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Bulk Send

Send personalized copies of the same agreement to multiple recipients at once. Bulk Send is ideal for HR onboarding, sales contracts, compliance acknowledgments, or any scenario where many recipients each need their own unique copy to sign.

Coming Soon

Screenshot: Bulk send interface showing template selection and recipient list

Availability

Bulk Send is available on eligible plans and may need to be enabled for your account. Contact your account team or check Settings > Billing to confirm access. Limits may vary by plan.

How it works​

  1. Create a template with tag placeholders for the data that varies per recipient
  2. Upload a CSV file with recipient data, or enter recipients manually
  3. Map CSV columns to template tags — Propper can auto-map when column names match tag labels
  4. Preview the first recipient's copy to confirm data looks correct
  5. Send — each recipient receives their own personalized agreement

No recipient sees another recipient's information.

Creating a bulk send​

From a template​

  1. Go to Templates and select the template you want to use
  2. Click Send > Bulk Send
  3. Upload your CSV file or add recipients manually
  4. Map columns to tags (auto-mapped when column names match tag labels)
  5. Preview the first recipient's copy
  6. Click Send Bulk Agreements
Coming Soon

Screenshot: Bulk send CSV mapping interface

CSV format​

Required column:

  • Email address (one valid address per row)

Recommended columns:

  • Recipient name (for personalization in emails)
  • Tag data matching template tag labels

Example:

Email,Name,Title,StartDate,Salary
john@company.com,John Smith,Engineer,2024-03-01,75000
jane@company.com,Jane Doe,Designer,2024-03-15,70000
Auto-mapping

Use your template's tag labels as CSV column headers. When column names match tag labels exactly, Propper maps them automatically. Otherwise, map them manually in the column-mapping step.

Tag mapping​

Mapping typeHow it works
AutomaticCSV column headers that match tag labels are mapped without any action
ManualClick any unmapped tag and select the CSV column to use
Static valuesEnter a fixed value applied to all recipients (for example, your company name)
PreviewVerify the first recipient's data before sending

Supported tag types​

Tag typeBulk send support
Text, email, date, numberSupported
CheckboxesSupported — use true/false or 1/0 in CSV
DropdownsSupported — value must match an available option exactly
Signature tagsNot supported — each recipient signs individually
Attachment tagsNot supported

Monitoring status​

To view progress, go to Agreements and filter by Bulk Send.

StatusMeaning
QueuedWaiting to be processed
SendingCurrently being sent
SentDelivered to all recipients
CompletedAll recipients have signed
FailedOne or more processing errors occurred

Click a bulk send to view the per-recipient status, check for delivery failures, and download individual agreements.

Coming Soon

Screenshot: Bulk send status dashboard showing per-recipient progress

Best practices​

CSV preparation​

  • Clean data before uploading — remove empty rows, fix formatting issues, and verify email addresses
  • Test with 2–3 recipients before sending to a large list
  • Ensure all required template tags have a corresponding column
  • Use UTF-8 encoding and YYYY-MM-DD format for dates

Template design​

  • Use clear, consistent tag labels that match your expected CSV column headers
  • Set routing order if the agreement has multiple signers
  • Test the template by sending a single agreement before running a bulk send

Timing​

  • Avoid sending during recipient off-hours when possible
  • Allow 1–2 business days before following up
  • Configure reminders with 3–5 day intervals to improve completion rates

Troubleshooting​

CSV upload fails

  • Verify the file is under 5 MB
  • Ensure UTF-8 encoding
  • Remove special characters from column headers

Mapping errors

  • Column headers must not contain special characters
  • Dates must be in YYYY-MM-DD format
  • Boolean values must be true/false or 1/0

Delivery failures

  • Check for invalid or mistyped email addresses
  • Recipient inbox may be full
  • Corporate spam filters may be blocking delivery
  • View the error log in the bulk send detail view for specific failure reasons