Envelopes and sends

Question

Hi I’ve been using DS for ages now, for signing PDFs by myself.

Now I have a challenge: I must send the same PDF (with editable fields) to around 40-60 addresses for their signature. If I have a standard free plan can I do so? If I need a paid plan, can the monthly personal plan do the trick?

How will I know that I can send the same document to multiple addresses for them to (separately) fill out and send back?

This was unclear to me when reading about envelopes (five?). A bit urgent, thanks!
Leonbruno

nathaly.monge · Accepted Answer

Hello @Leonbruno,Thank you for reaching back and the further detail.The feature mentioned by Alexandre (Bulk Send)isavailable for plans like Business Pro and above:Compare eSignature plans & pricingThisfeature allows you to send several of the same documents to several people at once while in the envelope range allowed in your plan:What happens if I exceed the envelope allowance on my DocuSign eSignature plan?So if you are looking to send the same document to several people at the same time, Bulk Send would be your best option (This would require you to set up a template), on the other hand, if it is going to be to several people but on different dates, a template alone would do the trick as you can use it time and time again whenever you need.For more information on bulk send and templates, please see the below articles:Bulk Send:Bulk Send for Multiple RecipientsTemplates:Introduction to templates videoLet us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Alexandre.Augusto · Answer

Hello,@LeonbrunoWelcome to the DocuSign Community!A Personal account plan gives to you five envelopes every 30 days. They are not cumulative, I mean, if you don’t use all of them, any remaining envelope will not be transferred to the next month.Your scenario makes me think in the Template option. In a template you can build your form with all the fields must be completed by your recipients. So every time you need to send a new form, you just need to use the template, add the recipients and send the envelope, easy and quick!Also, depending on the account plan is possible to use advanced features like Bulk Send to send many envelopes at once for the recipients using a template.You said about 40-60 addresses, how are you planning to do that? Sending One envelope with the form for 40-60 recipients added to the one envelope? Or, are you planning to send separated envelopes for each recipient so that could be 40-60 envelopes?I hope that helps!Alexandre

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