If you’re Googling PandaDoc Bulk Send, you’re probably in a very specific kind of pain: you need to send a lot of documents (offers, policies, NDAs, renewals, order forms) and you do not want to spend your weekend copy-pasting names, chasing signatures, and praying nothing goes to the wrong person.

PandaDoc Bulk Send exists for exactly that. It's a "one template → many personalized documents" workflow that can scale policy distribution to very large recipient lists (PandaDoc has explicitly framed it as a way to send policies to "up to 1,000 employees").

What PandaDoc Bulk Send is

Bulk Send lets you take a PandaDoc template, upload a CSV (names/emails + any variables like company name, start date, plan tier), and generate individual documents for each recipient—then send them out in one batch. PandaDoc positions this as a way to send unique documents at scale.

It’s best for cases where:

the document is mostly the same for everyone,
you need light personalization,
and you want a trackable, auditable “sent → viewed → signed” flow.

How Bulk Send works step-by-step (what you actually do)

Start with a template. Build your doc once (policy, NDA, contract, acknowledgment letter) and use variables for anything that changes per person (like {{FirstName}}, {{Company}}, {{StartDate}}).
Set up roles/signing fields. You’ll assign who signs (more on limitations below).
Prepare your CSV. PandaDoc expects a spreadsheet with columns that match your variables (plus recipient emails). Keep it clean: consistent formatting, no trailing spaces, no “maybe” emails.
Create a Bulk Send. In PandaDoc, you choose the template, upload the CSV, and PandaDoc generates the individualized docs.
Preview before sending. Do not skip this. Spot-check 5–10 rows. This is how you prevent “Hi ,” and “Start date: 01/00/2025.”
Send the batch. PandaDoc emails each recipient their version.
Track completion. You monitor who has viewed/signed and follow up where needed.

My strongest advice: run a 10-recipient test batch first before you send 400 documents into the universe.

Where Bulk Send shines

Bulk Send is genuinely great when you need:

Speed: one build, many sends.
Consistency: everyone gets the same “source of truth.”
Operational clarity: you can see who completed and who didn’t (instead of guessing via inbox archaeology).

For HR policies, annual compliance acknowledgements, standardized customer renewals, and event paperwork, it’s exactly the right hammer.

The limitations you need to know upfront (so you don’t design the wrong workflow)

Bulk Send is powerful—but it is intentionally constrained. PandaDoc’s own documentation calls out limitations like these:

Only one recipient role / signer setup (Bulk Send is not designed for multi-party signing flows).
No sending a single document to multiple recipients in the way you might in a “counter-sign + customer-sign” contract flow.
No attachments in Bulk Send.
You can’t send the same bulk send document to the same recipient email more than once (this matters for retries and repeated campaigns).

Also: if you're hoping Bulk Send will behave like a secure data room or a "deal room," it won't. It's an email-driven distribution tool. For secure sharing with identity-bound access and page-level analytics, consider Peony.

Pricing: how Bulk Send is billed in 2025

Bulk Send is not always included by default—it is commonly treated as a paid add-on in PandaDoc’s packaging.

The practical billing model you’ll see referenced is usage credits (you pay based on how many documents you send via Bulk Send, not just how many users are on your account), with additional Bulk Send documents billed per document.

Translation: Bulk Send is affordable for occasional batch sends, but if you’re sending thousands of documents per month, you should do the math carefully.

A quiet “gotcha”: delivery and identity assurance

Bulk Send is optimized for email distribution. If your real requirement is recipient identity assurance (e.g., “only this exact person can open this doc”), you may need extra controls.

PandaDoc supports sending documents via SMS and has recipient-verification style features in certain flows. But Bulk Send is not necessarily where teams get the strongest “deal-grade” access control experience—because Bulk Send’s job is scale, not high-friction security.

How Peony remedies the gaps (without forcing you to throw PandaDoc away)

Bulk Send is great for "send 500 similar documents." It's weaker for "share sensitive materials securely, prove engagement, and prevent leaks."

That's the lane Peony is built for.

If you're sending anything high-stakes (fundraising materials, customer security docs, pricing, M&A files, partnership agreements), a safer pattern is:

Use PandaDoc Bulk Send for the part it's best at: standardized signature collection at scale.
Use Peony for the part Bulk Send doesn't solve well: secure access + leak deterrence + engagement visibility.

Peony is designed for leak protection with dynamic watermarking, screenshot protection, and identity-bound access rather than "hope nobody forwards the PDF." And it's designed for page-level analytics (engagement/time tracking) plus professional sharing via branded links/domains—so you can share externally without losing control.

In practice, teams will:

Put the sensitive "read-only" content in Peony secure data rooms,
Gate access with identity-bound access (so links don't float around anonymously),
Then route the final signature step through PandaDoc when appropriate.

You get the best of both: scale + control.

Q&A Section

What's the best alternative to PandaDoc Bulk Send for secure document sharing?

Peony offers secure document sharing with identity-bound access, page-level analytics, and dynamic watermarking for sensitive materials. While PandaDoc Bulk Send excels at sending many documents at scale, Peony provides stronger security controls and engagement tracking for high-stakes sharing. Use Peony for sensitive content and PandaDoc Bulk Send for signature collection workflows.

How do I track engagement when sending documents in bulk?

Peony provides page-level analytics that show exactly which pages recipients read, how long they spent on each section, and when they return. This visibility helps you follow up intelligently and identify engaged prospects. Unlike email attachments, Peony gives you real-time insights into document engagement.

Can I prevent document leaks when sharing sensitive materials?

Yes. Peony offers dynamic watermarking and screenshot protection to prevent unauthorized sharing. With identity-bound access, you control who can view your documents, and link expiry ensures access doesn't last forever. You can also revoke access instantly if needed.

Try Peony for Free

PandaDoc Bulk Send Complete Overview in 2025: Setup, Pricing & Alternatives