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Generate new contracts in bulk

How to easily generate multiple contracts from the same contract type?

Updated over 2 weeks ago

To create contracts in multiple languages from the same contract type, repeat the process by downloading one Excel file per language.


Start a new contract

To create your contracts in bulk:

  • Click on + New contract

  • Select the option Start a contract

  • Select the contract type for which you want to generate multiple contracts.

  • In the configuration, click on Generate multiple contracts

  • Click on Download the contract type (Excel)


Fill out the Excel file with the required information

Once the file is downloaded, Tomorro generates an Excel file to complete.

⚠️ It is important to not modify the order of columns or their names.

In this Excel file, you will find:

  • The mandatory fields for generation (in orange with an asterisk)

    • Counterparty = name of the counterparty

Column Contract name = name of the contract that will be created in Tomorro (this overrides the automatic naming convention of the contract type).

  • The fields on the counterparty side, highlighted in yellow

    • Signer 1: signer on the counterparty side (email address)

Don't see this column? Make sure a signature area has been added to your contract type.

  • The other smart fields (in white, not mandatory): Only fill in the necessary fields

One filled row = one generated contract.


Generate contracts in bulk

Once the Excel file is filled out:

  • Click on Import the template

  • Import the completed file


Access generated contracts

Once creation is successful:

  • a filtered view is automatically generated

  • it allows you to quickly access the created contracts

  • you can rename it

Generated contracts are created with the status "Draft".

If generation cannot be completed, Tomorro will display the list of errors and the corresponding rows with the error source.


Manage errors

If some rows cannot be generated:

  • Tomorro displays the list of errors

  • the affected rows are identified with the error source

After correction, simply re-import the file.


Go further

Once the contracts are generated, you can modify, send for signature, move, download or delete them in bulk.

👉 See the article Manage contracts in bulk

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