Common Uses
Bulk Send is commonly used for:
Broker appointment letters (Financial Advisors)
Employment contracts or amendments (HR)
Policy acknowledgments (e.g., POPIA consent)
Client onboarding forms or FICA verification
Enrollment or registration forms (Education / Training)
Training completion acknowledgments (Education / Training)
Customer agreements or renewals (Business / Legal)
Any forms requiring custom information using the same backing template
How Bulk Send Works
Bulk Send merges a spreadsheet of client or recipient data with a saved template in QuicklySign. Each recipient receives a personalized version to complete and sign.
Spreadsheets can be exported from your database or downloaded from QuicklySign as a blank template for guidance. Once prepared, the spreadsheet is merged with your template, and documents are sent in a single action.
Requirements
Bulk Send is a paid feature
Requires a saved template with correctly configured fields
Spreadsheet must be prepared in Excel format (.xls for upload)
Appropriate user permissions to create and send documents
Getting Started
1. Setup a Template
Upload a template by clicking New Document and selecting Use an existing template.
Click Upload new template, browse to your file, and upload it.
Visual - Set up a new template (Bulk Send)
QuicklySign performs three checks while the document loads:
Virus Scan – The document will be quarantined if a virus is detected.
Password Protection Check – Enter a password if the document is protected. Signers won’t need to enter it.
Fillable Format Check – Fields on fillable documents are automatically detected. Use the blue wand tool to place fields automatically.
Once uploaded, you will be taken to Set up Template.
Key setup steps:
Template Name – Helps locate the template later.
Document Name – Populates the subject line in the signature request email.
Signers – Indicate the number of required signers. Add additional signers via +Signer.
Roles – Assign signer roles (e.g., “Tenant,” “Applicant”) to preallocate fields.
Preset Values – Use for roles consistently played by the same person.
Signing Order – Sequential (one after the other) or concurrent (all at once).
Signing OTP – One-factor (email only) or two-factor (email + mobile number).
CC Recipient – Add recipients who need a copy of the signed document only.
Template Settings – Apply customizations as needed.
Adding Fields
Place fields on the document and assign them to a role or Me (Now) if prepopulating via your spreadsheet. Name fields clearly so data maps correctly during Bulk Send.
Use Auto-Initial, Mutually Exclusive Checkboxes, or Field Replication where required.
Save Template once field setup is complete.
Visual - Uploading Template and naming fields (Step 1: Bulk Send)
2. Prepare the Spreadsheet
Extract a blank spreadsheet from QuicklySign to ensure data aligns with template fields.
Visual - Extracting Spreadsheet Template (Bulk Send)
Populate recipient details in the spreadsheet.
Save as .xlsx while preparing. Convert to Excel XLS format for upload.
Use the word “checked” to preselect checkboxes.
Avoid marking any Me (Now) fields as Required. Fields assigned to other signers can be Required.
3. Rollout Bulk Send
Click Bulk Send > Create a new session.
Multiple templates or data sets require separate sessions.
Recommended batch size: ~1000 rows for smoother processing.
Three-step rollout:
Upload Spreadsheet (Who Must Sign)
Link Spreadsheet to Template (Set up Form)
Preview and Send (Deliver to All)
After rollout, the status page allows you to track and extract documents and data.
Visual - Tracking Bulk Send (Post delivery)
Tips for Successful Bulk Send
Create a dedicated workspace to manage documents effectively.
Review spreadsheets for duplicates, typos, and correct mobile number formats (
+27or0).Save incomplete spreadsheets as .xlsx to preserve formatting.
Preselect checkboxes using “checked”.
Limit batch size for large mail-outs to maintain stability.
Expected Outcome
Each recipient receives a personalised version of the document based on the spreadsheet data. Documents are sent in a single action, and progress can be tracked in real time, with access to completed documents and extracted data.
FAQs
Can I send multiple templates in one Bulk Send session?
No, each template or dataset requires a separate Bulk Send session. Best to setup multiple documents within One Pack should you need multiple documents signed.
Why is my spreadsheet not uploading correctly?
Ensure the file is saved in Excel (.xls) or CSV (UTF-8) format and matches the template field structure.
Is there a limit to how many recipients I can send to?
There is no strict limit, but a batch size of around 1000 rows is recommended for optimal performance and reporting.