The BoldSign mobile app is now available. Visitthis link for more details and give it a try!

The BoldSign mobile app is now available. Visitthis link for more details and give it a try!

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Features

Explore the BoldSign features that make eSigning easier.

Speed Up Your Document Signing Workflow

Get your documents signed online with legally binding eSignatures. Send signature requests and track their progress with our easy-to-use app or embed the entire workflow into your own app using our API.

Esignature features

Explore all BoldSign features

BoldSign supports property acquisition, deal closing, and mortgage processes, striving for seamless and swift agreement closure to expedite your journey.

eSignature Requests

Easily send eSignature requests and configure their behavior to speed up signing.

Self-sign documents with a legally binding eSignature and easily share them with people.

While sending a signature request to the signers, you can also add yourself as one of the signers and sign the document as a recipient.

Define the order your signers and reviewers can view and e-sign documents with signer routing. For example, you can get eSignatures from multiple people sequentially, in parallel, or both using simple numbering-based ordering.

When many people are involved in a contract, you may want to share a different message with each recipient so that they can better understand the document. You can do this through the private message option in BoldSign.

For business-critical documents, you may want to add further authentication to ensure that the intended parties sign the document. To authenticate your signers in BoldSign, you have two options: • Access code • Email OTP.

BoldSign allows you to upload multiple documents together of any supported types to create a signing request.

With BoldSign, you can configure a frequency and number of automatic reminders to send before sending documents for signature.

In addition to auto-reminders, you can also manually send reminders to sign from the BoldSign web app.

Automatically clean up your old contracts by configuring an expiration date while sending a document. You can also extend the expiration date after a document has been sent.

If your signers don’t want to sign documents online, you can ask them to print and sign the documents using a wet signature, and then upload the scanned document to BoldSign.

If you want a document signed before a company representative or another host, you can do so with the in-person signer option.

You can customize your signers’ experience with your brand logo and theme colors to make pages and emails look more authentic.

BoldSign supports 11 different form fields, including signature, initials, text box, and more, to meet all your contract needs.

BoldSign provided several customization options to modify the appearance of the form fields. The options differ for each form field.

The form fields are automatically detected when a prefilled form is attached to the document. This feature saves time when several form fields have to be attached.

You can define the form fields whether they should be required to filled by the signer or an optional field.

By default, your document signers can delegate their sign responsibility to someone else. However, you can turn this offs while sending the document.

You can recall a sent document to prevent signing or viewing with the revoke option. This is helpful to cancel documents that were sent mistakenly or need a correction.

The signer can decline the document for various reasons. Once the document is declined, all the participants will be notified, and the document can’t be signed further.

With built-in integration for Google Drive, Dropbox, and OneDrive, BoldSign can import files from these sources for creating and sending eSignature requests.

You can upload and use PDF, word, and image files for signature requests.

Both signer and sender interfaces support keyboard shortcuts for actions like cut, copy, paste, and Tab key navigation to help you work efficiently.

Signers can put their signatures on documents via typing, drawing, or image upload for their convenience. However, you also have the option to control which signature method is allowed.

The information about a document, such as its ID, name, sender, receiver, status, time stamps, etc., are recorded in an audit trail document. This can be downloaded after all the signers have signed the document.

When the signing order is enabled, the signers will be notified when it is their turn to sign the document. But in addition, you can also notify them when a signing request is created.

A preview of the document can be seen before sending it for signing to ensure the document’s content and form fields placement.

When signing the document, the signers have the option to save their progress. The signers may return to the document later and continue with the document’s saved progress.

BoldSign offers an option to request attachments from the signers. While sending the document, you can use the attachment form field to ask the signer for an attachment.

You can redirect the signer to a specific URL after the signing activity is over. This feature can be enabled or disabled.

This feature allows signers to insert their saved signature into all the signature fields by default.

Self sign

Self-sign

Self-sign documents with a legally binding eSignature and easily share them with people.

sign-as-recipient

Sign as recipient

While sending a signature request to the signers, you can also add yourself as one of the signers and sign the document as a recipient.

Signer sequential order

Signer routing

Define the order your signers and reviewers can view and e-sign documents with signer routing. For example, you can get eSignatures from multiple people sequentially, in parallel, or both using simple numbering-based ordering.

Private message option

Private messages

When many people are involved in a contract, you may want to share a different message with each recipient so that they can better understand the document. You can do this through the private message option in BoldSign.

Signer authentication

Signer authentication

For business-critical documents, you may want to add further authentication to ensure that the intended parties sign the document. To authenticate your signers in BoldSign, you have two options: • Access code • Email OTP.

upload-multiple-documents

Upload multiple documents

BoldSign allows you to upload multiple documents together of any supported types to create a signing request.

Auto remainder option

Auto-reminder

With BoldSign, you can configure a frequency and number of automatic reminders to send before sending documents for signature.

Manual remainders

Manual reminders

In addition to auto-reminders, you can also manually send reminders to sign from the BoldSign web app.

Document expiration

Document expiration

Automatically clean up your old contracts by configuring an expiration date while sending a document. You can also extend the expiration date after a document has been sent.

Print and sign documents

Print and sign the document

If your signers don’t want to sign documents online, you can ask them to print and sign the documents using a wet signature, and then upload the scanned document to BoldSign.

In-person signer

Host signature session with in-person signers

If you want a document signed before a company representative or another host, you can do so with the in-person signer option.

Branding Option

Branding

You can customize your signers’ experience with your brand logo and theme colors to make pages and emails look more authentic.

Multiple form fields

Multiple form fields

BoldSign supports 11 different form fields, including signature, initials, text box, and more, to meet all your contract needs.

form-fields-appearance-customization

Form fields appearance customization

BoldSign provided several customization options to modify the appearance of the form fields. The options differ for each form field.

automatic-field-detection

Automatic field detection

The form fields are automatically detected when a prefilled form is attached to the document. This feature saves time when several form fields have to be attached.

required-form-fields

Required form fields

You can define the form fields whether they should be required to filled by the signer or an optional field.

Prevent signer

Prevent signers from reassigning documents

By default, your document signers can delegate their sign responsibility to someone else. However, you can turn this offs while sending the document.

Revoke document

Revoke a sent document

You can recall a sent document to prevent signing or viewing with the revoke option. This is helpful to cancel documents that were sent mistakenly or need a correction.

decline-document

Decline document

The signer can decline the document for various reasons. Once the document is declined, all the participants will be notified, and the document can’t be signed further.

Storage integration

Cloud storage integration

With built-in integration for Google Drive, Dropbox, and OneDrive, BoldSign can import files from these sources for creating and sending eSignature requests.

File format types

File-format support

You can upload and use PDF, word, and image files for signature requests.

Keyboard shortcuts

Keyboard shortcuts

Both signer and sender interfaces support keyboard shortcuts for actions like cut, copy, paste, and Tab key navigation to help you work efficiently.

Signature Types

Allowed signature types

Signers can put their signatures on documents via typing, drawing, or image upload for their convenience. However, you also have the option to control which signature method is allowed.

download-audit-trail

Download audit trail

The information about a document, such as its ID, name, sender, receiver, status, time stamps, etc., are recorded in an audit trail document. This can be downloaded after all the signers have signed the document.

alert-signers-in-advance

Alert signers in advance

When the signing order is enabled, the signers will be notified when it is their turn to sign the document. But in addition, you can also notify them when a signing request is created.

preview-document.

Preview document

A preview of the document can be seen before sending it for signing to ensure the document’s content and form fields placement.

save-document-signing-progress

Save document signing progress

When signing the document, the signers have the option to save their progress. The signers may return to the document later and continue with the document's saved progress.

request-signer-attachments

Request signer attachments

BoldSign offers an option to request attachments from the signers. While sending the document, you can use the attachment form field to ask the signer for an attachment.

signer-redirection-on-completion

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

Sign everywhere

This feature allows signers to insert their saved signature into all the signature fields by default.

Document Management

Categorize and track documents sent and received by you and your team members. Learn More

Self-sign your documents with a legally binding eSignature and easily share them with people.

Categorize your documents through custom labels. You can also use labels to filter or search your documents.

Define the order for your signers and reviewers to view and e-sign documents with signer routing. For example, you can get eSignatures from multiple people sequentially, in parallel, or both using simple numbering-based ordering.

You can filter or search documents based on sent by, sent date range, recipients, and other fields through the advanced filter option.

Pin your advanced filters on your home page to quickly find the documents you need.

You will be notified about the actions performed on the document. The notifications can be managed by using the options like Mark all as read, Clear all, Delete, etc.

You can turn email notifications for specific document events on or off.

To quickly send a similar document for signature, you can clone a previously sent document and send it to someone else with updates as needed.

The dashboard consists of all the document status information organized into categories for simple access. There are also other sections like monthly and total document count and the status of the pinned documents.

In BoldSign, you can store documents unlimitedly, and you can access them whenever you want.

On performing an action on the document, the document’s history, such as the IP addresses, user activity, action, date and time, will be logged.

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.

BoldSign allows you to combine the signed document and audit trail document together and download it as a single document.

BoldSign allows you to change the default values of the document configuration options. The documents created after these changes will have the updated default values.

If the user exists while creating the signing request, then the current progress will be saved in the drafts folder for later use.

If a document is deleted, it will be moved to the trash folder. If it is needed further, it can be restored. Else it will be deleted permanently after certain days.

Review Team documents

Team document view

Team and account admins can track and manage their team members’ documents through a dedicated view.

Add/Remove label

Add/remove label to group documents

Categorize your documents through custom labels. You can also use labels to filter or search your documents.

Document status using filter

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 filter

Advanced filters

You can filter or search documents based on sent by, sent date range, recipients, and other fields through the advanced filter option.

Pin filter

Pin filters

Pin your advanced filters on your home page to quickly find the documents you need.

in-app-notifications

In-app notifications

You will be notified about the actions performed on the document. The notifications can be managed by using the options like Mark all as read, Clear all, Delete, etc.

Email notification

Customizable email notification settings

You can turn email notifications for specific document events on or off.

Clone option

Clone a sent document

To quickly send a similar document for signature, you can clone a previously sent document and send it to someone else with updates as needed.

document-status-dashboard

Document status dashboard

The dashboard consists of all the document status information organized into categories for simple access. There are also other sections like monthly and total document count and the status of the pinned documents.

unlimited-storage.

Unlimited storage

In BoldSign, you can store documents unlimitedly, and you can access them whenever you want.

document-history

Document history

On performing an action on the document, the document’s history, such as the IP addresses, user activity, action, date and time, will be logged.

hide-document-id

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-and-audit-trail-documents

Combine signed and audit trail documents

BoldSign allows you to combine the signed document and audit trail document together and download it as a single document.

default-document-settings

Default document settings

BoldSign allows you to change the default values of the document configuration options. The documents created after these changes will have the updated default values.

drafts

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

Trash

If a document is deleted, it will be moved to the trash folder. If it is needed further, it can be restored. Else it will be deleted permanently after certain days.

Templates

Turn your frequently used contracts into templates to save time on uploading files and configuring fields. Learn More

Create and share templates with your team.

You can clone an existing template rather than create it from scratch. Copying and reusing the template helps in creating more similar templates quickly.

Configure default settings such as brand, expiration date, and reassignment for templates.

Impose and configure authentication for signers from templates to disallow any modification while using the template.

Impose restrictions such as disallowing new signers, editing existing ones, and changing a document’s title and description.

BoldSign allows for the creation of unlimited templates. These templates are beneficial when sending the same documents to multiple signers.

The merging template option is helpful when you wish to combine the information from two or more templates together.

Share

Share

Create and share templates with your team.

Clone templates

Clone templates

You can clone an existing template rather than create it from scratch. Copying and reusing the template helps in creating more similar templates quickly.

Configure document settings

Configure document settings

Configure default settings such as brand, expiration date, and reassignment for templates.

Impose authentication

Impose authentication

Impose and configure authentication for signers from templates to disallow any modification while using the template.

Impose restrictions while using the template

Impose restrictions while using the template

Impose restrictions such as disallowing new signers, editing existing ones, and changing a document’s title and description.

Unlimited templates

Unlimited templates

BoldSign allows for the creation of unlimited templates. These templates are beneficial when sending the same documents to multiple signers.

Merging multiple templates

Merging multiple templates

The merging template option is helpful when you wish to combine the information from two or more templates together.

Contact Management

Easily send eSignature requests and configure their behavior to speed up signing.

Learn More

Every time you send documents to new signers, they will be added to your contacts automatically to save time.

You can quickly upload your contacts to BoldSign with just a CSV file.

All contacts in the system will be shown on the document creation page when you type your signer/recipient email addresses to avoid mistakes. You can select from the list displayed.

You can create contact groups to send a contract to a group instead of each person individually.

Add new signers

Auto-add signers to contacts

Every time you send documents to new signers, they will be added to your contacts automatically to save time.

Bulk Import option

Bulk import contacts

You can quickly upload your contacts to BoldSign with just a CSV file.

Auto completion

Autocompletion

All contacts in the system will be shown on the document creation page when you type your signer/recipient email addresses to avoid mistakes. You can select from the list displayed.

Create group contact

Contact groups

You can create contact groups to send a contract to a group instead of each person individually.

Bulk Send

Efficiently send multiple documents in one go. Our bulk sending feature simplifies mass document distribution for faster processing.

When utilizing the bulk send feature, you can prefill various values in the form fields of your documents. Whether you choose to prefill or not is entirely up to you, as each field can be customized individually.

Effortlessly monitor the status of all documents sent via the bulk send feature with real-time updates. Stay informed at every stage of the document journey for easy management and tracking.

Add tags to documents during bulk sending for streamlined organization and retrieval. Tags provide a convenient way to categorize and search for documents, ensuring efficient document management.

Send automatic reminders for pending documents awaiting signature. Once the recipient signs the document, they will no longer receive reminders. You can also send reminders manually.

In case of a mistake or update, you can quickly retract documents that are pending signature. This feature lets you maintain control and flexibility throughout the document workflow.

Easily export responder data to an Excel file for seamless sharing and tracking purposes. Simplify data analysis and reporting by exporting data in a universally compatible format.

Define recipient languages while sending documents in bulk, ensuring effective communication and comprehension across diverse audiences.

Include CC recipients for broader communication and collaboration purposes.
Prefill Values

Prefill Values

When utilizing the bulk send feature, you can prefill various values in the form fields of your documents. Whether you choose to prefill or not is entirely up to you, as each field can be customized individually.

Document Tracking and Management

Document Tracking and Management

Effortlessly monitor the status of all documents sent via the bulk send feature with real-time updates. Stay informed at every stage of the document journey for easy management and tracking.

Tags

Tags

Add tags to documents during bulk sending for streamlined organization and retrieval. Tags provide a convenient way to categorize and search for documents, ensuring efficient document management.

Reminders for Pending Documents

Reminders for Pending Documents

Send automatic reminders for pending documents awaiting signature. Once the recipient signs the document, they will no longer receive reminders. You can also send reminders manually.

Revoke Pending Documents

Revoke Pending Documents

In case of a mistake or update, you can quickly retract documents that are pending signature. This feature lets you maintain control and flexibility throughout the document workflow.

Export to Excel

Export to Excel

Easily export responder data to an Excel file for seamless sharing and tracking purposes. Simplify data analysis and reporting by exporting data in a universally compatible format.

Language

Language

Define recipient languages while sending documents in bulk, ensuring effective communication and comprehension across diverse audiences.

CC

CC

Include CC recipients for broader communication and collaboration purposes.

User Management

Precisely control your users’ access and activities no matter your team size.

With user pages, you can invite, delete, activate, and deactivate users based on your requirements.

Group your users as teams to manage their access and permissions.

BoldSign offers three built-in roles to facilitate access management.

You can add custom permissions to users to fine-tune the access levels in your organization.

While deleting users from the system, you can transfer their documents to someone else.

Connect to your organization’s OAuth2 or OpenID Connect servers to provide single sign-on for your users.

There is no limit to the number of teams in BoldSign. You can create as many teams as you want.

You can manage your default signature and initials in your profile. It will be further applied while signing the document.

Manage user invite, delete, activate, and deactivate

Invite, delete, activate, and deactivate users

With user pages, you can invite, delete, activate, and deactivate users based on your requirements.

Manage Team users

Create and manage teams

Group your users as teams to manage their access and permissions.

Roles

Roles: account admin, team admin, member

BoldSign offers three built-in roles to facilitate access management.

Custom permission

Custom permissions

You can add custom permissions to users to fine-tune the access levels in your organization.

Transfer documents

Transfer documents

While deleting users from the system, you can transfer their documents to someone else.

Single sign-on

Single sign-on

Connect to your organization’s OAuth2 or OpenID Connect servers to provide single sign-on for your users.

unlimited-teams

Unlimited teams

There is no limit to the number of teams in BoldSign. You can create as many teams as you want.

default-signature-and-initials

Default signature and initials

You can manage your default signature and initials in your profile. It will be further applied while signing the document.

Branding

Set your logo and brand color to make your signers’ experience feel authentic. Learn More

You can create and manage multiple brands from a single account. This is helpful for organizations with several brands and API-based multitenant apps.

Dynamically select the brand for each document before sending it. Also, you can set a default brand to make sending documents easier.

Customize the logos, background colors, and button colors that are shown to your signers in document pages and emails.

Your branding customization can be previewed to ensure the appearance of signer pages and emails.

Configure the email domain and sender name for all emails sent from BoldSign.

Add and show custom legal terms for your signers based on your organization’s needs.

When branding is added to the document, it will automatically reflect in the audit trail document as well.

The authenticity of your website will be enhanced if you add a custom domain name to your application. Create your own ID, get it verified, and then use that ID to send all transaction emails.

You can choose whether the signed document is delivered to the signers as an attachment or should be a link to view and download the document.

Multiple brands options

Multiple brands

You can create and manage multiple brands from a single account. This is helpful for organizations with several brands and API-based multitenant apps.

Dynamic selection

Dynamic selection

Dynamically select the brand for each document before sending it. Also, you can set a default brand to make sending documents easier.

Logo and colors

Logo and colors

Customize the logos, background colors, and button colors that are shown to your signers in document pages and emails.

brand-customization

Brand customization preview

Your branding customization can be previewed to ensure the appearance of signer pages and emails.

Email customization

Email customization

Configure the email domain and sender name for all emails sent from BoldSign.

Custom legal terms

Custom legal teams

Add and show custom legal terms for your signers based on your organization’s needs.

audit-trail-with-your-branding

Audit trail with your branding

When branding is added to the document, it will automatically reflect in the audit trail document as well.

custom-sending-domain

Custom sending domain

The authenticity of your website will be enhanced if you add a custom domain name to your application. Create your own ID, get it verified, and then use that ID to send all transaction emails.

signed-document-delivery-type

Signed document delivery type

You can choose whether the signed document is delivered to the signers as an attachment or should be a link to view and download the document.

Localization

Localize your signers’ experience with their native language and time settings.

Configure the default time zone for the organization and your profile.

Render document signing pages and emails for signers in the language they are comfortable with. Currently, the supported languages are English, French, German, and Spanish.

Configure default date and time display formats for the organization and your profile.

Time Zone

Time zone

Configure the default time zone for the organization and your profile.

Translation option

Translation

Render document signing pages and emails for signers in the language they are comfortable with. Currently, the supported languages are English, French, German, and Spanish.

Date and Time format

Date-time formats

Configure default date and time display formats for the organization and your profile.

Integrations

Seamlessly connect your apps with BoldSign integrations. Effortlessly manage eSignatures for a smoother, paperless workflow. Learn More

Connect BoldSign with your favorite apps via Zapier for seamless eSignature workflows. Zapier enables automated workflows between apps without the need for coding.

Import Xero contacts to BoldSign for automatic identification of recipients when sending documents. It simplifies the recipient selection by automatically suggesting contacts from Xero.

Store signed documents and audit logs in your Google Drive. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.

Store signed documents and audit logs in your OneDrive. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.

Store signed documents and audit logs in your Dropbox. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.

Zapier

Zapier

Connect BoldSign with your favorite apps via Zapier for seamless eSignature workflows. Zapier enables automated workflows between apps without the need for coding.

Xero

Xero

Import Xero contacts to BoldSign for automatic identification of recipients when sending documents. It simplifies the recipient selection by automatically suggesting contacts from Xero.

Google Drive

Google Drive

Store signed documents and audit logs in your Google Drive. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.

OneDrive

OneDrive

Store signed documents and audit logs in your OneDrive. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.

Dropbox

Dropbox

Store signed documents and audit logs in your Dropbox. Once connected, sharing becomes instant and automatic, enhancing collaboration and document management.