Templates and bulk send

Save an agreement with its roles and fields once, then send it in seconds - one by one or to a whole list.

Templates

A template keeps the PDF, the roles (like "Client", "Tenant", "Our director") and the fields for each role.

1. Templates > New template, or Save as template on any document.
2. Name it, add the PDF, add the roles. Leave a role's name and email empty to fill them in each time; give a fixed person (like your director) a name and email.
3. Place the fields and save.

Admins and managers make shared templates the whole team uses; senders can keep private ones.

To send: Templates > Use. Enter the people for each role and any values you fill in now, then Send now - or Open in the editor to change something first.

Bulk send (Professional)

Send one template to many people, each with their own document and link.

1. The template needs exactly one role with no fixed email - that role is filled from your list.
2. Bulk send: choose the template, a title ({name} becomes each person's name), and paste the people - one a line: name, email, mobile - or load a CSV.
3. Send to everyone. Lines with a bad email are listed and skipped; the rest are sent.

Up to 500 people in one go. Each document counts toward your plan's documents.