Docusign bulk send: how to send contracts for signing at scale

The ability to send documents for signing in bulk is a game-changer for businesses with large volumes of repetitive contracts. But how does Docusign’s bulk send feature work, and how does it compare to other tools on the market?

What is Docusign’s bulk send functionality?

DocuSign's bulk send functionality is a useful feature that streamlines the process of sending multiple documents to multiple recipients simultaneously. It enables Docusign users to send tens, hundreds, or even thousands of documents out for signing in one go. 

This can be useful in a various contexts, including when employers are making lots of new hires at once, or updating existing HR contracts at scale, for example. But it can also be used across any departments creating and managing routine or standardized documents and agreements.

Why is bulk send functionality useful?

Bulk send functionality is useful because it eliminates the need for your team to manually send agreements out one by one, reducing the time you lose to repetitive admin work andempowering you to focus on the tasks that matter most. 

With bulk send, you can also make sure every recipient gets the same, accurate version, reducing the chance of errors. Not only does this reduce contract risk, but it also sets a strong impression for candidates, customers, and partners you’re about to kick off relationships with. 

This is true of all platforms that offer a reliable bulk send feature, particularly contract management tools like Juro that offer other bulk actions like mass signing, uploads and approvals. 

You can find out more about these features by hitting the button below to book a personalized demo of Juro. Otherwise, read on. 

How to bulk send documents in Docusign

1. Prepare your documents: Create or upload the document template you intend to send. Make sure all of the necessary fields are included and properly formatted.
   
   
2. Create a recipient list: Compile a list of recipients. This can also be uploaded via a CSV file for convenience.This list should include all relevant recipient information such as names, email addresses, and any other necessary details.
   
   
3. Map fields: Once the recipient list is uploaded, map the fields in your document to the corresponding columns in the CSV file. This step ensures that each document is correctly personalized for its recipient.
   
   
4. Customize messaging: Write a standardized message that will accompany each document. You can also include placeholders to personalize the message for each recipient.
   
   
5. Send and track: Initiate the bulk send process. Use DocuSign’s tracking tools to monitor the status of each document. You can see who has received, opened, and signed their documents, and follow up as needed.

What to consider when using Docusign’s bulk send functionality 

Docusign’s bulk send functionality can unlock faster workflows, but it’s important not to run before you can walk. 

Sending documents to recipients carries risk, and doing this at scale increases that risk if you don’t put the right precautions in place.

For example, the accuracy of your recipient data is crucial. Ensure that your CSV file is correctly formatted and double-check all recipient information to prevent errors. Sending the wrong document or Docusign envelope to the wrong person is a costly mistake.

It's also worth mentioning that, while Docusign’s bulk send allows for some customization, more complex personalization might require additional setup. Make sure you plan. ahead to ensure all necessary fields are correctly mapped to meet your specific requirements.

Quickfire tips for using bulk send features

To get the most out of any bulk send functionality, do the following things first: 

• Test before sending: Conduct a test run with a small group of recipients to ensure that everything works as expected. This can help you identify and fix any issues before sending to a larger group.
  
  
• Provide clear instructions: Provide clear instructions to recipients on what they need to do after receiving the document. This can include step-by-step guides or FAQ sections to address common questions.
  
  
• Follow up: Set up automated reminders or follow-up emails to ensure that recipients complete the required actions. This can significantly improve response rates and ensure timely completion.
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• Keep data security in mind: Use encryption and other security measures to protect sensitive information. Ensure that all data is stored securely and that only authorized individuals have access

Can you bulk send documents in other tools?

End-to-end contract management platforms like Juro also enable users to bulk send documents with ease - just like Docusign. However, the main difference between Juro and Docusign is that Juro offers a more extensive suite of contract management features, going beyond eSignatures.

Here’s why Juro is a popular alternative to Docusign:

1. AI-native capabilities

Juro is designed from the ground up with AI at its core. This allows for advanced automation, AI-assisted drafting, and smart negotiation tools that streamline the entire contract lifecycle.

DocuSign, while a leader in electronic signatures, does not offer the same level of AI integration for end-to-end contract management.

2. Collaborative workspace

Juro provides a browser-native workspace where teams can collaborate on contracts in real-time. This eliminates the need to switch between different platforms, ensuring that all stakeholders are aligned and can contribute seamlessly.

DocuSign's focus remains primarily on the signing process, with most of the negotiation and collaboration happening outside of the platform.

3. Seamless self-serve workflows

Juro empowers business teams to generate and manage contracts directly from the tools they already use, such as CRM and ERP systems. This self-serve capability reduces the burden on legal teams and speeds up contract workflows.

DocuSign, on the other hand, is more centered on the signing process and requires additional integrations for full contract lifecycle management.

4. Comprehensive contract repository

Juro offers a secure, dynamic repository where all contracts are stored and managed, providing unparalleled insight into contract risks and performance. This central repository ensures that contracts are easily accessible and auditable.

While DocuSign stores signed documents, it lacks the extensive repository features that Juro provides.

5. End-to-end functionality

Juro supports the entire contract lifecycle from creation to execution and management within a single platform. This end-to-end approach ensures that all contract-related activities are streamlined and efficient.

DocuSign, while excellent for electronic signatures, does not offer the same level of workflow integration across the contract lifecycle.

Put simply: Juro’s AI-native contract automation platform empowers legal and other business teams to accelerate the creation, execution and management of contracts. To find out more, fill in the form below.