ALL FEATURES
Everything You Need to Close Deals Faster
From instant approvals to enterprise-grade security, BoldSign accelerates your agreement process and helps you close deals securely and efficiently.
E-Signature Requests
Easily send eSignature requests and configure their behavior to speed up signing.
Self-sign
Sign documents using a legally binding eSignature and share them quickly for secure agreements with ease.
Sign as recipient
Sign as a recipient to complete agreements seamlessly. Collaborate with others for fast, secure document finalization.
Signer routing
Set signing order (sequential/parallel) to control document workflow. Collect signatures in your exact required sequence.
Private messages
Send private instructions to each signer to keep sensitive info confidential and ensure secure communication in multi-party deals.
Signer authentication
Secure your eSignature with access codes, Email or SMS OTP, or ID verification for trustworthy signing every time.
Upload multiple documents
BoldSign allows you to upload multiple documents together of any supported types to create a signing request.
Automatic reminders
Automate eSignature reminders for pending signatures, ensuring timely completion of documents and avoiding delays in your workflow.
Manual reminders
Send manual eSignature reminders to signers for prompt document signing, ensuring no delays with easy options.
Document expiration
Set eSignature document expiration to auto-clean old contracts or extend dates easily for better control.
Print and sign the document
Print and sign documents offline for users who still need offline signatures, then upload to BoldSign easily.
Host in-person signing sessions
If you want a document signed in person before a company representative or host, use the
in-person signer option.
Branding
Customize the signing experience with your brand logo and theme colors for a more authentic and professional look.
Multiple form fields
BoldSign supports various form fields, including signature, initials, text box, and more, to meet all your contract needs.
Customize form field appearance
BoldSign allows you to customize the appearance of form fields for a tailored and user-friendly signing experience.
Automatic field detection
Automatic field detection finds form fields in prefilled forms, making setup quicker and more efficient for users.
Required form fields
You can define the form fields to specify whether they should be required to be filled by the signer or an optional field.
Prevent Document Reassignment
Prevent reassignment to ensure eSignature requests are completed by the intended signer and you stay in control.
Revoke documents
Revoke eSignature documents anytime to stop signing. Update as needed and stay in control of your important documents.
Decline document
Allow signers to decline documents easily, receiving instant notifications for better oversight of every request.
Cloud storage integration
Import eSignature documents seamlessly from Google Drive, Dropbox, or OneDrive for smooth cloud integration.
File-format support
Upload PDFs, Word, Excel, or image files easily for flexible eSignature support across multiple file types.
Keyboard shortcuts
Use handy keyboard shortcuts to speed up the signing and sending process, saving time with cut, copy, paste, and Tab.
Allowed signature types
Support typed, drawn, or uploaded eSignatures, giving admins the control to manage and streamline signature types.
Download audit trail
Get a complete record of document details (ID, participants, timestamps) after all signers complete signing
Alert signers in advance
Notify signers both when their turn comes (in sequences) - keeping everyone informed at every stage.
Preview document
Review doc layout and field placements before sending to prevent errors, ensuring a professional presentation.
Save signing progress
Save your eSignature progress and resume later, giving signers the flexibility they need to complete documents.
Request attachments
Request attachments from signers during the eSignature process to collect files quickly and keep things efficient.
Signer redirection on completion
You can redirect the signer to a specific URL after the signing activity is over. This feature can be enabled or disabled.
Sign everywhere
This feature lets signers insert their saved signature into all required signature fields automatically, saving time and effort.
Replicate form fields
Users can easily ensure consistency by copying form fields across every page of the document. Learn more
Generate signing links
Senders can quickly and easily generate a signing link for documents and share it via any messaging app. Learn more
Scheduled send
Schedule docs to be sent later, allowing senders to choose the best time for eSignature requests. Learn more
Document Management
Categorize and track documents sent and received by you and your team members.
Team document view
Team and account admins can track and manage their team members’ documents through a dedicated view.
Organize Documents with Labels
Categorize your documents through custom labels. You can also use labels to filter or search your documents.
Status-based quick filters
The all-documents view has an option to filter documents based on their status through a dedicated quick filter bar.
Advanced filters
Use advanced filters to quickly find eSignature documents. Sort by sender, date, or recipient for easier access.
Pin filters
Pin eSignature filters on your homepage for fast and convenient document retrieval, making access to important files easier.
In-app notifications
Get real-time updates on document actions with customizable notification management (mark read/clear/delete).
Email notification control
Customize eSignature email alerts for specific events, giving users enhanced control and better management options.
Clone documents
Easily duplicate documents to create and send agreements with updated details. Save time and ensure consistency in your workflow.
Document dashboard
Track all documents via categorized status views, including monthly counts and pinned items.
Unlimited storage
In BoldSign, you can securely store documents unlimitedly, and easily access them whenever you want.
Document history
Full audit trail with complete visibility—tracks IP addresses, user actions, timestamps, and all document activity in one place.
Hide document ID
The document’s ID will be shown in the document by default. But it can be hidden if you wish to hide it for various reasons.
Combine Signed & Audit Files
Download both signed and audit trail documents together as one file easily using BoldSign’s combine feature.
Default settings
Set eSignature defaults organization-wide for consistent and efficient handling of all documents across teams.
Drafts
If the user exists while creating the signing request, then the current progress will be saved in the drafts folder for later use.
Trash management
Store deleted eSignature documents safely in the trash for 30 days, allowing them to be easily restored when needed.
Auto deletion
Automatically remove completed or expired documents after a set time to keep your BoldSign workspace clean and organized.
Edit sent documents
Edit eSignature recipients or fields after sending, providing flexibility in document management and updates.
Email notifications
Admins can manage eSignature email alerts for signers and CCs, ensuring notifications are relevant and timely.
Download options
Download eSignature PDFs individually, merged, or zipped, offering flexible options for efficient record-keeping.
Activity tracking
Export eSignature activity logs to CSV for compliance, auditing, and detailed analysis of document interactions.
Templates
Turn your frequently used contracts into templates to save time on uploading files and configuring fields. Learn more about this feature
Share
Share eSignature templates with your team, facilitating collaborative document creation and streamlining workflows.
Clone templates
Clone eSignature templates quickly to create similar documents, enhancing efficiency in your document preparation process.
Configure document settings
Set default options like brand, expiry date, and reassignment rules for templates to streamline your signing workflow.
Impose authentication
Impose and configure authentication for signers from templates to disallow any modification while using the template.
Restrict Template Changes
Prevent adding signers, editing existing ones, or changing a document's title and description when using a template.
Unlimited templates
Create unlimited eSignature templates for easy and scalable distribution of documents across your organization.
Merging multiple templates
The merging template option is helpful when you wish to combine the information from two or more templates together.
Template tags
Add tags to templates for easy categorization, searching, and filtering improving management. Learn more
Download templates
Use the template download feature to easily save and access the attached files directly from your BoldSign templates.
Export templates
Export one or multiple eSignature templates as JSON files, making it easy to back up or share templates across teams or accounts.
Import templates
Import single or multiple JSON templates to simplify template setup and editing for frequent use.
Sender field access control
Allow or restrict senders from editing or deleting form fields in templates to maintain document structure.
AI-powered field detection
When creating templates, AI automatically detects fields and places them as form fields in your uploaded PDF or Word documents. Learn more
Bulk Links
Create a reusable template-based link to collect signatures from multiple people. Learn more about this feature
HTML embed script generation
Embed eSignature bulk links in webpages for quick, user-friendly collection of signatures from your recipients.
Welcome & Acknowledge message
Show welcome and acknowledgment messages to signers to guide them and help speed up the document signing process.
Limit the number of responses
Set limits on eSignature bulk link responses for controlled and efficient collection of signatures when needed.
Set link expiration
Set eSignature bulk link expiration dates to ensure secure and manageable access control for documents.
View responder details
Access eSignature responder details such as name and status for effective tracking and management purposes.
Control bulk link status
Activate or deactivate eSignature bulk links for flexible and secure access to important documents as needed.
Excel export
Export detailed eSignature responder data to Excel for straightforward reporting and accurate, easy analysis of data.
Edit bulk links
Edit eSignature bulk links to adjust settings, ensuring a tailored signing process for your documents.
Bulk link tracking
Track eSignature bulk link activity across multiple teams for efficient administrative oversight and easy management.
Email validation
Set rules to validate email addresses for bulk sign links, allowing only specified formats to sign. Learn more
Clone bulk links
Clone existing bulk links to create similar requests, simplifying repetitive processes and reducing time spent on manual setup.
Bulk links using templates
Create bulk links from existing templates, reusing predefined files and roles to simplify and speed up the bulk sending process.
Bulk Send
Efficiently send multiple documents in one go. Our bulk sending feature simplifies mass document distribution for faster processing. Learn more about this feature
Prefill values
Prefill eSignature bulk fields or leave them completely blank for adaptable and flexible document setup as required.
Bulk send management
Manage eSignature bulk sends with real-time tracking and timely status updates for better oversight.
Document tagging
Tag eSignature bulk sends for searchable and easy organization of documents within your system.
Reminders for pending documents
Send automatic reminders for pending eSign documents and stop them once signed to keep the signing process smooth and timely.
Revoke pending documents
Quickly revoke eSignature pending documents for necessary updates, ensuring control and flexibility.
Export to excel
Export signer response data to Excel format for easy sharing, tracking, and analysis of your eSignature activity.
Multi-language support
Send eSignature documents in the recipient’s preferred language for inclusive and versatile signing options.
CC
Add CC recipients to eSignature documents for improved communication and enhanced collaboration.
Track team bulk sends
Monitor your team’s bulk eSignature sends to manage document distribution efficiently and keep workflows on track.
Identity Verification
Add a layer of protection by ensuring the authenticity of signers before they are allowed to sign the document. Learn more about this feature
ID verification
Verify eSignature signers using government ID checks for improved security and trust in document signing.
Biometric verification
Utilize eSignature biometric selfies to securely confirm signer identity during the signing process.
Secure access
Unlock eSignature documents only after identity verification to ensure top-notch security for sensitive info.
Template verification
Embed eSignature ID checks within templates to maintain consistent security standards across documents.
Verification frequency
Set re-authentication frequency for eSignature to allow flexible security control based on your needs.
Verification attempts
Specify the maximum number of verification attempts allowed for signers. Surpassing this limit will prevent access to the document.
Match tolerance
Adjust the eSignature ID match tolerance to strict, moderate, or lenient levels for flexible verification checks.
Selective verification
Require ID checks for select signers in multi-party documents to enhance security where needed.
API integration
Integrate eSignature ID verification into applications for enhanced security features without hassle.
User Management
Precisely control your users’ access and activities no matter your team size.
Manage User Accounts
Invite, delete, activate, or deactivate users easily using the user page to fit your organization’s needs.
Create and manage teams
Manage eSignature teams to control user access and permissions easily. Assign roles to team members for better organization.
User roles
Assign eSignature roles (admin, team admin, member) for effective, secure, and streamlined access control.
Custom permissions
Add custom permissions to users to precisely control access levels and enhance security in your organization.
Transfer documents
When deleting users, transfer their documents to another person to keep your files safe and accessible.
Single sign-on
Connect to your organization’s OAuth2 or OpenID. Connect servers to provide single sign-on for your users.
Unlimited teams
There is no limit to the number of teams in BoldSign. You can create as many teams as you want.
Set Default Signature
Set your default eSignature and initials in your profile for faster and easier document signing every time.
Edit and lock user profiles
Modify user profile details and optionally prevent users from editing their own profiles to maintain administrative control.
Manage contacts
Add, edit, or delete contacts easily. Signers are auto-saved for quicker access with autocomplete, simplifying future document preparation.
Branding
Set your logo and brand color to make your signers’ experience feel authentic. Learn more about this feature
Multiple brands
Manage multiple eSignature brands within one account to cater to various branding needs effectively.
Dynamic selection
Dynamically select eSignature brands per document or set defaults for streamlined and easy sending.
Logo and colors
Customize logos and colors for eSignature documents and emails to match your branding style.
Brand customization preview
Your branding customization can be previewed to ensure the appearance of signer pages and emails.
Email customization
Set your email domain and sender name for all BoldSign emails to ensure consistent branding and professionalism.
Custom Legal terms
Add and display custom legal terms for signers tailored to your organization’s specific requirements and policies.
Audit trail with your branding
When branding is added to the document, it will automatically reflect in the audit trail document as well.
Custom domains
Utilize your verified domain for all transactional emails to maintain brand identity during communication.
Delivery options
Choose how signed documents are delivered: as email attachments or through secure links for flexibility.
Email content customization
Personalize your emails by customizing subject lines and body content with placeholders based on recipient type. Learn more
Redirect after completion
Admins can redirect signers to a specific URL after document signing, improving user experience and guiding them to relevant next steps.
Custom form fields
Admins can create, share, and manage custom form fields, control user access, and choose whether standard fields are visible or hidden.
Localization
Localize your signers’ experience with their native language and time settings.
Time zone
Set your eSignature time zone for accurate scheduling across your organization and individual profiles.
Translation
Automatically translate eSignature pages and emails into EN, FR, DE, or ES for global accessibility.
Date-time formats
Configure default date and time formats for your organization and personal profile to keep all records consistent.
Integrations
Seamlessly connect your apps with BoldSign integrations. Effortlessly manage eSignatures for a smoother, paperless workflow. Learn more about this feature
Power Automate
Automate eSignature workflows with Power Automate for efficient no-code solutions tailored to your needs. Learn more
Xero
Import Xero contacts into eSignature for easy and automated selection of recipients during document sending. Learn more
Zapier
Connect eSignature to various apps via Zapier for seamless automation without the need for coding. Learn more
OneDrive
Store eSignature documents and logs in OneDrive for instant access and collaborative sharing capabilities. Learn more
Google Drive
Store eSignature documents and logs in Google Drive for easy access and collaborative sharing features. Learn more
Dropbox
Keep eSignature documents and logs in Dropbox for instant sharing and efficient collaborative work. Learn more
Send eSignature requests and alerts via WhatsApp for fast and flexible communication with signers. Learn more
Microsoft 365
Integrate eSignature with Microsoft 365 for secure single sign-on and streamlined user management.
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