--- title: "Bulk send: one document to a whole list, each person signs their own copy" description: "Send one document to up to hundreds of people from a CSV or Excel list. Each person signs their own copy, with fields prefilled from your list. Business plan." url: https://help.pdfbetter.com/signing/send-same-document-to-many-signers/ collection: "eSignatures" section: "Requesting signatures" updated: 2026-10-18 publisher: "PDFBetter (AI Generated Inc.)" --- # Bulk send: one document to a whole list, each person signs their own copy > Prepare the document for one signer, choose **Bulk send** when you send, then upload a CSV or Excel list (or paste rows) with a name and email per person. Everyone gets their own copy and signing link; you track them all in **Sent**. Up to 500 recipients per bulk send, on Business. - Available on: Business - Counts toward: Signature requests Do it in PDFBetter: https://pdfbetter.com/app/requests/ There are two different needs here. A board resolution needs five signatures on **one** copy: add them all to one [signature request](https://help.pdfbetter.com/signing/request-signatures/) (up to 20 recipients). An updated policy needs fifty employees to each sign **their own** copy: that's bulk send. ## Send to a list 1. **Prepare the document for one signer**: Open the PDF in the editor and switch to **Invite to sign**. Keep a single signer, with no CC, and place that signer's fields (signature, date, any text the person fills in). 2. **Choose Bulk send**: Select **Send**. In **How to send**, choose **Bulk send** instead of **Specific people**. Write the message, and set reminders and expiry as you would for one request; every copy uses them. 3. **Add the recipient list**: Select **Add recipient list**, then **Upload a file** (CSV or Excel .xlsx) or **Paste rows**. The first row holds the column names: name, email, and any field you want to prefill. **Download a CSV template** gives you the right columns for this document. 4. **Check the columns and the preview**: PDFBetter guesses the name and email columns; change them under **Columns** if needed. Other columns can **Prefill for the signer** (it shows already filled in on that person's signing page) or **Fill into each copy** (written into that person's copy). The **Preview** marks rows with problems: a missing name, an invalid or repeated email, an unknown field, or a value the field doesn't accept. 5. **Send**: The summary shows how many requests you'll send and how many of your monthly signature requests that uses. Select **Send N requests**. Rows with problems are skipped. You can close the window; sending carries on. > **All or nothing on quota:** Each recipient counts as one signature request. The whole list has to fit in what's left of your monthly allowance before anything is sent, so a list never goes out half-way because the quota ran out. Rows that fail while sending don't count. ## Track a bulk send In **Sent**, a bulk send is one row: “Bulk send · 48 recipients · 31 signed”. Open it to see every recipient with their status, filter by **Waiting**, **Signed** or **Declined, canceled or expired**, and **Remind** or **Cancel** one person without affecting anyone else. Each recipient's request also has its normal page, with the signed PDF and Certificate of Completion once they finish. ## Limits - Bulk send is on Business. On other plans the option shows a Business badge and opens the upgrade dialog. - Up to 500 recipients per bulk send; split longer lists. One bulk send runs at a time. - One signer per copy and no CC recipients. For several signers on each copy, send separate requests. - Access codes are set person by person, so bulk send doesn't use them. The emailed code works: [verify signers](https://help.pdfbetter.com/signing/verify-signers-email-code-access-code/). ### Can I send to a list without Business? Not in one step. Save the document as a template and send one request per person, or add everyone to a single request if they can all sign one copy. ### What happens if one person declines? Only their copy is declined. Everyone else's request carries on. ### Can my integration do this? Zapier, Make and the API create requests one at a time; see [the API](https://help.pdfbetter.com/automation/rest-api-keys/). The list upload is in the app. ## Related articles - [Request signatures from other people](https://help.pdfbetter.com/signing/request-signatures.md): Open the document and switch to Invite to sign. Add each recipient's name, email and role, choose In order or All at once, place each person's fields, then choose Send, check the title, message, reminders and expiry, and select Send. - [Track, remind, cancel or resend a signature request](https://help.pdfbetter.com/signing/track-signature-requests.md): Open Sent in the sidebar and select a request. Each recipient shows Emailed, Opened, Signed or Declined. Use Remind, New link / fix email or Cancel request, and download the Signed PDF and Certificate once it's Completed. - [Save a form as a reusable template](https://help.pdfbetter.com/forms/reusable-form-templates.md): Choose Done → Save as template in the editor, or Save as template from a document's menu in My documents. Open it later from Templates with Use template: each use creates a new document and the template stays unchanged. - [Fill a PDF form from a spreadsheet (mail merge)](https://help.pdfbetter.com/forms/fill-pdf-from-spreadsheet.md): Open the Fill PDF from Excel tool, drop a fillable PDF and a CSV or XLSX file, match columns to fields, check the rows, set a file name and generate. Runs of up to 50 rows are filled in your browser, free. - [Use the PDFBetter API and create an API key](https://help.pdfbetter.com/automation/rest-api-keys.md): On Business, open Settings → API keys, name the key, tick its Permissions and click Create key. Copy it right away; send it as Authorization: Bearer pb_live_… to https://api.pdfbetter.com/v1/. --- Source: https://help.pdfbetter.com/signing/send-same-document-to-many-signers/ · PDFBetter Help Center · Last checked against the product 2026-10-18. Questions: support@pdfbetter.com