Bulk Send CSV file format

Required columns

Put the column names in the first row and one row per document after it. Column names are in English and aren't case-sensitive. This format is different from a contacts import CSV.

For a template with one signer role, use name and email. SignQuick also accepts full name, recipient or signer for the name, and e-mail or email address for the email.

For two or three roles, use one pair per role: signer_1_name and signer_1_email, signer_2_name and signer_2_email, and signer_3_name and signer_3_email. Each signer in a row needs a different email.

Optional columns

A locale column sets the language of the signing page and emails for every signer in the row. Use en for English or es for Spanish; a blank cell uses your language when you send.

The locale column can appear only once and can't be mapped to a template variable. A row with any other value blocks Continue until you fix or remove it.

Any other column can fill a template variable. Under Map CSV Columns to Variables, pick the column for each variable.

Example file

An example for a one-role template with a project_name variable:

name,email,locale,project_name

Ana Ruiz,[email protected],es,Website redesign

• Guide with sample CSV files: send signature requests from a CSV

Row limits

A file can hold up to 50 recipient rows on Pro and 200 on Team. A larger file is rejected with its row count and your plan's maximum. Split it into smaller batches.

The file also needs a header row and at least one data row.