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 be able to perform a mass contract sending for you, we need you to send us the following:
- The template/s that the contracts should be created from
- Active Foundation subscription
- A precise description/highlighting of what data points in the template/s are variable (Editable fields)
- A .csv file with the full recipient contact list
We will then assist you to set up a solution that enables you to send multiple contracts at once, collect your signatures, and organize the contracts in a time-efficient manner that also provides you with a clear overview.
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.
You can find more automated workflows you can tailor to your needs on your own with our in-app automation builder here and for integrations between Contractbook and the rest of your tech stack, just click here.