How To Email Excel File As PDF

The PDF file format is one of the best document file types globally. This is because its structure doesn’t change even when the device changes. Another thing about PDF format is that it is compatible with almost all devices and platforms. You don’t need a specific software version to open it. You can access it even in a web browser. This is why users like to convert Word, Excel, and other formats to PDF, and today, we will discuss emailing Excel files as PDF. 

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. 

How To Email Excel File As PDF

There are four ways in which you can email Excel Files as PDFs:

Method	Benefits	Limitations
Email Excel File from the app itself	No need for a third-party app. The file remains secured on your PC.	Requires users to install Excel and Outlook apps on their PCs. Need to configure your Email in the Outlook app. Do not save the Excel file on your PC as a PDF.
Use Online Converter To convert Excel To PDF	Free method. Easy to use.	The Excel file will be uploaded to a third-party server for conversion, which is not secure.
Import Excel To Google Sheets	Free To Use Very Easy Method	You may lose some of the format when uploading an Excel file to Google Sheets.
Use Systweak PDF Editor	Easy to use App with Intuitive interface. Offline method ensuring the security of your Excel files. Does not require Outlook or Excel apps to be installed. Cheaper than Adobe Acrobat. Edit PDFs in more than one way.	Offers a fully functional trial version for 7 days and then will cost you $29.95

Here explain detailed steps to use all four methods. You can choose any method that suits your requirements.

Method 1: Email Excel File From The App Itself

Requirements: Excel and Outlook Apps with your email configured with the Outlook app and internet connection.

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:

Step 1: Run Excel app > click Open.

Step 2: Locate the file you wish to email as PDF and open it.
Step 3: Click the File tab > Share option.

Step 4: Choose Email > click the Send as PDF box.

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.

Method 2: Use Online Converter To Convert Excel To PDF

Requirements: Internet connection with any web browser.

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:

Step 1: Open ILovePDF website on your browser.
Step 2: Click on the Select Excel Files button.

Step 3: Choose the Excel file you wish to convert from your PC to PDF.
Step 4: Click on the Convert to PDF button.
Step 5: Wait for the Process to complete.

Step 6: Click the Download PDF button, and the PDF file will be saved in your browser’s default download folder.

Step 7: After downloading the file, you can open it and check.
Step 8: Open your email in your preferred web browser and send this PDF file as an attachment.

Method 3: Import Excel To Google Sheets

Requirements: Internet connection and Google account.

If the data in your Excel Sheet is sensitive or you don’t 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:

Step 1: Open Google Sheets and click on File > Import.

Step 2: Click on the Upload tab and click on the Browse button to choose the Excel file.

Step 3: Next, click on Import Data Button

Step 4: After the file has been successfully uploaded, you can open the Excel file in the Google Sheets app.
Step 5: Now, click on the File tab, followed by Download, and select PDF.

Step 6: Click the Export button, and the PDF will be downloaded to your default Download folder.

Step 7: You can then attach this file via your default email.

Method 4: Use Systweak PDF Editor

Requirement: Systweak PDF Editor.

The final step to convert an Excel file to PDF and email it is using the Systweak PDF Editor. This complete PDF manager app 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:

Step 1: Download and Install Systweak PDF Editor on your PC using the Download button below.

Step 2: Open the app and click on the Convert tab on the top.
Step 3: Next click the Convert from dropdown and choose Excel To PDF.

Step 4: Choose the Excel file you wish to convert and wait for the process to complete.

Step 5: Click on the OK button.

Step 6: Click on the File tab, choose Save As, and select the folder where you wish to save the file.

Step 7: After saving the file in the folder of your choice, you can send it as an attachment to your preferred email service.

Can You Email the Excel File As a PDF?

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.

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