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6 Ways to Improve Your Branding Experience in eSignature Workflows banner Image

6 Ways to Improve Your Branding Experience in eSignature Workflows

In today’s digital world, establishing a strong brand identity is crucial for businesses looking to make a lasting impression. With BoldSign, you have the ability to elevate your brand’s identity and enhance your customers’ eSignature experience. Imagine the impact of sending a signature request that truly represents your brand, showing professionalism, and making a strong impression on the recipients.

By seamlessly incorporating your organization’s branding elements, such as your logo and color scheme, into BoldSign, you can create a cohesive eSignature experience that not only grabs attention and builds trust but also reinforces your brand’s identity. This blog post will delve into the six branding features of BoldSign, providing you with valuable insights to improve the impact of your brand in the entire eSignature process.

#1 Configure a custom email domain

Elevate your brand identity and professionalism in outgoing emails by customizing your email domain. Setting up a subdomain and customizing the senders’ names ensures that all email communications are clearly associated with your organization, allaying suspicion of fraud among recipients.

To configure a custom domain in the BoldSign application, from the Settings menu, navigate to the Business Profile. You will find the Custom Domain Settings. Refer to the following screenshot.

Create a Custom email Domain
Configuring a custom domain
Check out this article for detailed, step-by-step instructions on setting up a custom domain: Configure custom email domains in BoldSign.

#2 Create a custom brand

By creating a custom brand in BoldSign, you can align the appearance of your emails and signer pages with your company’s brand identity. You can customize the following elements while creating a brand:

  • Logo
  • Email display name
  • Email background color
  • Primary button color
  • Primary button text color

These customizations will be applied to the signature request emails and the signer pages. To create a custom brand, navigate to the Branding page from the Settings menu.

Creating a new brand
Creating a new brand

The below screenshots showcase your brand customization applied on the signature request emails and signer pages.

Branding applied to the signature request email
Branding applied to the signature request email
Branding applied on the signer page
Branding applied on the signer page
Discover more about branding from this article: Custom branding.

#3 Hide BoldSign branding in emails

The BoldSign logo is typically displayed at the bottom of all emails sent from BoldSign, signifying that the email was sent using BoldSign. However, when you create a custom brand, you have the option to hide this logo. This ensures a seamless and exclusive brand experience for your recipients, aligning with your organization’s identity. You can find this option at the bottom of the Create New Brand page. Refer to the following screenshot.

Hide BoldSign Branding Option
Hide BoldSign branding option
Explore this article for more details on how to hide BoldSign branding: Hide BoldSign branding in emails.

#4 Add custom legal terms

Before signing a document, the signer must agree to the electronic disclosure terms and conditions. Additionally, with BoldSign, you have the option to include your own custom legal terms. You can specify your company’s legal terms and conditions in this. By enabling this feature, the signers will be required to agree to these specific terms as well before completing the document signing process.

To enable this feature, navigate to the Branding page and go to the Advanced tab. Within this section, you’ll find the option Custom Legal Terms. Once enabled, you can specify the title and description for your custom legal terms. Refer to the following screenshot.

Enable Custom Legal Terms
Adding custom legal terms

After configuring your custom legal terms, they will be automatically displayed on the signing page, ensuring that signers acknowledge and accept these terms before proceeding with the signature process.

Terms to agree before signing

Upon clicking on the custom legal terms, the added description will be displayed, as illustrated in the screenshot below.

Cubeflakes custom legal terms
Cubeflakes custom legal terms
For more detailed understanding of how to set up custom legal terms, refer to this documentation: Custom legal terms.

#5 Add redirect URL

With the branding redirect URL feature, BoldSign empowers you to redirect signers to a specific webpage once they have completed the signing process. This functionality allows you to guide signers to a landing page or any desired destination that aligns with your business objectives, enhancing engagement and conversions.

To enable this feature, simply navigate to the Branding page in BoldSign and go to the Advanced tab. Within that, you’ll find the option to Redirect to URL on document completion. Once enabled, you can specify the webpage or URL you want signers to be directed to after they complete the signing process. The following screenshot provides a reference for locating this option.

Adding Redirect URL
Adding redirect URL
For more details on how to configure the redirect URL, please refer to this documentation: Redirect URL after signing.

#6 Hide BoldSign account creation

BoldSign understands that some businesses prefer to streamline the signing process without prompting signers to create an account. With BoldSign’s customization options, you can hide the account creation option after the document has been signed. This ensures a seamless signing experience for your users and removes any unnecessary steps that may disrupt the flow.

To enable this option, navigate to the Business Profile page. Under the Settings tab, you will find the option Allow recipients to create a free BoldSign account after signing. Refer to the following screenshot.

Hide BoldSign Account Creation Option
Hide BoldSign account creation option

For more details on how to hide the account creation option, refer to this documentation: Hide BoldSign account creation.

Conclusion

Thank you for reading! We hope this blog has provided you with valuable tips to improve your branding and create a fully branded and immersive eSignature experience for your customers. If you are not yet a subscriber, take advantage of our 30-day free trial and explore the branding functionalities in BoldSign.

Please be aware that it is not possible to completely hide out the presence of BoldSign in places like the audit trail and digitally signed documents, as we are part of the certifying authority in legal terms. Our ultimate goal is to enhance the branding awareness for your signers, making it easy for them to know where it comes from.

For more details, we offer a comprehensive collection of knowledge base articles on branding. Feel free to leave your comments in the section below, and if you have any further questions, you can reach us through our support portal or request a demo on our website.
Senthil Kumar M

Senthil Kumar M

Senthil Kumar M, who works for Syncfusion as a Product Manager. He has been actively involved in web development since 2012 and has a passion for both front-end and back-end technologies.

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Senthil Kumar M

Senthil Kumar M

Senthil Kumar M, who works for Syncfusion as a Product Manager. He has been actively involved in web development since 2012 and has a passion for both front-end and back-end technologies.

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