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 (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 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.
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 and for integrations between Contractbook and the rest of your tech stack, click here.