PRO FEATURE

Send Documents toHundreds of Recipients at Once

Upload a spreadsheet, map your data to template variables, preview each document, and submit the entire batch — all from a guided wizard in TurboSign.

How Bulk Sending Works

A 4-step wizard guides you from spreadsheet upload to batch submission

1

Upload Your Spreadsheet

Drag and drop a CSV or Excel file containing your recipient data. The wizard previews the first 5 rows so you can verify your data before continuing. Excel files with multiple sheets let you pick which sheet to use.

2

Map Columns & Configure Recipients

The wizard auto-matches your spreadsheet columns to template variables using fuzzy matching. Override any mapping, designate variables as signature fields, assign field types (signature, initial, date, name, etc.), and add up to 10 recipients per document — each color-coded for clarity.

3

Preview Merged Documents

Review a live PDF preview of each merged document before sending. Navigate between rows to check different recipients, verify variable values, and ensure everything looks right.

4

Review & Submit

Name your batch, review the recipient list and document count, then submit. Your batch processes in the background — monitor progress from the Batches dashboard with real-time status tracking.

Key Features

Smart auto-matching maps columns to template variables instantly
Up to 10 signers per document with color-coded assignments
11 signature field types: signature, initial, date, name, email, title, company, text, checkbox, and more
Default values and read-only fields for pre-filled data
Dynamic document naming from column values, text, and dates
CC email column for non-signing stakeholders
Live PDF preview with row-by-row navigation
Validation alerts catch errors before submission
Batch dashboard with real-time status tracking
Credits refunded for failed or cancelled jobs

Common Use Cases

Bulk sending is ideal for any scenario where you need the same document signed by many people

HR Onboarding

Send offer letters, NDAs, and employment contracts to all new hires in a single batch. Personalize each document with employee details from your HRIS export.

Client Agreements

Distribute service agreements, terms updates, or renewal contracts to hundreds of clients. Each client gets a personalized copy with their name, company, and terms.

Policy Acknowledgments

Collect signatures on updated policies, compliance forms, or annual certifications across your entire organization. Track who has signed and send reminders.

Event & Registration

Send waivers, registration forms, or participation agreements to event attendees. Map attendee data from your registration spreadsheet directly to document fields.

Available on Pro

Bulk Signature Sending is included with the TurboDocx Pro plan at $20/user/month. You also get unlimited signatures, unlimited AI credits, unlimited document generations, and API access.

Frequently Asked Questions

What is bulk signature sending?

Bulk signature sending lets you send the same document template to multiple recipients at once, each with personalized data from a spreadsheet (CSV or Excel). Each recipient gets their own copy with custom fields and signature requirements.

Do I need a Pro plan for bulk sending?

Yes, bulk signature sending is available exclusively on the TurboDocx Pro plan. Free and Team plan users can upgrade to access this feature.

How many recipients can I send to in one batch?

You can send to hundreds of recipients in a single batch. Each document supports up to 10 signers, and batches can contain up to 1,000 documents.

What file formats does bulk sending support?

The bulk send wizard accepts CSV (.csv) and Excel (.xlsx) spreadsheet files. For Excel files with multiple sheets, you can select which sheet to use.

How are signature credits calculated for bulk sending?

Each document in the batch uses 1 signature credit, regardless of how many recipients it has. A batch of 100 documents uses 100 credits whether each document has 1 signer or 10. Credits are reserved on submission and refunded for any failed or cancelled jobs.

Ready to Send in Bulk?

Upgrade to Pro and start sending documents to hundreds of recipients today

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