feat: bulk send templates via csv (#1578)

Implements a bulk send feature allowing users to upload a CSV file to
create multiple documents from a template. Includes CSV template
generation, background processing, and email notifications.

<img width="563" alt="image"
src="https://github.com/user-attachments/assets/658cee71-6508-4a00-87da-b17c6762b7d8"
/>
<img width="578" alt="image"
src="https://github.com/user-attachments/assets/bbfac70b-c6a0-466a-be98-99ca4c4eb1b9"
/>
<img width="635" alt="image"
src="https://github.com/user-attachments/assets/65b2f55d-d491-45ac-84d6-1a31afe953dd"
/>


## Changes Made

- Added `TemplateBulkSendDialog` with CSV upload/download functionality
- Implemented bulk send job handler using background task system
- Created email template for completion notifications
- Added bulk send option to template view and actions dropdown
- Added CSV parsing with email/name validation

## Testing Performed

- CSV upload with valid/invalid data
- Bulk send with/without immediate sending
- Email notifications and error handling
- Team context integration
- File size and row count limits

Resolves #1550

apps/web/src/app/(dashboard)/templates/[id]/template-page-view.tsx

@@ -14,6 +14,7 @@ import { LazyPDFViewer } from '@documenso/ui/primitives/lazy-pdf-viewer';
 
 import { DocumentReadOnlyFields } from '~/components/document/document-read-only-fields';
 import { TemplateType } from '~/components/formatter/template-type';
+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
 
 import { DataTableActionDropdown } from '../data-table-action-dropdown';
 import { TemplateDirectLinkBadge } from '../template-direct-link-badge';
@@ -111,6 +112,8 @@ export const TemplatePageView = async ({ params, team }: TemplatePageViewProps)
         <div className="mt-2 flex flex-row space-x-4 sm:mt-0 sm:self-end">
           <TemplateDirectLinkDialogWrapper template={template} />
 
+          <TemplateBulkSendDialog templateId={template.id} recipients={template.recipients} />
+
           <Button className="w-full" asChild>
             <Link href={`${templateRootPath}/${template.id}/edit`}>
               <LucideEdit className="mr-1.5 h-3.5 w-3.5" />

apps/web/src/app/(dashboard)/templates/data-table-action-dropdown.tsx

@@ -5,7 +5,7 @@ import { useState } from 'react';
 import Link from 'next/link';
 
 import { Trans } from '@lingui/macro';
-import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2 } from 'lucide-react';
+import { Copy, Edit, MoreHorizontal, MoveRight, Share2Icon, Trash2, Upload } from 'lucide-react';
 import { useSession } from 'next-auth/react';
 
 import type { Recipient, Template, TemplateDirectLink } from '@documenso/prisma/client';
@@ -17,6 +17,8 @@ import {
   DropdownMenuTrigger,
 } from '@documenso/ui/primitives/dropdown-menu';
 
+import { TemplateBulkSendDialog } from '~/components/templates/template-bulk-send-dialog';
+
 import { DeleteTemplateDialog } from './delete-template-dialog';
 import { DuplicateTemplateDialog } from './duplicate-template-dialog';
 import { MoveTemplateDialog } from './move-template-dialog';
@@ -86,6 +88,17 @@ export const DataTableActionDropdown = ({
           </DropdownMenuItem>
         )}
 
+        <TemplateBulkSendDialog
+          templateId={row.id}
+          recipients={row.recipients}
+          trigger={
+            <div className="hover:bg-accent hover:text-accent-foreground relative flex cursor-pointer select-none items-center rounded-sm px-2 py-1.5 text-sm outline-none transition-colors">
+              <Upload className="mr-2 h-4 w-4" />
+              <Trans>Bulk Send via CSV</Trans>
+            </div>
+          }
+        />
+
         <DropdownMenuItem
           disabled={!isOwner && !isTeamTemplate}
           onClick={() => setDeleteDialogOpen(true)}

apps/web/src/components/templates/template-bulk-send-dialog.tsx

@@ -0,0 +1,275 @@
+'use client';
+
+import { zodResolver } from '@hookform/resolvers/zod';
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+import { File as FileIcon, Upload, X } from 'lucide-react';
+import { useForm } from 'react-hook-form';
+import { z } from 'zod';
+
+import { trpc } from '@documenso/trpc/react';
+import { Button } from '@documenso/ui/primitives/button';
+import { Checkbox } from '@documenso/ui/primitives/checkbox';
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogFooter,
+  DialogHeader,
+  DialogTitle,
+  DialogTrigger,
+} from '@documenso/ui/primitives/dialog';
+import { Form, FormControl, FormField, FormItem } from '@documenso/ui/primitives/form/form';
+import { useToast } from '@documenso/ui/primitives/use-toast';
+
+import { useOptionalCurrentTeam } from '~/providers/team';
+
+const ZBulkSendFormSchema = z.object({
+  file: z.instanceof(File),
+  sendImmediately: z.boolean().default(false),
+});
+
+type TBulkSendFormSchema = z.infer<typeof ZBulkSendFormSchema>;
+
+export type TemplateBulkSendDialogProps = {
+  templateId: number;
+  recipients: Array<{ email: string; name?: string | null }>;
+  trigger?: React.ReactNode;
+  onSuccess?: () => void;
+};
+
+export const TemplateBulkSendDialog = ({
+  templateId,
+  recipients,
+  trigger,
+  onSuccess,
+}: TemplateBulkSendDialogProps) => {
+  const { _ } = useLingui();
+  const { toast } = useToast();
+
+  const team = useOptionalCurrentTeam();
+
+  const form = useForm<TBulkSendFormSchema>({
+    resolver: zodResolver(ZBulkSendFormSchema),
+    defaultValues: {
+      sendImmediately: false,
+    },
+  });
+
+  const { mutateAsync: uploadBulkSend } = trpc.template.uploadBulkSend.useMutation();
+
+  const onDownloadTemplate = () => {
+    const headers = recipients.flatMap((_, index) => [
+      `recipient_${index + 1}_email`,
+      `recipient_${index + 1}_name`,
+    ]);
+
+    const exampleRow = recipients.flatMap((recipient) => [recipient.email, recipient.name || '']);
+
+    const csv = [headers.join(','), exampleRow.join(',')].join('\n');
+    const blob = new Blob([csv], { type: 'text/csv' });
+    const url = window.URL.createObjectURL(blob);
+
+    const a = Object.assign(document.createElement('a'), {
+      href: url,
+      download: 'template.csv',
+    });
+
+    a.click();
+
+    window.URL.revokeObjectURL(url);
+  };
+
+  const onSubmit = async (values: TBulkSendFormSchema) => {
+    try {
+      const csv = await values.file.text();
+
+      await uploadBulkSend({
+        templateId,
+        teamId: team?.id,
+        csv: csv,
+        sendImmediately: values.sendImmediately,
+      });
+
+      toast({
+        title: _(msg`Success`),
+        description: _(
+          msg`Your bulk send has been initiated. You will receive an email notification upon completion.`,
+        ),
+      });
+
+      form.reset();
+      onSuccess?.();
+    } catch (err) {
+      console.error(err);
+
+      toast({
+        title: 'Error',
+        description: 'Failed to upload CSV. Please check the file format and try again.',
+        variant: 'destructive',
+      });
+    }
+  };
+
+  return (
+    <Dialog>
+      <DialogTrigger asChild>
+        {trigger ?? (
+          <Button>
+            <Upload className="mr-2 h-4 w-4" />
+            <Trans>Bulk Send via CSV</Trans>
+          </Button>
+        )}
+      </DialogTrigger>
+
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>
+            <Trans>Bulk Send Template via CSV</Trans>
+          </DialogTitle>
+
+          <DialogDescription>
+            <Trans>
+              Upload a CSV file to create multiple documents from this template. Each row represents
+              one document with its recipient details.
+            </Trans>
+          </DialogDescription>
+        </DialogHeader>
+
+        <Form {...form}>
+          <form onSubmit={form.handleSubmit(onSubmit)} className="flex flex-col gap-y-4">
+            <div className="bg-muted/70 rounded-lg border p-4">
+              <h3 className="text-sm font-medium">
+                <Trans>CSV Structure</Trans>
+              </h3>
+
+              <p className="text-muted-foreground mt-1 text-sm">
+                <Trans>
+                  For each recipient, provide their email (required) and name (optional) in separate
+                  columns. Download the template CSV below for the correct format.
+                </Trans>
+              </p>
+
+              <p className="mt-4 text-sm">
+                <Trans>Current recipients:</Trans>
+              </p>
+
+              <ul className="text-muted-foreground mt-2 list-inside list-disc text-sm">
+                {recipients.map((recipient, index) => (
+                  <li key={index}>
+                    {recipient.name ? `${recipient.name} (${recipient.email})` : recipient.email}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            <div className="flex flex-col gap-y-2">
+              <Button onClick={onDownloadTemplate} variant="outline" type="button">
+                <Trans>Download Template CSV</Trans>
+              </Button>
+
+              <p className="text-muted-foreground text-xs">
+                <Trans>Pre-formatted CSV template with example data.</Trans>
+              </p>
+            </div>
+
+            <FormField
+              control={form.control}
+              name="file"
+              render={({ field: { onChange, value }, fieldState: { error } }) => (
+                <FormItem>
+                  <FormControl>
+                    {!value ? (
+                      <Button asChild variant="outline" className="w-full">
+                        <label className="cursor-pointer">
+                          <input
+                            type="file"
+                            accept=".csv"
+                            className="hidden"
+                            onChange={(e) => {
+                              const file = e.target.files?.[0];
+                              if (file) {
+                                onChange(file);
+                              }
+                            }}
+                            disabled={form.formState.isSubmitting}
+                          />
+                          <Upload className="mr-2 h-4 w-4" />
+                          <Trans>Upload CSV</Trans>
+                        </label>
+                      </Button>
+                    ) : (
+                      <div className="flex h-10 items-center rounded-md border px-3">
+                        <div className="flex flex-1 items-center gap-2">
+                          <FileIcon className="text-muted-foreground h-4 w-4" />
+                          <span className="flex-1 truncate text-sm">{value.name}</span>
+                        </div>
+
+                        <Button
+                          type="button"
+                          variant="link"
+                          className="text-destructive hover:text-destructive p-0 text-xs"
+                          onClick={() => onChange(null)}
+                          disabled={form.formState.isSubmitting}
+                        >
+                          <X className="h-4 w-4" />
+                          <span className="sr-only">
+                            <Trans>Remove</Trans>
+                          </span>
+                        </Button>
+                      </div>
+                    )}
+                  </FormControl>
+
+                  {error && <p className="text-destructive text-sm">{error.message}</p>}
+
+                  <p className="text-muted-foreground text-xs">
+                    <Trans>
+                      Maximum file size: 4MB. Maximum 100 rows per upload. Blank values will use
+                      template defaults.
+                    </Trans>
+                  </p>
+                </FormItem>
+              )}
+            />
+
+            <FormField
+              control={form.control}
+              name="sendImmediately"
+              render={({ field }) => (
+                <FormItem className="flex items-center space-x-2">
+                  <FormControl>
+                    <div className="flex items-center">
+                      <Checkbox
+                        id="send-immediately"
+                        checked={field.value}
+                        onCheckedChange={field.onChange}
+                      />
+
+                      <label
+                        htmlFor="send-immediately"
+                        className="text-muted-foreground ml-2 flex items-center text-sm"
+                      >
+                        <Trans>Send documents to recipients immediately</Trans>
+                      </label>
+                    </div>
+                  </FormControl>
+                </FormItem>
+              )}
+            />
+
+            <DialogFooter className="mt-4">
+              <Button variant="secondary" onClick={() => form.reset()} type="button">
+                <Trans>Cancel</Trans>
+              </Button>
+
+              <Button type="submit" loading={form.formState.isSubmitting}>
+                <Trans>Upload and Process</Trans>
+              </Button>
+            </DialogFooter>
+          </form>
+        </Form>
+      </DialogContent>
+    </Dialog>
+  );
+};

package-lock.json

@@ -13836,6 +13836,12 @@
       "resolved": "https://registry.npmjs.org/csstype/-/csstype-3.1.2.tgz",
       "integrity": "sha512-I7K1Uu0MBPzaFKg4nI5Q7Vs2t+3gWWW648spaF+Rg7pI9ds18Ugn+lvg4SHczUdKlHI5LWBXyqfS8+DufyBsgQ=="
     },
+    "node_modules/csv-parse": {
+      "version": "5.6.0",
+      "resolved": "https://registry.npmjs.org/csv-parse/-/csv-parse-5.6.0.tgz",
+      "integrity": "sha512-l3nz3euub2QMg5ouu5U09Ew9Wf6/wQ8I++ch1loQ0ljmzhmfZYrH9fflS22i/PQEvsPvxCwxgz5q7UB8K1JO4Q==",
+      "license": "MIT"
+    },
     "node_modules/cytoscape": {
       "version": "3.28.1",
       "resolved": "https://registry.npmjs.org/cytoscape/-/cytoscape-3.28.1.tgz",
@@ -35031,6 +35037,7 @@
         "@trigger.dev/sdk": "^2.3.18",
         "@upstash/redis": "^1.20.6",
         "@vvo/tzdb": "^6.117.0",
+        "csv-parse": "^5.6.0",
         "inngest": "^3.19.13",
         "kysely": "^0.26.3",
         "luxon": "^3.4.0",

packages/email/templates/bulk-send-complete.tsx

@@ -0,0 +1,91 @@
+import { Trans, msg } from '@lingui/macro';
+import { useLingui } from '@lingui/react';
+
+import { Body, Container, Head, Html, Preview, Section, Text } from '../components';
+import { TemplateFooter } from '../template-components/template-footer';
+
+export interface BulkSendCompleteEmailProps {
+  userName: string;
+  templateName: string;
+  totalProcessed: number;
+  successCount: number;
+  failedCount: number;
+  errors: string[];
+  assetBaseUrl?: string;
+}
+
+export const BulkSendCompleteEmail = ({
+  userName,
+  templateName,
+  totalProcessed,
+  successCount,
+  failedCount,
+  errors,
+}: BulkSendCompleteEmailProps) => {
+  const { _ } = useLingui();
+
+  return (
+    <Html>
+      <Head />
+      <Preview>{_(msg`Bulk send operation complete for template "${templateName}"`)}</Preview>
+      <Body className="mx-auto my-auto bg-white font-sans">
+        <Section>
+          <Container className="mx-auto mb-2 mt-8 max-w-xl rounded-lg border border-solid border-slate-200 p-4 backdrop-blur-sm">
+            <Section>
+              <Text className="text-sm">
+                <Trans>Hi {userName},</Trans>
+              </Text>
+
+              <Text className="text-sm">
+                <Trans>Your bulk send operation for template "{templateName}" has completed.</Trans>
+              </Text>
+
+              <Text className="text-lg font-semibold">
+                <Trans>Summary:</Trans>
+              </Text>
+
+              <ul className="my-2 ml-4 list-inside list-disc">
+                <li>
+                  <Trans>Total rows processed: {totalProcessed}</Trans>
+                </li>
+                <li className="mt-1">
+                  <Trans>Successfully created: {successCount}</Trans>
+                </li>
+                <li className="mt-1">
+                  <Trans>Failed: {failedCount}</Trans>
+                </li>
+              </ul>
+
+              {failedCount > 0 && (
+                <Section className="mt-4">
+                  <Text className="text-lg font-semibold">
+                    <Trans>The following errors occurred:</Trans>
+                  </Text>
+
+                  <ul className="my-2 ml-4 list-inside list-disc">
+                    {errors.map((error, index) => (
+                      <li key={index} className="text-destructive mt-1 text-sm text-slate-400">
+                        {error}
+                      </li>
+                    ))}
+                  </ul>
+                </Section>
+              )}
+
+              <Text className="text-sm">
+                <Trans>
+                  You can view the created documents in your dashboard under the "Documents created
+                  from template" section.
+                </Trans>
+              </Text>
+            </Section>
+          </Container>
+
+          <Container className="mx-auto max-w-xl">
+            <TemplateFooter isDocument={false} />
+          </Container>
+        </Section>
+      </Body>
+    </Html>
+  );
+};

packages/lib/jobs/client.ts

@@ -6,6 +6,7 @@ import { SEND_SIGNING_EMAIL_JOB_DEFINITION } from './definitions/emails/send-sig
 import { SEND_TEAM_DELETED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-deleted-email';
 import { SEND_TEAM_MEMBER_JOINED_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-member-joined-email';
 import { SEND_TEAM_MEMBER_LEFT_EMAIL_JOB_DEFINITION } from './definitions/emails/send-team-member-left-email';
+import { BULK_SEND_TEMPLATE_JOB_DEFINITION } from './definitions/internal/bulk-send-template';
 import { SEAL_DOCUMENT_JOB_DEFINITION } from './definitions/internal/seal-document';
 
 /**
@@ -21,6 +22,7 @@ export const jobsClient = new JobClient([
   SEAL_DOCUMENT_JOB_DEFINITION,
   SEND_SIGNING_REJECTION_EMAILS_JOB_DEFINITION,
   SEND_RECIPIENT_SIGNED_EMAIL_JOB_DEFINITION,
+  BULK_SEND_TEMPLATE_JOB_DEFINITION,
 ] as const);
 
 export const jobs = jobsClient;

packages/lib/jobs/definitions/emails/send-bulk-complete-email.ts

@@ -0,0 +1,39 @@
+import { z } from 'zod';
+
+import { ZRequestMetadataSchema } from '../../../universal/extract-request-metadata';
+import { type JobDefinition } from '../../client/_internal/job';
+
+const SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_ID = 'send.bulk.complete.email';
+
+const SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_SCHEMA = z.object({
+  userId: z.number(),
+  templateId: z.number(),
+  templateName: z.string(),
+  totalProcessed: z.number(),
+  successCount: z.number(),
+  failedCount: z.number(),
+  errors: z.array(z.string()),
+  requestMetadata: ZRequestMetadataSchema.optional(),
+});
+
+export type TSendBulkCompleteEmailJobDefinition = z.infer<
+  typeof SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_SCHEMA
+>;
+
+export const SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION = {
+  id: SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_ID,
+  name: 'Send Bulk Complete Email',
+  version: '1.0.0',
+  trigger: {
+    name: SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_ID,
+    schema: SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_SCHEMA,
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./send-bulk-complete-email.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof SEND_BULK_COMPLETE_EMAIL_JOB_DEFINITION_ID,
+  TSendBulkCompleteEmailJobDefinition
+>;

packages/lib/jobs/definitions/internal/bulk-send-template.handler.ts

@@ -0,0 +1,208 @@
+import { createElement } from 'react';
+
+import { msg } from '@lingui/macro';
+import { parse } from 'csv-parse/sync';
+import { z } from 'zod';
+
+import { mailer } from '@documenso/email/mailer';
+import { BulkSendCompleteEmail } from '@documenso/email/templates/bulk-send-complete';
+import { sendDocument } from '@documenso/lib/server-only/document/send-document';
+import { createDocumentFromTemplate } from '@documenso/lib/server-only/template/create-document-from-template';
+import { getTemplateById } from '@documenso/lib/server-only/template/get-template-by-id';
+import { prisma } from '@documenso/prisma';
+import type { TeamGlobalSettings } from '@documenso/prisma/client';
+
+import { getI18nInstance } from '../../../client-only/providers/i18n.server';
+import { NEXT_PUBLIC_WEBAPP_URL } from '../../../constants/app';
+import { FROM_ADDRESS, FROM_NAME } from '../../../constants/email';
+import { AppError } from '../../../errors/app-error';
+import { renderEmailWithI18N } from '../../../utils/render-email-with-i18n';
+import { teamGlobalSettingsToBranding } from '../../../utils/team-global-settings-to-branding';
+import type { JobRunIO } from '../../client/_internal/job';
+import type { TBulkSendTemplateJobDefinition } from './bulk-send-template';
+
+const ZRecipientRowSchema = z.object({
+  name: z.string().optional(),
+  email: z.union([
+    z.string().email({ message: 'Value must be a valid email or empty string' }),
+    z.string().max(0, { message: 'Value must be a valid email or empty string' }),
+  ]),
+});
+
+export const run = async ({
+  payload,
+  io,
+}: {
+  payload: TBulkSendTemplateJobDefinition;
+  io: JobRunIO;
+}) => {
+  const { userId, teamId, templateId, csvContent, sendImmediately, requestMetadata } = payload;
+
+  const template = await getTemplateById({
+    id: templateId,
+    userId,
+    teamId,
+  });
+
+  if (!template) {
+    throw new Error('Template not found');
+  }
+
+  const rows = parse(csvContent, { columns: true, skip_empty_lines: true });
+
+  if (rows.length > 100) {
+    throw new Error('Maximum 100 rows allowed per upload');
+  }
+
+  const { recipients } = template;
+
+  // Validate CSV structure
+  const csvHeaders = Object.keys(rows[0]);
+  const requiredHeaders = recipients.map((_, index) => `recipient_${index + 1}_email`);
+
+  for (const header of requiredHeaders) {
+    if (!csvHeaders.includes(header)) {
+      throw new Error(`Missing required column: ${header}`);
+    }
+  }
+
+  const user = await prisma.user.findFirstOrThrow({
+    where: {
+      id: userId,
+    },
+    select: {
+      email: true,
+      name: true,
+    },
+  });
+
+  const results = {
+    success: 0,
+    failed: 0,
+    errors: Array<string>(),
+  };
+
+  // Process each row
+  for (const [rowIndex, row] of rows.entries()) {
+    try {
+      for (const [recipientIndex] of recipients.entries()) {
+        const nameKey = `recipient_${recipientIndex + 1}_name`;
+        const emailKey = `recipient_${recipientIndex + 1}_email`;
+
+        const parsed = ZRecipientRowSchema.safeParse({
+          name: row[nameKey],
+          email: row[emailKey],
+        });
+
+        if (!parsed.success) {
+          throw new Error(
+            `Invalid recipient data provided for ${emailKey}, ${nameKey}: ${parsed.error.issues?.[0]?.message}`,
+          );
+        }
+      }
+
+      const document = await io.runTask(`create-document-${rowIndex}`, async () => {
+        return await createDocumentFromTemplate({
+          templateId: template.id,
+          userId,
+          teamId,
+          recipients: recipients.map((recipient, index) => {
+            return {
+              id: recipient.id,
+              email: row[`recipient_${index + 1}_email`] || recipient.email,
+              name: row[`recipient_${index + 1}_name`] || recipient.name,
+              role: recipient.role,
+              signingOrder: recipient.signingOrder,
+            };
+          }),
+          requestMetadata: {
+            source: 'app',
+            auth: 'session',
+            requestMetadata: requestMetadata || {},
+          },
+        });
+      });
+
+      if (sendImmediately) {
+        await io.runTask(`send-document-${rowIndex}`, async () => {
+          await sendDocument({
+            documentId: document.id,
+            userId,
+            teamId,
+            requestMetadata: {
+              source: 'app',
+              auth: 'session',
+              requestMetadata: requestMetadata || {},
+            },
+          }).catch((err) => {
+            console.error(err);
+
+            throw new AppError('DOCUMENT_SEND_FAILED');
+          });
+        });
+      }
+
+      results.success += 1;
+    } catch (error) {
+      results.failed += 1;
+
+      const errorMessage = error instanceof Error ? error.message : 'Unknown error';
+
+      results.errors.push(`Row ${rowIndex + 1}: Was unable to be processed - ${errorMessage}`);
+    }
+  }
+
+  await io.runTask('send-completion-email', async () => {
+    const completionTemplate = createElement(BulkSendCompleteEmail, {
+      userName: user.name || user.email,
+      templateName: template.title,
+      totalProcessed: rows.length,
+      successCount: results.success,
+      failedCount: results.failed,
+      errors: results.errors,
+      assetBaseUrl: NEXT_PUBLIC_WEBAPP_URL(),
+    });
+
+    let teamGlobalSettings: TeamGlobalSettings | undefined | null;
+
+    if (template.teamId) {
+      teamGlobalSettings = await prisma.teamGlobalSettings.findUnique({
+        where: {
+          teamId: template.teamId,
+        },
+      });
+    }
+
+    const branding = teamGlobalSettings
+      ? teamGlobalSettingsToBranding(teamGlobalSettings)
+      : undefined;
+
+    const i18n = await getI18nInstance(teamGlobalSettings?.documentLanguage);
+
+    const [html, text] = await Promise.all([
+      renderEmailWithI18N(completionTemplate, {
+        lang: teamGlobalSettings?.documentLanguage,
+        branding,
+      }),
+      renderEmailWithI18N(completionTemplate, {
+        lang: teamGlobalSettings?.documentLanguage,
+        branding,
+        plainText: true,
+      }),
+    ]);
+
+    await mailer.sendMail({
+      to: {
+        name: user.name || '',
+        address: user.email,
+      },
+      from: {
+        name: FROM_NAME,
+        address: FROM_ADDRESS,
+      },
+      subject: i18n._(msg`Bulk Send Complete: ${template.title}`),
+      html,
+      text,
+    });
+  });
+};

packages/lib/jobs/definitions/internal/bulk-send-template.ts

@@ -0,0 +1,37 @@
+import { z } from 'zod';
+
+import { ZRequestMetadataSchema } from '../../../universal/extract-request-metadata';
+import { type JobDefinition } from '../../client/_internal/job';
+
+const BULK_SEND_TEMPLATE_JOB_DEFINITION_ID = 'internal.bulk-send-template';
+
+const BULK_SEND_TEMPLATE_JOB_DEFINITION_SCHEMA = z.object({
+  userId: z.number(),
+  teamId: z.number().optional(),
+  templateId: z.number(),
+  csvContent: z.string(),
+  sendImmediately: z.boolean(),
+  requestMetadata: ZRequestMetadataSchema.optional(),
+});
+
+export type TBulkSendTemplateJobDefinition = z.infer<
+  typeof BULK_SEND_TEMPLATE_JOB_DEFINITION_SCHEMA
+>;
+
+export const BULK_SEND_TEMPLATE_JOB_DEFINITION = {
+  id: BULK_SEND_TEMPLATE_JOB_DEFINITION_ID,
+  name: 'Bulk Send Template',
+  version: '1.0.0',
+  trigger: {
+    name: BULK_SEND_TEMPLATE_JOB_DEFINITION_ID,
+    schema: BULK_SEND_TEMPLATE_JOB_DEFINITION_SCHEMA,
+  },
+  handler: async ({ payload, io }) => {
+    const handler = await import('./bulk-send-template.handler');
+
+    await handler.run({ payload, io });
+  },
+} as const satisfies JobDefinition<
+  typeof BULK_SEND_TEMPLATE_JOB_DEFINITION_ID,
+  TBulkSendTemplateJobDefinition
+>;

packages/lib/package.json

@@ -40,6 +40,7 @@
     "@trigger.dev/sdk": "^2.3.18",
     "@upstash/redis": "^1.20.6",
     "@vvo/tzdb": "^6.117.0",
+    "csv-parse": "^5.6.0",
     "inngest": "^3.19.13",
     "kysely": "^0.26.3",
     "luxon": "^3.4.0",

packages/trpc/server/template-router/router.ts

@@ -1,5 +1,8 @@
+import { TRPCError } from '@trpc/server';
+
 import { getServerLimits } from '@documenso/ee/server-only/limits/server';
 import { AppError, AppErrorCode } from '@documenso/lib/errors/app-error';
+import { jobs } from '@documenso/lib/jobs/client';
 import { getDocumentWithDetailsById } from '@documenso/lib/server-only/document/get-document-with-details-by-id';
 import { sendDocument } from '@documenso/lib/server-only/document/send-document';
 import {
@@ -25,6 +28,7 @@ import type { Document } from '@documenso/prisma/client';
 import { ZGenericSuccessResponse, ZSuccessResponseSchema } from '../document-router/schema';
 import { authenticatedProcedure, maybeAuthenticatedProcedure, router } from '../trpc';
 import {
+  ZBulkSendTemplateMutationSchema,
   ZCreateDocumentFromDirectTemplateRequestSchema,
   ZCreateDocumentFromTemplateRequestSchema,
   ZCreateDocumentFromTemplateResponseSchema,
@@ -414,4 +418,48 @@ export const templateRouter = router({
         userId,
       });
     }),
+
+  /**
+   * @private
+   */
+  uploadBulkSend: authenticatedProcedure
+    .input(ZBulkSendTemplateMutationSchema)
+    .mutation(async ({ ctx, input }) => {
+      const { templateId, teamId, csv, sendImmediately } = input;
+      const { user } = ctx;
+
+      if (csv.length > 4 * 1024 * 1024) {
+        throw new TRPCError({
+          code: 'BAD_REQUEST',
+          message: 'File size exceeds 4MB limit',
+        });
+      }
+
+      const template = await getTemplateById({
+        id: templateId,
+        teamId,
+        userId: user.id,
+      });
+
+      if (!template) {
+        throw new TRPCError({
+          code: 'NOT_FOUND',
+          message: 'Template not found',
+        });
+      }
+
+      await jobs.triggerJob({
+        name: 'internal.bulk-send-template',
+        payload: {
+          userId: user.id,
+          teamId,
+          templateId,
+          csvContent: csv,
+          sendImmediately,
+          requestMetadata: ctx.metadata.requestMetadata,
+        },
+      });
+
+      return { success: true };
+    }),
 });

packages/trpc/server/template-router/schema.ts

@@ -188,6 +188,14 @@ export const ZMoveTemplateToTeamRequestSchema = z.object({
 
 export const ZMoveTemplateToTeamResponseSchema = ZTemplateLiteSchema;
 
+export const ZBulkSendTemplateMutationSchema = z.object({
+  templateId: z.number(),
+  teamId: z.number().optional(),
+  csv: z.string().min(1),
+  sendImmediately: z.boolean(),
+});
+
 export type TCreateTemplateMutationSchema = z.infer<typeof ZCreateTemplateMutationSchema>;
 export type TDuplicateTemplateMutationSchema = z.infer<typeof ZDuplicateTemplateMutationSchema>;
 export type TDeleteTemplateMutationSchema = z.infer<typeof ZDeleteTemplateMutationSchema>;
+export type TBulkSendTemplateMutationSchema = z.infer<typeof ZBulkSendTemplateMutationSchema>;