Choose the template
Check that the base includes the fields and variables you need.
Start with a template, add recipients and prepare personalised documents. Then follow each agreement separately.
Follow a list as it becomes individual agreements.
| Recipient | Amount |
|---|---|
| Marta Lópezmarta@example.com | 1.200 € |
| Carlos Ruizcarlos@example.com | 2.400 € |
| Lucía Martínlucia@example.com | 1.800 € |
| Recipient | Status |
|---|---|
| Marta Lópezmarta@example.com | Signed |
| Carlos Ruizcarlos@example.com | Opened |
| Lucía Martínlucia@example.com | Sent |
Three copies. Three signing journeys.
The name, company and other list details belong to a specific copy. Review that relationship before sending and keep track of each document afterwards.
A clear review helps avoid repeating errors across many documents.
Check that the base includes the fields and variables you need.
Load recipients and map their information to the document.
Check the copies before sending, then follow each status.
Different situations. A process you can recognise.
An individual copy for every participant.
Personalise details on a shared base.
Organise each recipient’s response.
If your process needs something more, we’ll explore it with you.
Talk to the teamBulk sending creates individual copies. For several people to sign one agreement, use a document with multiple recipients.
A prepared template and recipient details. Check that all required information is complete before sending.
Availability and volume depend on your plan. Check your account limits or contact the team to arrange a larger send.
Check feature availability and limits in your plan.