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How to Send an Excel File to Email as PDF (Easiest Way in 2024)

In this article, we will show you how to send an Excel file to Email as PDF. Simply follow the process below.

How to Send an Excel File to Email as PDF

Follow the steps below to easily send an Excel file to email as PDF. 

1. Convert Excel File to PDF and Save

Open the Excel file you want to send. Make sure all the data is correct.

how to send excel file to email as pdf

In Excel, click on 'File' and select 'Save As'. Choose 'PDF' from the 'Save as type' dropdown menu. Save the PDF file to your computer.

how to email excel sheet as pdf

2. Compose New Email and Attach PDF File

Open your email account, such as Gmail, Outlook, or Yahoo. Start a new email by clicking on 'Compose', 'New Email', or the equivalent.

email excel sheet as pdf

In the email's attachment section, click the 'Attach files' icon, usually a paperclip, to attach the PDF file. Find the file on your computer and wait for it to upload.

email excel sheet as pdf

3. Enter Email Details and Send the File

Type the recipient's email address. Add a subject and a brief message explaining the content of the email. After attaching the PDF and filling in all details, press 'Send'. Your Excel file, now a PDF, will be sent to the recipient.

How to Email an Excel Sheet as PDF in Windows

Follow the steps below to email an Excel sheet as a PDF in Windows using the Quick Access Toolbar. 

1. Customize Quick Access Toolbar to Include 'Email as PDF Attachment'

Open Excel. Right-click on the Quick Access Toolbar, usually at the top of the window. Select 'More Commands'.

In the 'Choose commands from' dropdown, select 'File Tab'. Find and select 'Email as PDF Attachment'. Click 'Add' to include it in the Quick Access Toolbar. Then click 'OK'.

2. Convert and Attach Excel Sheet as PDF in Email

Open your Excel file. Ensure all data is accurate. Click the newly added 'Email as PDF' button in the Quick Access Toolbar. Excel will convert the sheet to a PDF and open a new email in your default email account with the PDF attached.

3. Enter Recipient's Address, Add Subject and Message, Then Send Email

In the new email window, enter the recipient's email address. Add a subject and a brief message. Review your email and then click 'Send' to send your Excel sheet as a PDF.

We hope that you now have a better understanding of how to send an Excel file to Email as PDF. If you enjoyed this article, you might also like our article on how to find duplicate email addresses in Excel.

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