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Explore the BoldSign features that make eSigning easier.
Explore the BoldSign solutions that make eSigning easier.
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Select a prebuilt template that is applicable to all recipients.
Upload a CSV file that contains the names and email addresses of the recipients.
Send the document to all recipients at once, with each getting their own personalized copy to sign.
Send a document to multiple recipients with a single action. Whether it's contracts, forms, or agreements, bulk send enables you to distribute documents to large contact lists quickly.
When you upload data from a CSV file, it automatically maps to the relevant fields in your chosen template. Each column in the CSV corresponds to placeholders such as recipient name and email address.
Allow you to reuse documents intended for multiple recipients, saving you time by eliminating repetitive document creation and ensuring quick, efficient distribution of preconfigured documents.
Each recipient receives a personalized document with their specific details automatically filled in.
Bulk send lets you add personalized messages for each recipient, enhancing engagement and creating a personalized experience for signers.
Apply tags to documents used in bulk send to categorize them for easy search, retrieval, and management in large-scale eSignature requests.
With a BoldSign bulk send, you can monitor document progress in real time, seeing who has viewed or signed it.
Send reminders to all unsigned recipients in bulk at once, encouraging recipients not to miss their signing deadline.
Export signer status and form data to CSV to quickly assess which recipients have signed, are pending, or have declined.
All bulk send documents are secure and legally binding, compliant with global eSignature standards like the ESIGN Act and eIDAS, ensuring valid and enforceable signatures.
Here’s a list of scenarios where bulk sending with personalized fields for each recipient would be highly effective.
Distribute contracts, onboarding documents, and policy agreements to new hires or all employees at once.
Send out sales contracts, proposals, and NDAs to large lists of clients in seconds, ensuring you never miss a deal.
Distribute compliance forms, terms of service agreements, or any legal documents.
Send promotional emails, newsletters, or product updates to a large list of subscribers.
Non-profits can efficiently collect signatures for donation agreements by using bulk send to reach supporters simultaneously.
Distributing surveys to gather feedback from customers or employees.
Schools or universities can streamline document collection by sending enrollment agreements, permission slips, or student contracts to multiple families at once.
Clubs or associations can simplify the membership process by bulk sending applications and renewal forms, ensuring timely responses from new and current members.
Real estate agents can expedite the closing process by sending multiple property purchase agreements, lease agreements, or disclosures to clients simultaneously.
The BoldSign tutorial videos and blog posts cover a wide range of topics, including problem-solving techniques, feature explanations, new feature announcements, and example scenarios.
