How to Sign Sales Documents Faster with Bulk Send

Sending piles of sales documents to be signed one by one is exhausting. But with the signNow bulk send feature, you can eliminate this task from your work routine. Save time collecting signatures on multiple document copies and focus on customers instead of paperwork.
How to Sign Sales Documents Faster with Bulk Send
About signNow
Transcript

signNow is an award-winning electronic signature solution that allows you to quickly and efficiently eSign documents and collect signatures from recipients.

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Transparent pricing for full-featured plans. signNow offers subscription-based plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. signNow helps you comply with global security standards.

Hello and welcome to signNow, the best eSignature solution out there. Watch this video to stay current with all the ways electronic signatures can benefit your business and streamline your day-to-day processes.

0:15 - 1:00

The problem of excessive paperwork is front and center in the day-to-day operations of sales teams. Searching for and preparing the right documents, collecting and storing customer data ― all this forces sales teams to focus on paperwork instead of closing deals.

With signNow, sales teams manage to eliminate paper-based processes, save money, and reclaim working hours by signing, sending, and storing documents online.

Help your sales teams go paperless and streamline their most important processes with signNow. Forget about piles of paper documents with reusable templates for your contracts, agreements, and quotes. Let signNow help you focus more on clients rather than paperwork.

1:01 - 2:00

Here are some tips Sales teams can use to save time and money with signNow’s eSignature solution.

If you’d like to save time collecting signatures on multiple document copies, use signNow to send your contracts, agreements, and forms to several recipients at once.

Create a fillable template and send it to multiple people to sign. Go to your Template folder, click the More button next to the template you need to send, and select Bulk Invite. In order to use Bulk Invite, your template must contain fillable fields and at least one unassigned signer role.

You can either upload a CSV file containing a column with signer email addresses or enter them in the empty box. Customize the template name if needed. Select the destination folder for completed documents and click Send Invites.

2:01 - 3:26

Let’s see what else you can do with signNow.

There are two types of fields when creating a document in signNow: editable (for document senders) and fillable (for document signers). Each field is assigned to a specific role. You can set each field as required or optional and specify which data types are valid for that field. If you need to sign a document before sending it, add your signature any way you like. Type your full name, draw a signature using your mouse or trackpad, or upload an image of your handwritten signature.

Choose whether you’d like recipients to receive your invite in the order they’re signing the document or at the same time. Customize invite emails, protect your document by adding additional authentication methods, set up a document expiration date with automated reminders, allow your recipients to forward the document, or even decline your invite. Select what to do with a signed document, including deciding who needs copies.

Use Document Groups if you need to bundle documents together, send a group of documents to a single signer, or create signing steps for multiple signers across multiple documents. To start collaborating on documents, create a team and invite your colleagues. As the team admin, you can add or delete users, view shared documents and templates, and much more.

Visit our Help Center if you need more help with signNow. Start a live chat or submit a new support request and our support team will contact you as soon as possible.

3:27 - 3:48

Want to become a certified eSignature expert? Click the link in the top right corner to take one of our free courses.

Ready to save time and money? Then click the link in the description to start your free 7-day trial of signNow!

Courses you might like

Continue learning and growing with free airSlate Academy courses

Why study with us?

accelerate-your-career-icon
Master in-demand career skills
Get access to free learning resources that teach you how to create, innovate, automate, and digitally transform the way your organizations do business, all without writing a single line of code.
grow-your-business-icon
Grow your business
Learn how to apply the right automation strategy to your internal processes, eliminate time-consuming tasks inside your organization, and achieve efficient team collaboration.
master-career-skills-icon
Accelerate your career
Sign up for any of our 50+ free online courses and join over 10,000 HR, Finance, Insurance, and Healthcare professionals who advanced their careers by getting certified with us.

Receive a verified certificate and:

  • 01
    share it on social media to prove your acquired skills
  • 02
    attach it to your CV to expand your career prospects
  • 03
    download it as a PDF or print it out
Certificate illustration

Introducing How to Sign Sales Documents Faster with Bulk Send

Discover a seamless and efficient way to speed up your sales document signing process with the incredible power of Bulk Send. At airSlate Academy, we understand the importance of saving time and streamlining workflows. That's why we've curated this comprehensive guide to help you navigate the world of Bulk Send and revolutionize the way you sign your sales documents.

In this guide, we'll walk you through the simple steps to utilize Bulk Send effectively. Say goodbye to the days of manually sending individual documents and waiting for each one to be signed. With Bulk Send, you can now send multiple documents to multiple recipients simultaneously, cutting down on tedious and time-consuming tasks.

We'll delve into the nitty-gritty details, equipping you with the knowledge to navigate the Bulk Send feature effortlessly. Learn how to create customized templates that cater to your specific needs and effortlessly tailor your documents to each recipient. With just a few clicks, you can add fields, tags, and variables to personalize and streamline your sales documents, creating a seamless experience for both you and your clients.

Our expert tips and tricks will guide you through maximizing efficiency, ensuring your sales documents are signed faster than ever. Learn how to track the progress of each document with ease and set automated reminders to ensure nothing slips through the cracks. By mastering the art of Bulk Send, you can elevate your sales process to new heights, impressing clients with your professionalism and lightning-fast turnaround times.

But wait, that's not all! We understand the importance of integrating seamlessly with other tools and platforms. In this guide, you'll discover how to seamlessly sync your Bulk Send feature with popular business apps such as CRM systems and cloud storage services. Enhance your productivity and eliminate unnecessary manual steps by effortlessly integrating your sales documentation process with the tools you already use.

Whether you're a seasoned professional eager to streamline your sales operations or a newcomer looking to make your mark on the industry, our guide to signing sales documents faster with Bulk Send is here to help. With engaging visuals, step-by-step instructions, and real-life examples, we'll walk you through each aspect of the process, ensuring you feel confident every step of the way.

Ready to embrace the future of sales document signing? Join us at airSlate Academy and learn how to harness the power of Bulk Send to boost productivity, impress clients, and streamline your sales workflows. Get started today and witness the transformative impact of this game-changing feature. Don't miss out on this opportunity to revolutionize the way you sign sales documents. The future is here with Bulk Send.

Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
Need help?
Contact Support

To access the video instructions on How to Sign Sales Documents Faster with Bulk Send, simply visit the airSlate Academy website. There, you can navigate to the page specifically dedicated to this topic. The video will walk you through the steps of utilizing airSlate's Bulk Send feature to streamline your sales document signing process, saving you time and effort.

Yes, there is a transcript available for the video instruction. This transcript provides a written version of the content covered in the video, allowing users to easily refer back to specific information or review the instructions at their own pace.

The video instructions on How to Sign Sales Documents Faster with Bulk Send typically range from 40 seconds to 1 minute in length. These concise videos provide a quick and efficient way to learn how to maximize the benefits of airSlate's Bulk Send feature while avoiding unnecessary time-consuming explanations.

Yes, you will need an airSlate account to fully follow along with the video guide on How to Sign Sales Documents Faster with Bulk Send. By creating an account, you can access the full range of features and functionalities offered by airSlate. Don't worry though, signing up is quick and easy, and it will unlock a world of convenience for your sales document signing process.

Currently, the main guide for signing sales documents faster with Bulk Send is the video instruction provided on the airSlate Academy website. This video guide offers a comprehensive walkthrough of the process, highlighting all the key steps and benefits. It is designed to be concise and easy to follow, ensuring that you can quickly and confidently implement Bulk Send into your sales workflow.