Excel VBA Letter Automation

Job ID: 39946301

Budget: ₹12,500 – ₹37,500 INR

I have an existing Excel model that holds all the variables needed for personalised letters. I want a VBA macro that automates the whole flow: pull each row’s data, merge it into a predefined letter template, and export every finished letter directly to PDF.

Key points I need covered:
• One-click run: the macro should loop through all rows (or only filtered ones), generate a customised letter for each record, and save the result as an individual PDF with a clear, rule-based file name.
• Template handling: the solution can work with an embedded Word template or a hidden worksheet acting as the layout, whichever is more robust—you can advise.
• Accuracy safeguards: include checks so the macro skips empty rows, warns about missing fields, and confirms completion when the last PDF is created.
• Configurable paths: save-to folder and naming rules must be easy for me to change later without editing the code.
• Clean, commented code: I should be able to maintain or extend the routine in the future.

Delivery expectations:
1. The fully working .xlsm file (or add-in) with the macro installed.
2. A short README or inline comments explaining how to adjust the template, file paths, and field mappings.
3. A brief hand-off call or screen-share if needed to walk through the setup.

If you have done similar task-automation in Excel/Word VBA and can turn this around quickly, let’s get started.