TL;DR: The webinar shows how BoldSign’s Salesforce integration lets teams send, track, and store eSigned documents directly within Salesforce without switching tools.
In this session, Gayathri Annamalai, Software Developer at BoldSign, walks through how organizations can eliminate manual document steps by managing the entire eSignature lifecycle inside Salesforce. Instead of exporting data, switching tools, or tracking status manually, teams can send agreements, monitor progress, and store signed documents directly from Salesforce records.
If you missed the live session or would like to watch it again, the recording is embedded on this page and is also available on our YouTube channel.
Webinar recap
The webinar opened with a common challenge many Salesforce teams face today. Contract workflows often involve copying data from Salesforce into documents, sending them through separate eSignature tools, and manually updating status afterward. This back and forth introduces delays, duplicate work, and a lack of visibility.
Gayathri then introduced the BoldSign Salesforce integration and explained how it brings eSignature workflows directly into Salesforce. She demonstrated how admins enable the integration once at the account level and how users work entirely within Salesforce afterward.
The live demo showed how templates and field mapping automatically prefill Salesforce data into documents, ensuring consistency and reducing errors. The session also highlighted how BoldSign Lightning Components can be added to Accounts, Contacts, Leads, and Opportunities, allowing users to send and track documents without navigating away from the record they are working on.
Finally, the webinar covered real-time document tracking and the automatic storage of completed agreements back into Salesforce, keeping Salesforce as the single source of truth.
Highlights
- Enable and configure the BoldSign Salesforce integration with a one time admin setup
- Use templates and field mapping to automatically prefill Salesforce data
- Add BoldSign Lightning Components to Salesforce record pages
- Send documents directly from Salesforce without exporting files
- Track document status in real-time inside Salesforce
- Automatically save signed documents back to Salesforce records
Salesforce document signing with BoldSign [Webinar]
Timestamps
- [00:00] Welcome and introduction
- [00:06] Challenges with manual contract workflows in Salesforce
- [00:40] Impact of disconnected tools and manual processes
- [01:07] Overview of BoldSign Salesforce integration
- [01:54] What will be covered in the session
- [02:23] How teams currently send documents (poll)
- [05:07] Introduction to the live demo
- [05:58] Admin setup: enabling Salesforce integration
- [07:43] Installing BoldSign from Salesforce AppExchange
- [08:10] Connecting BoldSign account to Salesforce
- [09:01] User roles and access control
- [09:25] Inviting users and managing permissions
- [10:09] Assigning permission sets (admin vs user)
- [11:11] Adding BoldSign components to Salesforce pages
- [12:07] Creating templates within Salesforce
- [13:00] Defining recipients and document roles
- [14:24] Field mapping for automatic data prefill
- [15:17] Reusing templates across workflows
- [15:36] Importing existing templates from BoldSign
- [16:26] User flow: sending documents from Salesforce
- [16:54] Prefilled documents and recipient setup
- [17:22] Sending documents without switching tools
- [17:39] Sending one-time documents
- [18:08] Tracking document status in Salesforce
- [18:53] Real-time status updates and visibility
- [19:12] Storing signed documents automatically
- [19:25] Workflow recap
- [20:04] Poll: biggest workflow pain points
- [20:47] Best practices for setup and scaling
- [22:27] Final poll and feedback
- [23:23] Key takeaways and closing remarks
Key takeaways
- Configure the BoldSign Salesforce integration once as an admin
- Eliminate manual data entry with templates and field mapping
- Send and manage eSignatures directly from Salesforce records
- Maintain full visibility into document status without switching tools
- Keep signed documents automatically stored in Salesforce
Q&A
We use salesforce lightning, will this still work.
Yes, our integration fully supports the Salesforce Lightning Experience and works seamlessly within it.
Do you need to be an admin on both boldSign and salesforce? For example our admin login email on boldSign if different to our admin email on salesforce.
Non-admin users in BoldSign require email verification, but admin users can connect even if their BoldSign and Salesforce emails are different.
If we use BoldSign and Salesforce separately, will we still have to pay the $25 user fee to integrate the two programs?
The $25/user fee applies only if you use the integration, if you use them separately, there’s no additional cost.
May I seek clarification on why my BoldSign account settings do not display the “Integration” tab? The settings appear to be limited to “My Profile” only.
It will be visible only to the BoldSign Admin, please check with admin account
We pay for salesforce licences and also the ‘growth yearly’ plan – what would be the cost of upgrading to this.
Salesforce integration isn’t available on the Growth plan in BoldSign, you’ll need to upgrade to Business or Premium, and the pricing will depend on your billing cycle and number of users in your BoldSign account.
We currently use BoldSign and have documents use the signing order feature on BoldSign, this includes Account owners and customers. How would this work/be displayed on Salesforce? Are we required to add the customer signee as a contact on Salesforce?
Signing order from BoldSign is fully supported in Salesforce and is reflected in the same sequence. You can select the signer from salesforce contacts.
Are we able to map any field data that is filled out in a document, back into a Salesforce Account or contact field? For example, if a contact signs a document and fills out key contact information, can we capture that on the contact record? (billing address, billing email, etc?)
Currently we do not have writeback option in salesforce integration, we have roadmap for this, in Q3 2026 we can expect this feature.
Helpful resources
- Learn more about BoldSign for Salesforce
- Explore BoldSign Integrations
- View Salesforce Integration Documentation
- Contact BoldSign Support
- Start a free trial
