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Send Agreements in Bulk
Send separate signature requests for ready agreement batches
Use this Agent instantly or customize it - no programming needed
- Ready batchReady batch
Your ready batch identifies the agreements to review for this send.
- Agreement PDFsAgreement PDFs
Your agreement rows supply the PDFs for individual signing requests.
- Approval statusApproval status
Your approval status shows which agreements can go out.
- Signer detailsSigner details
Your signer names and email addresses identify who receives each agreement.
- Earlier invitation IDsEarlier invitation IDs
Your earlier signing document IDs show which agreements already have a request.
- Invitation subject and messageInvitation subject and message
Your chosen subject and message appear in each signing email.
Your agreement tracker holds each agreement, its signer, and the results you need to review.
- Agreement resultsAgreement results
Your agreement rows show each invitation ID, send result, or reason for attention.
- Batch totalsBatch totals
Your batch shows how many invitations went out, were already sent, or need attention.
- Agreements needing attentionAgreements needing attention
Your exception list names each agreement and the detail or failure you need to fix.
- Invitations sentInvitations sent
Your invitation list ties each successful send to its agreement, signer, and signing document.
- Signing documentsSigning documents
You get one signing document for each eligible PDF that the signing service creates.
Your signing service creates a separate signing document and emails its assigned signer.
- Signature invitationsSignature invitations
Each signer receives an individual invitation when their agreement sends successfully.
- Agreement resultsAgreement results
Your agreement rows show each invitation ID, send result, or reason for attention.
- Batch totalsBatch totals
Your batch shows how many invitations went out, were already sent, or need attention.
- Agreements needing attentionAgreements needing attention
Your exception list names each agreement and the detail or failure you need to fix.
- Invitations sentInvitations sent
Your invitation list ties each successful send to its agreement, signer, and signing document.
This Agent waits for your agreement batch to be marked ready. It checks approvals and signer details, then sends separate signature requests. You get a list of invitations and exceptions.
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Google DriveUsed as:
- Agreement tracker
Google Drive holds each agreement, its signer, and the results you need to review.
- Signing service
Google Drive creates a separate signing document and emails its assigned signer.
ZoomUsed as:
- Signing service
Zoom creates a separate signing document and emails its assigned signer.
Google ContactsUsed as:
- Agreement tracker
Google Contacts holds each agreement, its signer, and the results you need to review.
- Signing service
Google Contacts creates a separate signing document and emails its assigned signer.
PandaDocUsed as:
- Signing service
PandaDoc creates a separate signing document and emails its assigned signer.
Made for your industry
Send Agreements in Bulk is made for businesses in these industries.
- Staffing and Recruiting
Send approved placement agreements to their client signers.
Show all Agents for the Staffing and Recruiting industry - Construction
Send approved subcontract agreements to each subcontractor.
Show all Agents for the Construction industry - Financial Services
Send approved loan agreements to the right borrowers.
Show all Agents for the Financial Services industry - Real Estate
Send approved transaction agreements to buyers or sellers.
Show all Agents for the Real Estate industry - Legal Services
Send approved client agreements to their intended signers.
Show all Agents for the Legal Services industry - Property Management
Send each approved lease renewal to the right tenant.
Show all Agents for the Property Management industry
Made for your role
Send Agreements in Bulk is made for people in these roles.
- Sales Operations Specialist
Send approved sales agreements to each customer signer.
Show all Agents for the Sales Operations Specialist role - Contract Administrator
Send approved contracts for signature and record each result.
Show all Agents for the Contract Administrator role - Legal Operations Specialist
Send approved legal agreements and log failed invitations.
Show all Agents for the Legal Operations Specialist role - Contract Manager
List sent agreements and exceptions for contract review.
Show all Agents for the Contract Manager role - Leasing Specialist
Send approved leases to tenants and flag missing signer details.
Show all Agents for the Leasing Specialist role - Contract Coordinator
Send each approved agreement to its signer and flag exceptions.
Show all Agents for the Contract Coordinator role - Supplier Onboarding Specialist
Send approved supplier agreements to their listed signers.
Show all Agents for the Supplier Onboarding Specialist role
Made for your department
Send Agreements in Bulk is made for people in these departments.
- Sales Operations
Send approved customer agreements and log invitation results.
Show all Agents for the Sales Operations department - Procurement
Send approved supplier agreements to the right contacts.
Show all Agents for the Procurement department - Legal
Send approved legal agreements to their designated signers.
Show all Agents for the Legal department - Contract Management
Send approved agreements for signing and report exceptions.
Show all Agents for the Contract Management department - Leasing
Send approved leases to tenants and list exceptions.
Show all Agents for the Leasing department
How Send Agreements in Bulk works
4 steps, in order, on every run.
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Read the Ready BatchRead every agreement linked to the ready batch. Gather its PDF and matching signer details.
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Check Agreements and SignersCheck that each agreement has an approved PDF and a clear signer. Set aside incomplete or previously sent agreements.
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Send Signature RequestsCreate separate signing documents from eligible PDFs. Wait for draft status, then send each signer their invitation.
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Record Sends and ExceptionsRecord each signing document ID and send result on its agreement. Report counts and specific exceptions on the batch.
How to Get Started
Connect the tools you already use, such as Google Drive, Zoom or Google Contacts.
4 tools
- Create a batch table with a Ready status and linked agreement rows; give every row a unique agreement ID, approved status, PDF attachment, signer name and email, and result fields.
- Prepare approved PDFs with signature fields assigned to the intended signer role, and choose the invitation subject and message.
- Connect the batch table and signing account, and set the batch owner who will review exceptions.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Agreements in Bulk:
You provide approved PDFs and matching signer details in a batch table. You also choose the invitation subject and message.
No. An agreement with an earlier signing document ID stays out of the send. Your coordinator can review it as already sent.
Your coordinator gets the affected agreement and its specific problem in the batch report. The remaining eligible requests continue.
Yes. You prepare each PDF with a signature field for its intended signer. The request assigns that signer to the signature role.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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