From a Google Sheet to signed contracts, and back again
Your client list already lives in a Google Sheet, shared with the office and updated by three people. You don't need a connector to send from it. A CSV download, or a plain copy and paste, gets every row into a bulk send, and the answers can flow back into a sheet when people sign.
Updated November 5, 2026 · 3 min read
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Get the columns right first
Bulk send matches columns to the template by name: one for each signer's name and email, and one for each labeled box on the contract, such as Monthly fee or Start date. The quickest way to get the names exactly right is to begin from SignMaster's own file.
- 1
Download the blank CSV
On the template, choose Bulk send, then Download a blank CSV.
- 2
Import it into Sheets
In Google Sheets, choose File › Import, upload the file and create a new sheet from it. The header row is now exactly what SignMaster expects.
- 3
Fill or link your rows
Paste your clients under the headers, or pull them in from your main sheet with formulas. Sheets exports the values, not the formulas, so either way works.
Send from the sheet
There are two ways to move the rows, and both end on the same matching screen.
- Copy and pasteSelect the header row and the rows to send, copy, then in the bulk send screen choose to paste rows from a spreadsheet. Good for a few dozen rows, or a filtered view.
- Download a CSVChoose File › Download › Comma Separated Values (.csv), which saves the current tab, then upload that file. Better for a long list or one you'll keep a copy of.
Then match any column SignMaster couldn't place, check the rows it flags, set reminders and expiry for the batch, and send. Each row becomes its own envelope.
Dates and money
Date fields accept 2026-10-31, 10/31/2026 or Oct 31, 2026; set the field to the day-first format if your sheet writes 31/10/2026. Number and currency fields ignore a leading dollar sign and thousands separators, so prices can stay formatted.
Bring the answers back into Sheets
SignMaster doesn't connect to Google Sheets directly. You have two honest options, depending on whether once is enough.
- Once, when you're ready: open the template's Responses tab, filter to the bulk send, choose Download CSV, and import it with File › Import. One row per envelope, one column per label, plus status and dates.
- Live, as each person signs: on Crew and Company, add a webhook. In Zapier, a Webhooks by Zapier trigger with Catch Hook gives you a URL to paste into SignMaster, and a Google Sheets Create Spreadsheet Row action writes each signed contract's values from data.fields_by_label. Make and n8n have their own webhook triggers and Google Sheets steps.
Step-by-step setup for the live version is on the Google Sheets integration page.
Questions? Answers.
Does SignMaster connect to Google Sheets?
Not directly. Send from a sheet with a CSV download or a copy and paste, and send results back with a Responses download or webhooks through Zapier, Make or n8n.
Can I paste straight from Google Sheets?
Yes. Copy the rows with their header row and paste them into the bulk send screen. Tab-separated text from a spreadsheet is read like a CSV.
How many rows can I send at once?
Up to 250 on Solo, 500 on Crew and 1000 on Company in one send. Split a longer sheet into a few sends.
Do accented names survive the trip?
Yes. Google Sheets saves CSV files as UTF-8, so names like Muñoz or Thérèse arrive intact.