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What you will accomplish

You will send the same contract template to several customers at once from Contacts. Each ready contact receives their own signing email. You watch progress on a send job page where you can pause, resume, or retry contacts that failed—without emailing someone twice by accident. This guide is for office staff and managers who need annual agreement updates, move-in batches, or any wave of similar contracts. You do not need technical skills.
Use this guide when…
  • You need the same template for many different customers (not one customer with many cars).
  • You are working from the Contacts list with checkboxes and Actions.
Use a different guide when…
Templates that cannot bulk sendSome templates are not supported for bulk send—for example agreements that use a contact schedule layout. The wizard shows a clear message if the template cannot be used here. Send those agreements one customer at a time with Send a contract for signature.

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Before you start

  • The contract template exists and is Active in Settings > Contracts & Documents.
  • Each selected contact has a correct email on their record (signing links go there).
  • If the template uses vehicle fields, each contact has the right car on their record—or you can pick a car during the wizard.
  • If the template requires a facility signature first, be ready to sign once in the wizard; that signature applies to every contract in the batch.
  • You selected no more than 100 contacts (the app limit per send job).

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Step 1: Select customers on Contacts

Bulk send starts from the customer list—not from one customer record.
1

Open Contacts

In the sidebar, click Contacts, or go to Contacts.Use All Contacts or a filtered view (for example Storage customers) depending on who needs this agreement.
2

Check the box on each row

On the left of each customer row, click the checkbox for everyone who should receive this agreement.Why this matters: Only checked rows are included. Uncheck anyone who already signed or should not receive this template.
3

Confirm the Actions button activates

When at least one row is checked, the Actions button on the toolbar becomes solid (not grayed out). A small number badge shows how many contacts you selected—for example Actions with 2 next to it.Expected result: You can open Actions and see Send contract in the menu.
Contacts list with three customers checked and the Actions button showing a selected count
Select customers with the row checkboxes, then open Actions. Choose Send contract to start the bulk send wizard.
Search and filters firstUse the search bar or column filters before you select rows. That way you do not accidentally include archived customers or the wrong segment. Archived customers cannot be bulk-selected.

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Step 2: Open Send contract from Actions

1

Click Actions

Click Actions on the right side of the contacts toolbar.
2

Choose Send contract

In the menu, click Send contract.Expected result: A large window opens titled Send contract with a step list: Template, Recipients, and Review.

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Step 3: Pick the template (Template step)

1

Choose the agreement

Click the card for the template you need—for example Car Storage Agreement.Why this matters: Every contact in this batch receives this same PDF layout and field rules.
2

Fill shared details if asked

Some templates ask for details that apply to everyone (facility name, default rate, product and price). Fill those fields on this step when they appear.If the app shows a yellow or red message, read it carefully—it may list missing facility settings to fix in Settings before you can continue.
3

Add a team signature if required

If the template needs your facility to sign before customers receive email, draw your signature and initials when the pad appears.Why this matters: You sign once here; the same facility signature is applied to each contract in the batch.
4

Click Continue

Click Continue at the bottom when the template step is complete.Expected result: The wizard moves to Recipients.
Bulk send wizard Template step showing Car Storage Agreement selected among contract template cards
On the Template step, pick the agreement and any shared fields. Click Continue when the step shows a check mark.

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Step 4: Review each recipient (Recipients step)

This step shows every contact you selected. The app marks each row Ready or explains what is still missing.
1

Scan the list

Read each customer name. Rows marked Ready can receive email. Rows with warnings need a vehicle, a missing field, or another fix.
2

Pick a vehicle when required

If the template uses vehicle fields, choose the correct car for each contact from the dropdown. Use Add car if the vehicle is not on the record yet.Why this matters: A storage agreement without the right VIN or year/model is hard to enforce later.
3

Open per-contact details when needed

Click a row (or Details) to fill fields that differ per person—overrides for that contact only.
4

Uncheck anyone to skip

Turn off the Include toggle for contacts who should not be in this batch after you review the list.
5

Click Continue

When every included row is Ready, click Continue.Expected result: The wizard opens Review.
Bulk send Recipients step listing customers with Ready status and vehicle pickers
On Recipients, confirm each contact is Ready. Pick vehicles and fill per-person fields before you continue.
Why a row is not ReadyCommon blockers: missing email on the contact, no vehicle when the template requires one, unfilled required fields, or a template that does not support bulk send. Fix the record in Contacts or choose a different template.

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Step 5: Confirm and start sending (Review step)

1

Read the summary

The Review step lists how many contracts will be emailed and shows the template name again.Expected result: The count matches the contacts you intend to include—no surprise names.
2

Click Send N contracts

Click the blue button at the bottom—for example Send 3 contracts.
3

Confirm in the pop-up

A confirmation asks whether to start sending. Click Yes, start sending.A second window titled Notify the customer? asks if you want to send the signing emails. Choose Yes to start sending. Choose No or close the window to cancel without emailing.Why this step exists: Bulk send emails real customers. The confirmation prevents accidental mass emails.
4

Wait for the job page

The wizard closes and your browser opens the send job page for this batch.Expected result: You see progress such as 0 / 3 increasing as emails go out.
Bulk send Review step summarizing ready contracts before sending
On Review, confirm the count and template, then click Send N contracts and confirm Yes, start sending.

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Step 6: Watch and control the send job

After you start a batch, the app tracks each contact on a send job page.
1

Read the progress bar

The top of the page shows Progress—for example 2 / 5—and a bar that fills as contacts are processed.
2

Use Pause if you need to stop temporarily

Click Pause if you must halt the batch (for example a template mistake discovered mid-send). Click Resume to continue where you left off.Why this matters: Pause stops new emails without losing track of who already received a link.
3

Retry failed rows only

If some contacts Failed, click Retry failed after you fix the underlying issue (bad email, missing car, etc.). The app retries only those rows—not everyone who already succeeded.
4

Cancel if you must stop the whole job

Cancel ends the job. Contacts already emailed keep their signing links; the app does not automatically email the same person again from this job.
5

Open All send jobs for history

Click All send jobs to see past batches, or go to Contract send jobs.
Contract send jobs page listing past bulk send batches with status and progress
Open Contract send jobs to see every batch. Click Open on a row to return to that job’s detail page.
On the job detail page you will also see:
  • Emailed — signing links sent successfully.
  • Signed automatically — contracts completed without customer action when your template and settings allow (for example after a facility pre-signature).
  • Failed — rows that need attention before you retry.
Each recipient row shows a status such as Sent, Waiting, Failed, or Skipped.

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What customers experience

  • Each contact receives their own signing email—not one shared link for the whole group.
  • The email looks like a normal contract request from your facility (same as a one-off send).
  • After signing, the completed PDF appears on that customer’s record under Documents & Contracts.
Coach stuck customers with Help customers complete onboarding paperwork or resend from the customer record using Send a contract for signature.

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What success looks like

  • The send job shows Completed (or all included rows processed).
  • Each contact’s record shows a Sent or Completed contract card.
  • No duplicate signing emails for the same contact from the same job.
  • Failed rows were retried or handled individually after fixes.

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Troubleshooting

Actions does not show Send contractConfirm you checked at least one customer row and you are not viewing Archived customers. If the menu still lacks Send contract, ask an admin to confirm your role can send contracts.
Template says it cannot bulk sendUse Send a contract for signature for that template, or ask an admin to review template settings in Settings > Contracts & Documents.
Customer says they never got emailCheck the email on the contact record. Ask them to search spam. From the customer record, resend with Send a contract for signature if the bulk job already finished and retry is not available.
Job stuck on RunningRefresh the page—the job updates automatically while it runs. If progress stays frozen for several minutes, click Pause then Resume, or contact support with the job date and template name.

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What to do next

When contracts come back signed, use Review signed contracts and document history to download PDFs. When you need to change signed terms later, read Amend a signed contract or send a new agreement if policy requires a full replacement.