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[GH-ISSUE #1565] [FR] Create a Mail Merge #601
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AppFlowy-IO/AppFlowy#601
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Originally created by @tfabacher-dp on GitHub (Dec 10, 2022).
Original GitHub issue: https://github.com/AppFlowy-IO/AppFlowy/issues/1565
Description
Add the ability to use an EJS https://ejs.co/ format to create intelligent mail merge-like documents. This will ensure compatibility with Node.js backend servers. The EJS format is quite well-documented and known by many in the IT space.
What we are looking at doing is contributing to the community and adding this functionality to the AppFlowy editor. If someone has started working on something like this or is there, someone we can contact to contribute this functionality, please let me know.
Impact
This would give AppFlowy the ability to be used in many applications to create emails, PDF documents, and even printable transactions like Invoices. Again, by using EJS we can link our Flutter app with Node in the backend easily.,
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@annieappflowy commented on GitHub (Nov 4, 2024):
Is there any way to do a mail merge of a single letter or contract or email?
Want to build a simple but robust CRM. 1 table with have contacts with phone address, a few fields of data. Another small table will have (if this is possible) form letters like a 1 page contract or short email etc., but formal, with 'letterhead' etc. Is it at all possible to use data from one table (address, salutation, etc), and use it in the form letter to produce a document? I want to print-to-pdf, or even cut and past with formatting to an email. thanks!
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@Vivian-appflowy commented on GitHub (Feb 7, 2025):
The user was hoping the a/f had a facility to make a correspondence letter and then populate that with redord data to produce a customized document, even in an offline environment:
is it possible to create a personalized letter (mail merge of one row ('contact') like in a CRM? so if I have name, address, salutation etc 'fields', and a few 1-page letter templates (like a contract, or marketing email, etc), can I crank out a one-off letter with classic address blocks, date, salutation, etc? and then just copy/paste that into an email, or print/export to pdf., so on?
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