Bulk Send allows you to send any of your contracts to multiple recipients simultaneously.
Sending out multiple contracts to many recipients is a tiresome and time-consuming task if done manually.
With our mass contract-sending assistant service, we will set up an automated solution that enables you to send an unlimited amount of contracts with a few clicks.
How can I use Contractbook mass contract sending assistant?
To execute a mass contract sending for you, we need the following from you:
- The template/s that the contracts should be created from
- You are on an Active Foundation subscription with us
- A precise description/highlighting of which data points in the template/s are variable inputs (Data fields)
- A .csv file with the full recipient contact list (Name, Email address) and respective values for all Data fields
We will then assist you to set up a solution for sending multiple contracts at once, collecting your signatures, and organizing all contracts in one central place with a clear overview. Add automatic tasks and never miss a deadline on any of the signed agreements.
- This automation is a one-time workflow that would send out any of your contracts to a number of recipients and it is a paid one-off service
- For assistance with the mass contract sending assistant, reach out to us at any time by contacting our Support Team
You can find more automated workflows you can tailor to your needs on your own with our No Code Automation Builder here, for integrations between Contractbook and the rest of your tech stack, click here.