Send Personalised Documents in Bulk—in Minutes, Not Hours
Upload a CSV or Excel file, or choose a saved Contacts list, and let SignNXT create personalised signing requests in bulk — ideal for HR onboarding, school consent forms, client agreements, and repeat campaigns.
Cancel anytime • Upload a spreadsheet and send personalised documents in minutes
Mail Merge Setup
Perfect for Bulk Document Sending
Send personalized documents to hundreds of people without the manual work
Employee Onboarding
Onboard 50 new hires in 10 minutes instead of 8 hours—send personalized employment contracts with individual names, roles, and salaries automatically.
Client Agreements
Close deals faster—distribute personalised service agreements with their own terms and pricing in one batch, then track who's signed in real time.
School Administration
Streamline parent consent collection—send personalised consent forms for field trips to parents and track who responded.
Event Registrations
Process event registrations at scale—send personalised waivers to attendees and track completion before the event.
Sending to your whole school, parent group, or large team? Custom Enterprise plans can support higher daily bulk-send limits.
Talk to usSave recipient lists once. Reuse them every campaign.
Stop re-uploading the same spreadsheet every time. Save lists like “Year 10 Parents”, “New Starters”, or “Tenants — Block A”, then choose them from the bulk-send wizard whenever you run a new campaign.
Save any recipient list
Name it and add a category (Class · Staff · Parents · External · Custom) so it's easy to find later.
Per-contact tags
VIP · Allergies · Auto-renew · Net-30 — slice inside a list when you need to send to just some of them.
Two ways to build a list
Type contacts in manually, or import a CSV/Excel with auto-column mapping.
Pick from the campaign wizard
Choose “Upload CSV / Excel” or “Use a saved list” — recipients are pre-loaded either way.
Lists are workspace-scoped. Each workspace has its own private lists.
Collect every response in one campaign view
When recipients fill in details on their document — such as allergy information on a school consent form, bank details on an onboarding form, or approval notes on an internal document — SignNXT gathers every response into one campaign view. No opening documents one by one.
One responses table
See what every recipient entered, side by side, across the campaign.
One ZIP for signed PDFs
Download every completed document in a single campaign ZIP.
One ZIP for Certificates
Download every Certificate of Completion from the campaign in one place.
One-click CSV export
Export filled form values and merge fields to CSV for your HR system, school SIS, CRM, or spreadsheet.
Powerful Mail Merge Features
Everything you need for bulk document automation
Upload CSV or Excel Once
No manual copy-paste. Upload your spreadsheet, map columns to merge fields (Text, Number, Date, Email, Phone, Checkbox, Dropdown), and go. Fields are populated automatically.
Collect signer responses
Capture the values recipients enter while signing — such as contact details, consent choices, notes, or form responses — and review them at campaign level.
Pre-send suppression check
Before a single email goes out, the campaign wizard warns you if any recipients are on the bounce or complaint suppression list — so you don't waste a send or hurt your domain reputation.
Per-campaign delivery breakdown
See Delivered / Bounced / Complained for every campaign, alongside the Sent / Signed counts. Spot deliverability issues before they spread.
Set Reminders & Expiry per Campaign
Configure first reminder timing and recurring reminders for the entire campaign. Auto-expiry warnings alert signers about deadlines.
Campaign Activity Tracking
See sent, viewed, and signed status for every document in the campaign, with per-recipient timestamps — see document tracking.
Auto-Generate Document Names
Specify a CSV column to automatically name each document. Perfect for organizing hundreds of signed contracts by employee ID or client name.
Send Now or Save as Draft
Review before sending. Save campaigns as drafts or launch immediately. Up to 100 documents per day per user.
Why Mail Merge Matters
Transform hours of manual work into minutes of automation
Save Hours of Manual Work
What used to take days now takes minutes. Send personalised documents in bulk with a single click.
Personalize at Scale
Each recipient gets a document with their specific information - names, dates, amounts, and custom fields.
Track Everything
Monitor who has opened, viewed, and signed their documents with real-time tracking for every recipient.
Reduce Errors
Eliminate manual data entry mistakes by importing recipient information directly from your spreadsheet.
How Mail Merge Works
Send hundreds of personalized documents in four simple steps
Prepare CSV or Excel file
Create a spreadsheet with recipient names, emails, and custom field data — or start from a reusable document template
Upload & Map
Upload your CSV or Excel file and map columns to document fields automatically
Preview & Verify
Review sample documents to ensure everything looks perfect
Send in Bulk
Click send and watch as personalized documents go to all recipients
Real-World Example
See how an HR team uses mail merge for employee onboarding
Onboarding 50 New Employees
- • Manually create 50 individual contracts
- • Copy and paste each employee's information
- • Send 50 separate emails
- • Track 50 documents individually
- • Upload one CSV with all 50 employees
- • Map fields automatically
- • Send all 50 contracts with one click
- • Track all documents in one dashboard
Simple CSV Format
Your spreadsheet just needs basic columns - we handle the rest
John Smith,john@company.com,Developer,$75000,2024-01-15
Sarah Johnson,sarah@company.com,Designer,$70000,2024-01-15
Mike Davis,mike@company.com,Manager,$85000,2024-01-20
Mail Merge — FAQ
- Does SignNXT support Excel files for mail merge?
- Yes. You can upload CSV or Excel (.xlsx) files to send personalised documents in bulk.
- How many documents can I send per day with mail merge?
- On the Professional plan you can send up to 100 personalised documents a day per user. Higher daily limits are available on custom Enterprise plans.
- Can I track bulk document signing?
- Yes. SignNXT shows the status of every document sent in a campaign — sent, viewed, and signed — with per-recipient timestamps.
- Are documents tracked individually when sent in bulk?
- Yes. Each recipient receives and signs their own document, tracked separately even when sent as part of one mail-merge campaign.
- Which plan includes mail merge?
- Mail merge, bulk send, saved Contacts lists, and the Filled Form Values CSV export are all on the Professional plan. You can also try them during the 7-day free trial.
- Can I save recipient lists and reuse them?
- Yes. Save any recipient list with a name and a category (Class, Staff, Parents, External, or your own), tag individual contacts, and pick the saved list from inside the bulk-send wizard next time. Each workspace has its own private lists.
- Can I export all the responses my signers gave?
- Yes. Every value your signers entered — form fields and merge fields — is gathered into a Filled Form Values table for the whole campaign and exportable to CSV in one click. You can also download every signed PDF (or every Certificate of Completion) as a single ZIP.
- What happens if I try to send to someone on the bounce list?
- The campaign wizard runs a pre-send suppression check and warns you about any recipients on the bounce or complaint suppression list before sending. You can choose to skip them or update your list.
Start Sending Personalised Campaigns Today
Turn spreadsheets or saved lists into personalised signing campaigns in minutes.
7-day free trial • Cancel anytime • Mail merge on Professional