BoloSign Feature

Bulk Send: Send one template to hundreds of recipients in one click

Bulk Send lets you upload a CSV file with recipient names and emails, select a pre-built template, and send hundreds of personalised documents for signing simultaneously. Each recipient gets their own unique, secure copy. Essential for lease renewals, policy acknowledgements, onboarding waves, and seasonal contract distribution.

Bulk Send: Send one template to hundreds of recipients in one click | BoloSign

What Is Bulk Send?

Bulk Send lets you upload a CSV file with recipient names and emails, select a pre-built template, and send hundreds of personalised documents for signing simultaneously. Each recipient gets their own unique, secure copy. Essential for lease renewals, policy acknowledgements, onboarding waves, and seasonal contract distribution.

How Does Bulk Send Work?

Navigate to PDF Templates -> click Actions -> select Bulk Send -> upload your CSV file (columns: name, email, plus any custom variables) -> preview the mapping -> click Send. BoloSign generates individual signing requests for each recipient with personalised fields. Track all responses in real-time via your dashboard or Google Sheets integration.

How Does Bulk Send Work?

How Teams Use Bulk Send

Sending 200+ lease renewal notices in one afternoon

HR onboarding packets for seasonal hiring waves

Insurance policy renewal notices to 500+ clients

Event liability waivers to all registered attendees

Vendor contract updates across your supplier network

Annual compliance policy acknowledgements for all employees

Why BoloSign's Bulk Send Is Different

DocuSign charges $60+/mo extra for bulk send. SignNow limits to 100 docs/mo. BoloSign includes bulk send in the team plan at no extra cost.

Pro Tips

1

Start by identifying your highest-volume document type - that is where Bulk Send will save the most time.

2

Combine Bulk Send with reusable templates for maximum efficiency - build the template once, use Bulk Send every time you send.

3

Connect Google Sheets integration alongside Bulk Send to automatically track every document's status in real-time.

4

Test Bulk Send during the 7-day free trial with real documents - not test files - so you see the actual time savings.

5

If your workflow has a unique requirement, contact BoloSign - custom features are built and shipped within 1 week.

Watch BoloSign in Action

See how easy it is to use Bulk Send

Frequently Asked Questions

Everything you need to know about Bulk Send

Related Features

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