When You Need Bulk Send
Some documents go to one person. Others go to hundreds. Company-wide policy updates, annual compliance acknowledgments, NDA packets for conference attendees, patient consent forms for a clinical trial — these all require the same document signed by many people.
Without bulk send, an administrator creates one envelope at a time, entering each signer’s name and email manually. For 200 signers, that is 200 repetitions of the same task. At 2 minutes per envelope, that is nearly 7 hours of mind-numbing data entry.
Bulk send eliminates this. Upload one document, import a CSV of signers, and press send. ClosingIQ delivers up to 500 personalized signing links in a single batch.
How Bulk Send Works
Step 1: Upload Your Document
Upload the document that all signers will receive. ClosingIQ supports PDF, DOCX, and image formats.
Step 2: Place Signature Fields
Place signature, initial, date, and text fields on the document. These fields will appear in the same position for every signer.
Step 3: Import Your Signer List
Upload a CSV file with signer names and email addresses. Required columns: `name` and `email`. Optional columns: `phone` (for SMS delivery), `role`, `custom_field_1`, `custom_field_2`.
Alternatively, paste names and emails directly into the form (one per line).
Step 4: Preview and Send
Review the signer list. ClosingIQ validates email addresses and flags duplicates. Click “Send All” to dispatch up to 500 personalized signing links.
Each signer receives their own unique link. The document is personalized with their name in the greeting.
Step 5: Track Progress
The bulk send dashboard shows real-time status for every signer:
Filter by status to see who still needs to sign. Export the status report as CSV.
Step 6: Automatic Reminders
ClosingIQ sends automatic reminders to signers who have not completed:
Step 7: Download Signed Copies
Download individual signed PDFs or a ZIP file containing all signed copies.
Use Cases
HR: Annual Policy Acknowledgment
Send the updated employee handbook to 300 employees. Track who signed and who needs a reminder. Download the signed acknowledgments for your compliance file.
Legal: NDA for Conference Attendees
Before a 200-person product launch event, send an NDA to every attendee. QR code at the registration desk for walk-ins.
Healthcare: Patient Consent
Send informed consent forms to 150 patients enrolled in a clinical trial. HIPAA-compliant signing with audit trail.
Real Estate: HOA Documents
Send annual disclosures to 400 homeowners in a community. Track completion by unit number.
Education: Permission Slips
Send field trip permission forms to 100 parents. SMS delivery for parents who rarely check email.
Performance at Scale
Completion rates based on ClosingIQ internal data from Q1 2026 beta testing.
Pricing
Bulk send uses the same per-envelope pricing:
For 500 signers on the Pro plan, e-signatures are FREE. On Pay-Go, 500 signers = $4,000. Compared to the 7+ hours of manual work saved, the ROI is clear.