BoldSign is an e-signature platform that enables users to send documents out for legally binding signatures. Boasting users in over 120 countries by more than 50,000 customers, BoldSign offers a solution that works for companies of any size—from startups to global enterprises. The platform offers a range of features, including bulk send options, localization settings for time zones and automatic translation, and an API to integrate BoldSign e-signature functionality into an organization's internal apps. It supports a variety of industries, like real estate, banking, insurance, and health care.
BoldSign allows businesses to track progress and follow up with signers through both automatic and manual reminders. Users can manage complex sequences by setting a signing order—whether sequential or parallel—to control the document workflow from start to finish. Documents and alerts can be sent via email, SMS, or WhatsApp, reducing friction by providing user-friendly ways to reach customers where they are. Signatures for contracts, agreements, and onboarding documents are at customers’ fingertips with mobile-forward signing methods.
Users can integrate BoldSign with other tools, such as HubSpot, Power Automate, Xero, and various Zapier integrations. Through these, users can save and store signed documents to cloud storage services like OneDrive, Google Drive, and Dropbox. Plus, share signing links instantly via WhatsApp and enjoy e-signature features in Microsoft 365.
In BoldSign, frequently used contracts can be saved as custom-branded, ready-to-send templates to save time and stay consistent. Create a template library to share the most commonly used forms and agreements with teammates and collaborate on building consistently formatted documents to reduce errors. BoldSign communications can be white labeled by adding custom logos, applying brand colors to text and UI elements, and even sending contracts via a customized email domain name. Branding e-signature communications reassures customers that they’re signing documents that are authentic, building trust and encouraging faster responses.
For security, BoldSign offers signer authentication methods like access codes, email or SMS OTP, and ID verification. Set user roles on the back end, from high-level admin to team member, for secure access control. If needed, document access can be revoked from specific users to prevent security risks. BoldSign meets global standards like SOC 2® Type 2, GDPR, HIPAA, and PCI DSS. Plus, each signature is legally compliant with the E-Sign Act, eIDAS, and other global laws. Activity logs are kept for each document, letting users keep track of every interaction and providing audit trails for regulatory compliance purposes.
BoldSign also provides an API for embedding e-signature workflows into user-made applications. Users can monitor usage via an API dashboard that provides real-time metrics and detailed reports like activity logs. BoldSign provides SDKs to allow developers to integrate e-signature features into applications made in Node.js, PHP, .NET MAUI, and Python.
BoldSign offers different pricing tiers for different needs. The free Essential plan is for individuals and micro-businesses, offering a set of features at no cost. Growth and Business plans are packaged for for small businesses, allowing for additional envelopes and add-ons like QES and bulk sending. For businesses with many envelope users, the Premium plan offers unlimited users. The Enterprise API plan includes an array of features like embedded signing and unlimited templates, making it an option suited to businesses developing their own apps.
