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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. Download the CSV template. It already has a column for each recipient and each fillable field.
  3. Fill in one row per copy, or add recipients manually.
  4. Upload the CSV. Propper checks every row before anything is sent.
  5. Send. Each recipient gets their own copy, pre-filled with the values from their row.

Starting a Bulk Send from a Template​

Any template can be sent in bulk. Open the template's actions menu — from the templates list, or the arrow next to Use Template on the template page — and choose Send in bulk.

The prompt lists each recipient role on the template and asks how it behaves across the batch:

  • Filled from CSV — one row of your CSV per copy. The role's Name and Email columns appear in the CSV template. A role with no person set on the template always works this way.
  • Keep on every copy — the person already set on the template signs every copy. Their columns are removed from the CSV template, and you choose whether they sign once for all copies (one signing session) or separately on each copy (one signing request per copy).

The CSV template preview at the bottom of the prompt shows exactly which columns you will get — columns for fixed recipients appear greyed out (hover one to see why) and are left out of the download. Choose Continue to create the agreement and land on the recipients upload.

tip

Send in bulk is available on eligible plans. If you do not see it in the actions menu, check Settings > Billing.

Preparing Your CSV​

Each row in your CSV becomes one copy of the agreement. Start from the downloaded CSV template: its columns come from your template, so you don't need to name or map them yourself.

Recipient columns. Each role filled from the CSV has a Name and an Email column, for example Employee::Name and Employee::Email. Both are required for every row.

Field columns. Each fillable field that belongs to a role filled from the CSV gets its own column after the recipient columns. The column is named after the field's label. A value in the cell pre-fills that field on the copy.

Example, for a template with one Employee role and two fields, Bonus Amount and Start Date:

Employee::Name,Employee::Email,Bonus Amount,Start Date
John Smith,john@company.com,5000,2026-03-01
Jane Doe,jane@company.com,,2026-03-15

How field values behave:

  • A filled cell pre-fills the field. The recipient sees the value and can still change it.
  • A blank cell leaves the field as the template has it: empty, or showing the template's default value. The recipient fills it in as usual. A blank cell never overwrites a field with an empty value.
  • Two fields with the same label get separate columns. The second is named Label (2), the third Label (3), and so on, in the order the fields appear in the document (by page, then top to bottom, then left to right).
  • Labels with commas or quotes are quoted in the column header, following standard CSV rules. Spreadsheet apps keep the quoting when you save as CSV, so the file uploads unchanged.

Which fields get a column:

Field typeColumn
Text, Number, DateYes
CheckboxYes. Use true/false, yes/no, or 1/0
DropdownYes. The value must match one of the options, by value or label
Signature, InitialNo, each recipient signs their own copy
Radio, AttachmentNo
Auto-filled fieldsNo, they fill in from the recipient's details

A field gets no column when:

  • It belongs to a recipient you keep on every copy. That recipient's fields are the same on every copy, just like their name and email.
  • It is set to stamp on send, or is locked so the sender can't edit it. It keeps the template's value on every copy.

Before uploading: Remove empty rows, check the email addresses, and use YYYY-MM-DD format for any date columns.

Coming Soon

Screenshot: bulk-send-csv-template, a downloaded CSV template with recipient and field columns

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. Keep the column headers exactly as they are in the downloaded CSV template.

Row errors, The upload lists each row that failed and why. Checkboxes must use true/false, yes/no, or 1/0. Dates must be real dates written YYYY-MM-DD, and numbers must be numbers. Dropdown values must match one of the field's options, by value or label. Fix the listed rows and upload again.

A value didn't appear on the copy, Check that the column header still matches the field's label. A column that matches no field is ignored. Values stay with their field when you edit fields after uploading, but a field you delete loses its values, and a field you add has none: upload the CSV again to fill it. Editing recipients by hand keeps the values of every row whose recipients you didn't change.

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