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Bulk Send

Bulk Send lets you send the same agreement to a large list of recipients at once, where each person receives their own individual copy to sign. No recipient sees another's information.

Use it for HR onboarding, company-wide policy acknowledgments, sales contracts, compliance certifications, anything where many people each need to sign their own version of the same document.

note

Bulk Send is available on eligible plans. Check Settings > Billing to confirm access.

Coming Soon

Screenshot: bulk-send-interface, the Bulk Send screen showing template selection and recipient list upload

How It Works​

  1. Start from a template with the fields you need pre-placed.
  2. Upload a CSV file with one recipient per row, or add recipients manually.
  3. Map the columns in your CSV to the tags in your template.
  4. Preview one recipient's copy to confirm everything looks right.
  5. Send, each recipient gets their own personalized agreement.

Preparing Your CSV​

Each row in your CSV becomes one agreement sent to one recipient.

Required:

  • Email address (one valid address per row)

Recommended:

  • Recipient name (used in the invitation email)
  • Any data you want pre-filled in the agreement, one column per tag

Example:

Email,Name,Title,StartDate,Salary
john@company.com,John Smith,Engineer,2026-03-01,75000
jane@company.com,Jane Doe,Designer,2026-03-15,70000
tip

Name your CSV columns to match your template's tag labels exactly. Propper will map them automatically, saving you the manual mapping step.

Before uploading: Remove empty rows, fix formatting issues, verify email addresses, and use YYYY-MM-DD format for any date columns.

Mapping Fields​

After uploading your CSV, Propper shows you which columns matched automatically and which still need to be mapped manually.

  • Auto-mapped, column header matched a tag label exactly
  • Manual, click the unmapped tag and select the CSV column to use
  • Static value, enter a fixed value that applies to all recipients (e.g., your company name)

Which tag types support bulk data:

Tag typeSupported
Text, Number, DateYes
CheckboxYes, use true/false in CSV
DropdownYes, value must match an available option exactly
SignatureNo, each recipient signs individually
AttachmentNo
Coming Soon

Screenshot: bulk-send-csv-mapping, the column mapping interface showing auto-mapped and manually mapped fields

Monitoring Status​

To check progress after sending, go to Agreements and filter by Bulk Send. Click into a bulk send to see the per-recipient status and check for any delivery failures. → See Status Tracking for the full agreements dashboard.

Coming Soon

Screenshot: bulk-send-status-dashboard, the per-recipient status view showing completion progress

Troubleshooting​

CSV upload fails, Check that the file is under 5 MB and saved with UTF-8 encoding. Remove any special characters from column headers.

Mapping errors, Dates must be in YYYY-MM-DD format. Checkboxes must use true/false or 1/0. Column headers can't contain special characters.

Delivery failures, Check for invalid email addresses. If recipients aren't receiving emails, their corporate spam filters may be blocking delivery.