Item: BoldSign, by Syncfusion®
Rating: 9
Author: Verified User

Overall Satisfaction with BoldSign, by Syncfusion®

Use Cases and Deployment Scope

We are using BoldSign, by Syncfusion® to streamline the contract signature process with clients. It allows us to personalize and manage the flow of these documents. It is also secure, easy to use and has saved us a tremendous amount of time. One big factor in our choice of BoldSign was their immediate response to our inquiry and their customer support. I asked a question and was able to get a demo within a few days.

Pros and Cons

Pros

Easy to Use
Easy to modify documents
Allows for custom fields

Cons

I wish there was some guidance about the base document and how the spacing will work once you insert the various fields.
The FAQ and help sections need more detailed instructions.

Return on Investment

Reduced cycle time
Faster contract completion

Usability

Pretty easy to use and has all major functionality that other systems have, but at a much lower cost point.

Alternatives Considered

DocuSign

BoldSign is much less expensive than DocuSign with very similar features.

Key Insights

Do you think BoldSign, by Syncfusion® delivers good value for the price?

Yes

Are you happy with BoldSign, by Syncfusion®'s feature set?

Yes

Did BoldSign, by Syncfusion® live up to sales and marketing promises?

Yes

Did implementation of BoldSign, by Syncfusion® go as expected?

Yes

Would you buy BoldSign, by Syncfusion® again?

Yes

Other Software Used

HubSpot CRM, Calendly

Likelihood to Recommend

If you are looking for an inexpensive, simple to use e-Signature tool, BoldSign is it. I tested a number of different products and this one was the best and by far, had the most responsive product and customer support.

Loading documents and creating templates is a real time saver.

Using BoldSign, by Syncfusion®

Users and Roles

2 - Sales and operations

Support Headcount Required

1 - comfortable with technology and our client contract process

Business Processes Supported

Client contracts
Referral partner agreements
Letters of authorization

Innovative Uses

None

Future Planned Uses

Not sure yet

Likelihood to Renew

So far, I am confident that we would renew, but it is still early.

Evaluating BoldSign, by Syncfusion® and Competitors

Products Replaced

Key Differentiators

Ease of Use
Other

Pricing was the most important factor.

Evaluation Lessons Learned

I would not have spent so much time concerned about an e-signature platform integrating into other software or systems.

BoldSign is so easy to access and use that integration is now a non-factor.

BoldSign, by Syncfusion® Implementation

Implementation Rating

Very easy...I was able to start using it immediately.

Implementation Details / Implementation Partner

Implemented in-house

Implementation Phases

Change Management Lessons

Change management was minimal

Implementation Issues

None

BoldSign, by Syncfusion® Training

Training Types Used

No Training

BoldSign, by Syncfusion® Support

Support Rating

Very responsive support.

BoldSign, by Syncfusion® Customer Support Pros and Cons

Pros	Cons
Quick Resolution Good followup Knowledgeable team Problems get solved No escalation required Immediate help available Support cares about my success Quick Initial Response	None

Premium Support

I am not sure if I did or not???

Exceptional Examples of BoldSign, by Syncfusion® Support

I had a demo on a specific feature and it was quickly scheduled and attended by 3 support personnel.

Using BoldSign, by Syncfusion®

Usability Pros and Cons

Pros	Cons
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar	None