook for Mac and Outlook on the web are supported. Your organization may require administrator approval for add-ins, so IT can review the permissions and deployment guidance before anyone installs.
Read the permissions guideMake the next price-list run a morning's work.
Your customer sheet. Your Outlook. The right document to every account.