How to bulk send signature requests using SMS + Email?

BoldSign’s Bulk Send feature enables users to send signature requests to multiple recipients simultaneously using a CSV file. When the SMS & Email method is selected as a delivery method, each signer receives the request via text message and email. This dual-channel approach increases visibility and ensures faster completion of documents.

To use SMS + Email delivery, you must first create a template with both delivery methods enabled for each recipient role.

Create a template with SMS and Email delivery

Follow the steps below to create a template with SMS and Email delivery:

• Click Create New and select Create New Template.
• On the Prepare Template page, provide the template title and description, and upload the document to be signed.
• In the Add Recipient section, define the roles.
• For each role, expand the Delivery Options and select both SMS & Email as delivery methods.

• Configure the form fields and proceed to save the template.

For a detailed guide on creating templates, refer to this article: How to create a template?

Create a bulk send with SMS and Email delivery

Follow the steps below to create a Bulk Send with SMS + Email delivery:

• Click Create New and select Create New Bulk Send.

• On the Prepare Bulk Send page, click Browse Templates and select the template that has SMS and Email enabled for recipient delivery.
• In the Download Sample CSV section, select optional fields to include in the CSV file. If you select the Form Field option, the form fields added to the template will appear in the CSV file.
• Click the Download Sample CSV button to download a file containing the required fields.

• Since a template with SMS & Email delivery is selected, fields for signer name, country code, phone number, and email address will be included by default, along with any selected optional fields.
• Fill in the recipient details in the CSV file.

• Upload the saved CSV file using the Upload Recipient Data CSV option.
• If there are formatting issues, an error message will appear. You can edit the recipient details by double-clicking on the appropriate cell. Once you’ve made the necessary changes, click the Import button to update the information successfully.

• You can also update recipient details after importing a CSV file by clicking the Edit File option.

• Role details are automatically pulled from the selected template and cannot be modified during bulk send setup.
• You can add CC recipients in the Add CC section. If added here, the same CC will apply to all signers. To assign different CCs per signer, include them individually in the CSV file. Please note that CC recipients will only receive email notifications; they will not receive SMS updates.
• The Bulk Send title will default to the template name, but you can modify it if needed.
• In the Document section, the uploaded template will appear as the Document title, and the message from the template will be shown in the message field. You can update both before sending.
• Document settings will be pre-filled based on the template details. Review and adjust them as needed, then click the Preview button to review the document details.
• To preview the document for each recipient, click their name in the Document dropdown.

• Once done, click the Send button.
• The signature requests will be sent to all recipients via SMS and Email. You can track the status on the My Bulk Send page.

Notification pricing

• Each SMS & Email signature request notification incurs a charge of $0.20 per recipient.
  • Email notifications are free.
  • SMS notifications are billed at $0.20 per recipient per notification.
• The sender is charged for SMS notifications, not the recipients.
• Notifications are charged individually for each recipient.