Bulk sending lets you take a single document template and send it to many recipients at once, with each copy personalised using data from a spreadsheet. Instead of creating and sending each envelope individually, you upload a CSV file with recipient details and the platform creates individual envelopes for everyone in the list.
Combined with mail merge, bulk sending can also personalise the content of each document. For example, an employment contract bulk send could insert each employee's name, position, salary, and start date into their individual copy of the contract.
Upload a PDF or use one of our 14 templates. Place signature, date, and name fields where they need to go. If using mail merge, add merge field placeholders for any variable content.
Prepare a spreadsheet with one row per recipient. At minimum, include email and name columns. Add any additional columns for mail merge fields.
| name | position | salary | |
|---|---|---|---|
| jane@example.com | Jane Smith | Marketing Manager | $95,000 |
| tom@example.com | Tom Brown | Sales Lead | $88,000 |
Upload the CSV and review the recipient list. The system validates email addresses and highlights any issues. You can preview individual documents to verify merge fields before sending.
Hit send and every recipient gets their personalised document. Track completion in real-time from your dashboard. Automatic reminders chase anyone who has not signed.
Send employment contracts, NDAs, tax forms, and policy acknowledgements to a batch of new hires simultaneously.
10-50 docsRoll out updated terms of service, annual renewals, or new pricing agreements to your entire client base.
50-200 docsDistribute franchise agreements, operations manuals acknowledgements, and compliance forms to all franchisees.
20-100 docsOnboard new suppliers or update existing agreements across your supply chain in one batch.
10-50 docsSend performance review forms, salary adjustment letters, or bonus agreements to all staff at review time.
20-200 docsDistribute liability waivers, photo release forms, or participation agreements to event attendees.
50-200 docsSave your spreadsheet as UTF-8 CSV to handle special characters correctly
Use clear column headers with no spaces (use underscores: start_date, not start date)
Remove any blank rows at the end of the file
Check for duplicate email addresses -- each recipient should appear only once
Ensure date formats are consistent (use DD/MM/YYYY for Australian convention)
Keep currency values as plain numbers (95000, not $95,000) for reliable merge