docuseal googlesheet public bulk send

appscript.gs

function onOpen() {
  var ui = SpreadsheetApp.getUi();
  ui.createMenu('Submissions')
    .addItem('Process Scholarships', 'processScholarshipsMenu')
    .addToUi();
}

function processScholarshipsMenu() {
  processSubmissions('scholarships');
}

function processSubmissions(type) {
  var ui = SpreadsheetApp.getUi();
  var response = ui.alert(`Proceed with processing ${type}?`, ui.ButtonSet.YES_NO);

  if (response != ui.Button.YES) {
    ui.alert('Processing canceled.');
    return;
  }

  var result;
  if (type === 'scholarships') {
    result = sendScholarships();
  } else {
    ui.alert('Invalid type specified.');
    return;
  }

  // Reporting
  if (result.errors.length > 0) {
    var errorMessage = "Errors occurred:\n" + result.errors.join("\n");
    Logger.log(errorMessage);
    ui.alert(errorMessage);
  }

  if (result.successes.length > 0) {
    var successMessage = "Successes:\n" + result.successes.join("\n");
    Logger.log(successMessage);
    ui.alert(successMessage);
  } else {
    ui.alert('No successful submissions.');
  }
}

function sendSubmissionRequest(submissionData, rowIndex, updateColumnIndex) {
  var apiUrl = '{{YOUR-DOCUSEAL-URL}}';
  var authToken = '{{YOUR-API-URL}}';

  var options = {
    'method': 'post',
    'contentType': 'application/json',
    'headers': {
      'X-Auth-Token': authToken
    },
    'payload': JSON.stringify(submissionData)
  };

  try {
    var response = UrlFetchApp.fetch(apiUrl, options);
    var jsonResponse = JSON.parse(response.getContentText());
    // for debugging:
    //Logger.log(options)
    //var jsonResponse = [{ submission_id: 3 }]
    var submissionId = jsonResponse[0].submission_id
    if (jsonResponse && jsonResponse.length > 0) {
      var submissionUrl = apiUrl + '/submissions/' + submissionId;
      var sheet = SpreadsheetApp.getActiveSpreadsheet().getActiveSheet();
      sheet.getRange(rowIndex + 1, updateColumnIndex).setValue(submissionUrl);
      return { success: true, submissionId: submissionId };
    } 
  } catch (error) {
    Logger.log('Error sending request for row ' + rowIndex + ': ' + error.toString());
    return { success: false, error: error.toString(), rowIndex: rowIndex };
  }
  return { success: false, error: error.toString(), rowIndex: rowIndex };
}

function sendScholarships() {
  var sheet = SpreadsheetApp.getActiveSpreadsheet().getSheetByName("Scholarship");
  var range = sheet.getDataRange();
  var values = range.getValues();
  var errors = []; // To store error messages
  var successes = []


  var emailPattern = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;

  for (var i = 1; i < values.length; i++) {
    var row = values[i];
    // row: 0 is holder::email, 1 is holder::amount, 2 is provider::email, 3 is 'can send', 4 is "request sent"
    var amount = Number(row[1]);
    Logger.log("Processing row %s: %s, %s, %s", i, row[0], amount, row[2]);
    // if empty, then just skip the row
    if (row[0] === "" || row[3] === false) {
      Logger.log("Row is empty or 'can send' is not checked")
      continue;
    }
    // Validate row before sending, that the amount is number, can send is true, email is email, and the submission hasn't been sent yet
    if (row[3] === true && Number.isInteger(amount) && amount > 0
      && emailPattern.test(row[0]) && emailPattern.test(row[2])
      && row[4] === "") {
      // this is where you need to tailor the payload to your template. You need to change the template_id (in the URL
      // of the template page in DocuSeal), the roles and the fields. You have to make sure it matches to the
      // rows in the source spreadsheet. It currently relies on the order, so things will break unless you adjust
      var postData = {
        "template_id": 2,
        "submitters": [
          {
            "role": "holder",
            "email": row[0], // holder::email
            "values": { "amount": amount },
            "fields": [{ "name": "amount", "readonly": true }],
          },
          {
            "role": "provider",
            "email": row[2] // provider::email
          }
        ]
      };

      // Use the abstracted function to send the request
      var result = sendSubmissionRequest(postData, i, 5);
      if (!result.success) {
        errors.push(`Row ${i}: ${result.error}`);
      } else {
        successes.push(`Row ${i}: Submission successful with ID ${result.submissionId}`);
      }
    } else {
      Logger.log('Row ' + (i + 1) + ' skipped due to validation failure or it has already been processed.');
    }
  }
  return { errors, successes };
}

input.csv

Cross posting from here:

One thing we were missing when migrating from the outrageously expensive DocuSign was an ability to produce multiple submissions with some customized fields per the submission. Think about sending a contract to 10 different people, each of them having different rate. I created a simple Google App Script that you can attach to your Google Spreadsheet, it adds a button to the Google Spreadsheets UI top menu bar, and when you click it, it will read the data from the sheet's rows and prefill the corresponding fields to the given template and create the submissions. You have to tweak this to your specific case (at least the template ID, number of columns, ...).
The script and an example of CSV which this works with (when imported to Google Spreadsheets) is on this gist.
Enjoy!