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Send Hike Letters in Bulk

Generate a personalized hike letter for every employee from one template, then send them all for eSignature with the BoldSign API.

Generate and send hike letters for your whole team

Upload an Excel file with employee data. The sample merges each row into a DOCX hike letter template, then calls the BoldSign API once per employee to send a personalised signature request.

Sending hike letters one by one is time-consuming, especially when your team has hundreds of employees. By implementing this sample, you can automate the entire process: a single Excel upload generates individualised letters, delivers them for eSignature, and tracks every document's status, all without any manual effort per employee.

Get started

The sample handles all file merging locally and calls BoldSign once per employee.

  1. 1

    Upload employee data

    One Excel row per employee. Each row produces one personalised letter send signature request for each employee.

  2. 2

    Review recipients

    Check names, email addresses and the auto-generated documents. Rows that fail validation are listed before anything is sent.

  3. 3

    Send and track

    Watch each request go out live, then download an Excel file with the document ID and status for every employee.

Only one BoldSign endpoint is involved in the whole flow.

CallWhen
POST /v1/document/sendOnce per employee, after the letter is merged.
GET /v1/document/propertiesOptional — to check delivery status after sending.
BoldSign has no dedicated bulk endpoint. Bulk sending is a loop over /v1/document/send, which keeps each employee's document and audit trail fully separate.