Bulk Sending

Bulk Send lets you send the same template to up to 500 recipients in a single API call. Each recipient gets their own individual document with a unique signing link.

Prerequisites

Before creating a bulk send, you need:

1. A template with at least one signer slot and fields configured
2. An API key with bulk_sends.create scope
3. A list of signers with names and emails

Creating a bulk send

curl

curl -X POST https://app.insigner.co/api/v1/bulk-sends \
  -H "Authorization: Bearer isk_YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "templateId": "tpl_abc123",
    "name": "Q3 Vendor Agreements",
    "emailMessage": "Hi! Please review and sign your vendor agreement for Q3 2026.",
    "signers": [
      { "name": "Alice Johnson", "email": "alice@vendor-a.com" },
      { "name": "Bob Williams", "email": "bob@vendor-b.com" },
      { "name": "Carol Davis", "email": "carol@vendor-c.com", "phone": "+1555123456" }
    ]
  }'

JavaScript

const signers = [
  { name: 'Alice Johnson', email: 'alice@vendor-a.com' },
  { name: 'Bob Williams', email: 'bob@vendor-b.com' },
  { name: 'Carol Davis', email: 'carol@vendor-c.com', phone: '+1555123456' },
];

const { data } = await insignerFetch('/bulk-sends', {
  method: 'POST',
  body: JSON.stringify({
    templateId: 'tpl_abc123',
    name: 'Q3 Vendor Agreements',
    emailMessage: 'Please review and sign your vendor agreement for Q3 2026.',
    signers
  })
});

console.log(`Bulk send complete: ${data.sentCount}/${data.totalCount} sent`);

Python

signers = [
    {"name": "Alice Johnson", "email": "alice@vendor-a.com"},
    {"name": "Bob Williams", "email": "bob@vendor-b.com"},
    {"name": "Carol Davis", "email": "carol@vendor-c.com", "phone": "+1555123456"},
]

res = insigner_request("POST", "/bulk-sends", json={
    "templateId": "tpl_abc123",
    "name": "Q3 Vendor Agreements",
    "emailMessage": "Please review and sign your vendor agreement for Q3 2026.",
    "signers": signers
})

data = res["data"]
print(f"Bulk send complete: {data['sentCount']}/{data['totalCount']} sent")

Reading signers from a CSV

A common pattern is reading signer data from a CSV file:

JavaScript

import { readFileSync } from 'fs';

function parseCSV(filePath) {
  const content = readFileSync(filePath, 'utf-8');
  const lines = content.trim().split('\n');
  const headers = lines[0].split(',').map(h => h.trim());

  return lines.slice(1).map(line => {
    const values = line.split(',').map(v => v.trim());
    return Object.fromEntries(headers.map((h, i) => [h, values[i]]));
  });
}

// CSV format: name,email,phone
const signers = parseCSV('./signers.csv');

const { data } = await insignerFetch('/bulk-sends', {
  method: 'POST',
  body: JSON.stringify({
    templateId: 'tpl_abc123',
    name: 'Batch from CSV',
    signers
  })
});

Python

import csv

def read_signers_csv(file_path):
    with open(file_path) as f:
        reader = csv.DictReader(f)
        return [
            {"name": row["name"], "email": row["email"], "phone": row.get("phone")}
            for row in reader
        ]

# CSV format: name,email,phone
signers = read_signers_csv("./signers.csv")

res = insigner_request("POST", "/bulk-sends", json={
    "templateId": "tpl_abc123",
    "name": "Batch from CSV",
    "signers": signers
})

Monitoring progress

Check the status of a bulk send:

curl -X GET https://app.insigner.co/api/v1/bulk-sends/bs_abc123 \
  -H "Authorization: Bearer isk_YOUR_API_KEY"

{
  "data": {
    "id": "bs_abc123",
    "name": "Q3 Vendor Agreements",
    "status": "completed",
    "totalCount": 150,
    "sentCount": 148,
    "failedCount": 2
  }
}

Or subscribe to webhook events for real-time notifications:

{
  "events": ["bulk_send.completed", "bulk_send.failed"]
}

Rate limits and restrictions

Caution

Bulk sends have stricter rate limits than regular API calls:

Restriction	Limit
Maximum signers per bulk send	500
Time between bulk sends	5 minutes per organization
Concurrent bulk sends	1 at a time

If a bulk send is already processing, the API returns 409 Conflict. Wait for it to complete before starting another.