Trigger growth with contract automation to save time, reduce errors and scale your legal operations.
What is a mass contract sending assistant?
In certain situations, you need to send out multiple contracts to different recipients at once. There might be a situation where the legislation changes and a new type of legal document must be signed with all your customers. Or maybe you carry on a new project in which multiple stakeholders need an individual copy of the same contract.
How to resolve these situations?
Sending out multiple contracts in such situations is a tiresome and time-consuming task if done manually. The good thing is that it does not have to be done in that way anymore.
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 to 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
- 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.
It is time to take advantage of automated workflows
Scale your contract work, update and send out contracts automatically. Save time by getting rid of manual tasks that slow you down.
For assistance with the mass contract sending assistant, reach out to us via our Support chat, our email support@contractbook.com or directly book a meeting with us.
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.
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