{"id":23330,"date":"2024-07-17T17:15:08","date_gmt":"2024-07-17T11:45:08","guid":{"rendered":"https:\/\/www.systweak.com\/blogs\/?p=23330"},"modified":"2025-02-12T16:22:18","modified_gmt":"2025-02-12T10:52:18","slug":"email-excel-file-as-pdf","status":"publish","type":"post","link":"https:\/\/www.systweak.com\/blogs\/email-excel-file-as-pdf\/","title":{"rendered":"How To Email Excel File As PDF"},"content":{"rendered":"<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The PDF file format is one of the best document file types globally. This is because its structure doesn\u2019t change even when the device changes. Another thing about PDF format is that it is compatible with almost all devices and platforms. You don\u2019t need a specific software version to open it. You can access it even in a <a href=\"https:\/\/en.wikipedia.org\/wiki\/Web_browser\">web browser<\/a>. This is why users like to convert Word, Excel, and other formats to PDF, and today, we will discuss emailing Excel files as PDF.\u00a0<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">There are different versions of Microsoft Excel; an Excel file created in one version may or may not appear the same in another. Hence, to avoid accessibility issues, sending a PDF instead of Excel is preferred and recommended. Sadly, not many users know how to do it. Therefore, this post will explain easy and quick ways to email Excel as a PDF and convert Excel to PDF and email.\u00a0<\/span><\/p>\n<h2 style=\"text-align: justify;\">How To Email Excel File As PDF<\/h2>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">There are four ways in which you can email Excel Files as PDFs:<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td><strong>Method<\/strong><\/td>\n<td><strong>Benefits<\/strong><\/td>\n<td><strong>Limitations<\/strong><\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Email Excel File from the app itself<\/span><\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">No need for a third-party app.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The file remains secured on your PC.<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Requires users to install Excel and Outlook apps on their PCs.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Need to configure your Email in the Outlook app.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Do not save the Excel file on your PC as a PDF.<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Use Online Converter To convert Excel To PDF<\/span><\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free method.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy to use.<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">The Excel file will be uploaded to a third-party server for conversion, which is not secure.<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Import Excel To Google Sheets<\/span><\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Free To Use<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Very Easy Method<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">You may lose some of the format when uploading an Excel file to Google Sheets.<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<tr>\n<td><span style=\"font-weight: 400;\">Use Systweak PDF Editor<\/span><\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Easy to use App with Intuitive interface.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Offline method ensuring the security of your Excel files.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Does not require Outlook or Excel apps to be installed.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Cheaper than Adobe Acrobat.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Edit PDFs in more than one way.<\/span><\/li>\n<\/ul>\n<\/td>\n<td>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Offers a fully functional trial version for 7 days and then will cost you $29.95<\/span><\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p style=\"text-align: justify;\">Here explain detailed steps to use all four methods. You can choose any method that suits your requirements.<\/p>\n<h3 style=\"text-align: justify;\">Method 1: Email Excel File From The App Itself<\/h3>\n<p style=\"text-align: justify;\"><b>Requirements<\/b><span style=\"font-weight: 400;\">: Excel and Outlook Apps with your email configured with the Outlook app and internet connection.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The first method is emailing Excel files through the Microsoft Excel app. To use this method, you need Excel and Outlook. Here are the steps to use these apps and email Excel files as PDFs:<\/span><\/p>\n<p style=\"text-align: justify;\"><div class=\"color-box\">\n<div class=\"shadow\">\n<div class=\"info-tab note-icon\" style=\"background:#47ADE0\"><i><\/i><\/div>\n<div class=\"note-box\" style=\"background:#d5e9f6\">\n<p> <strong> Note : <\/strong>To use this method Outlook must be configured.<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 1: Run Excel app &gt; click Open. <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23334\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Excel-App-Home-Screen.webp\" alt=\"Excel App Home Screen\" width=\"568\" height=\"484\" sizes=\"(max-width: 568px) 100vw, 568px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 2: Locate the file you wish to email as PDF and open it.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 3: Click the File tab &gt; Share option.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-23333 size-full\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Share-Option-Google-app.webp\" alt=\"Share Option Google app\" width=\"504\" height=\"509\" sizes=\"(max-width: 504px) 100vw, 504px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 4: Choose Email &gt; click the Send as PDF box.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23336\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Send-As-PDF-Box.webp\" alt=\"Send As PDF Box\" width=\"789\" height=\"454\" sizes=\"(max-width: 789px) 100vw, 789px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 5: This will open the Outlook App where the converted Excel file will be automatically attached. Enter the recipient address, type the subject line and the content in the mail body, and press the Send button.<\/span><\/p>\n<h3 style=\"text-align: justify;\">Method 2: Use Online Converter To Convert Excel To PDF<\/h3>\n<p style=\"text-align: justify;\"><b>Requirements<\/b><span style=\"font-weight: 400;\">: Internet connection with any web browser.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If Excel or Outlook app is not installed, then you cannot use the above method. In such a case you can use an online converter to convert the Excel file to PDF and then send it via your default email option as an attachment. Here is what you need to do:<\/span><\/p>\n<div class=\"color-box\">\n<div class=\"shadow\">\n<div class=\"info-tab tip-icon\" style=\"background:#92CD59\"><i><\/i><\/div>\n<div class=\"tip-box\" style=\"background:#d5efc2\">\n<p> <strong> Tip : <\/strong>When you upload your Excel file to ILovePDF\u2019s server for conversion, the file's security is not guaranteed. If the data is sensitive, we suggest you use the offline mode of conversion (explained in method 4).<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 1: Open <\/span><a href=\"https:\/\/www.ilovepdf.com\/excel_to_pdf\" target=\"_blank\" rel=\"noopener nofollow\"><span style=\"font-weight: 400;\">ILovePDF website<\/span><\/a><span style=\"font-weight: 400;\"> on your browser.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 2: Click on the Select Excel Files button.<\/span><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23337\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Convert-Excel-to-PDF-using-I-Love-PDF-Editor.webp\" alt=\"Convert Excel to PDF using I Love PDF Editor\" width=\"1271\" height=\"339\" sizes=\"(max-width: 1271px) 100vw, 1271px\" \/><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 3: Choose the Excel file you wish to convert from your PC to PDF.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 4: Click on the Convert to PDF button.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 5: Wait for the Process to complete. <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23338\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Converting-File-to-PDF.webp\" alt=\"Converting File to PDF using I Love PDF\" width=\"365\" height=\"274\" sizes=\"(max-width: 365px) 100vw, 365px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 6: Click the Download PDF button, and the PDF file will be saved in your browser\u2019s default download folder. <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23340\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Download-PDF-I-Love-PDF.webp\" alt=\"Download PDF- I Love PDF\" width=\"1244\" height=\"242\" sizes=\"(max-width: 1244px) 100vw, 1244px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 7: After downloading the file, you can open it and check.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 8: Open your email in your preferred web browser and send this PDF file as an attachment.<\/span><\/p>\n<h3 style=\"text-align: justify;\">Method 3: Import Excel To Google Sheets<\/h3>\n<p style=\"text-align: justify;\"><b>Requirements<\/b><span style=\"font-weight: 400;\">: Internet connection and Google account.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">If the data in your Excel Sheet is sensitive or you don\u2019t want to upload it on any third-party servers you can import the Excel sheet into Google Sheets and convert it to PDF. Here is how to do that:<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 1: Open Google Sheets and click on File &gt; Import.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23341\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Google-Sheets-Import-Option.webp\" alt=\"Google Sheets Import Option\" width=\"339\" height=\"148\" sizes=\"(max-width: 339px) 100vw, 339px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 2: Click on the Upload tab and click on the Browse button to choose the Excel file. <img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23345\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Upload-Option-Import-File.webp\" alt=\"Upload Option - Import File\" width=\"835\" height=\"489\" sizes=\"(max-width: 835px) 100vw, 835px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 3: Next, click on Import Data Button<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23344\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Import-Data-Button.webp\" alt=\"Import Data Button\" width=\"454\" height=\"267\" sizes=\"(max-width: 454px) 100vw, 454px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 4: After the file has been successfully uploaded, you can open the Excel file in the Google Sheets app.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 5: Now, click on the File tab, followed by Download, and select PDF.<\/span><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23339\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Download-Option.webp\" alt=\"Download Option - Google Sheets App\" width=\"486\" height=\"177\" sizes=\"(max-width: 486px) 100vw, 486px\" \/><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 6: Click the Export button, and the PDF will be downloaded to your default Download folder.<\/span><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23343\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Export-button-to-download-pdf.webp\" alt=\"Export button to download pdf - Google Sheets\" width=\"1025\" height=\"438\" sizes=\"(max-width: 1025px) 100vw, 1025px\" \/><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 7: You can then attach this file via your default email.<\/span><\/p>\n<h3 style=\"text-align: justify;\">Method 4: Use Systweak PDF Editor<\/h3>\n<p style=\"text-align: justify;\"><b>Requirement<\/b><span style=\"font-weight: 400;\">: Systweak PDF Editor.<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">The final step to convert an Excel file to PDF and email it is using the Systweak PDF Editor. This complete <a href=\"https:\/\/www.systweak.com\/blogs\/systweak-pdf-editor-rolls-out-new-features\/\">PDF manager app<\/a> can convert different formats to PDF and vice versa. It works offline, so you do not have to upload your Excel file on ILovePDF or Google servers. This app allows users to edit and change the existing PDF with many different modules. Here are the steps:<\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 1: Download and Install Systweak PDF Editor on your PC using the Download button below.<br \/>\n<\/span><\/p>\n<div class=\"download_buttons_section\"><p style=\"text-align: justify;display:none;\" class=\"downloadnow-btn-show os-windows\" data-eventsource=\"DownloadNow_post_button\"><a data-param=\"systweakblog,wp_json\/wp\/v2\/posts\/23330,pos-1,\" data-operation=\"iframe\" class=\"ds-download-link \" rel=\"nofollow\" href=\"https:\/\/www.systweak.com\/blogs\/download-product\/spe\/w\/23330\/1\" onclick=\"gtag('event', 'ProductDownloadSysBlog', { 'event_label' :'email-excel-file-as-pdf', 'event_category':'windows-1' });\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full\" src=\"https:\/\/bg.systweak.com\/blogs\/wp-content\/plugins\/download-button-shortcode-new\/images\/window_btn.png\" alt=\"download\" width=\"250\" height=\"65\"><\/a><\/p><\/div>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 2: Open the app and click on the Convert tab on the top.<br \/>\n<\/span><span style=\"font-weight: 400;\">Step 3: Next click the Convert from dropdown and choose Excel To PDF.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23346\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Convert-tab-dropdown-Menu.webp\" alt=\"Convert tab drop down Menu - Systweak PDF Editor\" width=\"519\" height=\"390\" sizes=\"(max-width: 519px) 100vw, 519px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 4: Choose the Excel file you wish to convert and wait for the process to complete.<\/span><\/p>\n<p style=\"text-align: justify;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23347\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/Excel-to-PDF-Conversion-Started-Systweak-PDF-Editor.webp\" alt=\"Excel to PDF Conversion Started-Systweak PDF Editor\" width=\"447\" height=\"270\" sizes=\"(max-width: 447px) 100vw, 447px\" \/><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 5: Click on the OK button.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23349\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/PDF-File-conversion-completed-Systweak-PDF-Editor.webp\" alt=\"PDF File conversion completed - Systweak PDF Editor\" width=\"506\" height=\"312\" sizes=\"(max-width: 506px) 100vw, 506px\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 6: Click on the File tab, choose Save As, and select the folder where you wish to save the file.<img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-23350\" src=\"https:\/\/cdn.systweak.com\/content\/wp\/bg_systweak_com\/uploads\/2024\/07\/File-Tab-Systweak-PDF-Editor.webp\" alt=\"File Tab Systweak PDF Editor\" width=\"252\" height=\"261\" \/><\/span><\/p>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">Step 7: After saving the file in the folder of your choice, you can send it as an attachment to your preferred email service.<\/span><\/p>\n<h3 style=\"text-align: justify;\">Can You Email the Excel File As a PDF?<\/h3>\n<p style=\"text-align: justify;\"><span style=\"font-weight: 400;\">We hope we have clarified your doubts about emailing Excel files as PDFs. All methods work 100%, and you can choose any. Please write to us in the comments section about your preferred method and why you chose it.<\/span><\/p>\n<p style=\"text-align: justify;\"><strong>Recommended :<\/strong><\/p>\n<p style=\"text-align: justify;\"><a href=\"https:\/\/www.systweak.com\/blogs\/how-to-send-large-pdf-files-via-email\/\">How to Send Large PDF Files Via Email [2 Easiest and Quickest Ways]<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The PDF file format is one of the best document file types globally. This is because its structure doesn\u2019t change even when the device changes. Another thing about PDF format is that it is compatible with almost all devices and platforms. You don\u2019t need a specific software version to open it. You can access it&hellip; <a class=\"more-link\" href=\"https:\/\/www.systweak.com\/blogs\/email-excel-file-as-pdf\/\">Continue reading <span class=\"screen-reader-text\">How To Email Excel File As PDF<\/span><\/a><\/p>\n","protected":false},"author":12,"featured_media":23366,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[89],"tags":[],"class_list":["post-23330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-pdf-editing","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3-RC2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How To Email Excel File As PDF<\/title>\n<meta name=\"description\" content=\"Want to email an Excel file as a PDF? 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