Enterprise eSignature software built for security, control and scale
BoldSign is an enterprise eSignature platform whose security controls are checked by an independent auditor, with HIPAA and GDPR compliance. Customers choose whether documents are stored in the United States, European Union, Canada or Australia.
Governance, security and compliance
- Single sign-on
- Custom roles and permissions
- IP restrictions
- Team management
- Automatic document deletion
- Automatic cloud backup
- SOC 2 Type 2
- GDPR
- HIPAA
- eIDAS
- ESIGN
- United States
- European Union
- Canada
- Australia
AES-256, with tamper-evident sealed documents
Why enterprise eSignature rollouts stall
BoldSign is built around the three things that slow an enterprise rollout down.
The security review comes first
IT wants audit reports, a data processing agreement, and sign-in controls before any team sends. BoldSign publishes them or provides them on request.
Every department buys its own tool
Separate accounts mean separate logins, templates, and records IT cannot see. BoldSign puts every team in one account, with company sign-in and a role for each team.
Switching feels like a project
Templates built in the old tool have to be rebuilt first. Docusign templates import into BoldSign at no charge, and departments join one at a time.
What you can count on with BoldSign
Twelve capabilities an enterprise signature solution has to carry through a rollout.
Single sign-on
Your team signs in with the organization login they already use, through your identity provider.
Custom roles and permissions
Decide what each role can do, and which documents each team can open.
IP restrictions
Allow access only from network ranges you approve, and nowhere else on the internet.
Audit trail on every document
Every agreement carries a full history and completion certificate. Finished documents are sealed against later change.
Data residency on every plan
Keep data in the United States, European Union, Canada or Australia, matching your legal policy.
Retention and backup
Automatic deletion applies your retention rule on schedule. Automatic cloud backup keeps a second copy.
Unlimited documents or senders
Unlimited documents for each sender on the Business plan, or unlimited senders on the Premium plan.
Signer identity checks
Raise assurance per document with ID verification, knowledge-based authentication, SMS codes or qualified electronic signatures.
High-volume sending
Enterprise bulk electronic signature runs from a single CSV, or a shared link anyone can complete.
Embedded signing
Put requesting, signing and templates inside your own application. A free sandbox covers testing.
AI built into the workflow
AI field detection places fields, AI Search finds agreements by name, status, date or tag, and the MCP assistant sends documents.
Signing on any channel
Send by email, SMS or WhatsApp, and recipients sign on mobile without installing an app.
Every capability above ships with the platform. See the full feature matrix
One console for enterprise eSignature management
Decide who can send, what they can send, and prove it. Every enterprise admin control sits in one console.
Roles and permissions by department
Assign custom roles so a team sends its own agreements without reaching another department's documents.
Identity-led access
Connect your identity provider so people sign in with an existing company login. IP restrictions limit access.
Retention, custody and retrieval
Automatic deletion applies your retention rule and backup keeps a copy. AI Search finds agreements by name, status, date or tag.
Consistency at scale
Shared templates keep wording consistent, and your logo and sending domain keep every agreement on brand.
BoldSign works inside Salesforce, HubSpot and your own systems
Raise a signature request from the deal, the ticket or the invoice, where the record lives.
Salesforce and HubSpot
Send from a Salesforce opportunity or HubSpot deal, with signature status kept on the record.
Automation across the stack
Power Automate and Zapier, on the API plan, connect signing into finance, HR and operations. Xero covers accounting approvals.
Enterprise API for your own product
Embed requesting, signing and templates in your application, with webhooks and multitenant support.
BoldSign is legally valid, certified, and hosted where you need it
Security controls checked by an independent auditor, GDPR and HIPAA covered, signatures valid under eIDAS and the ESIGN Act, and AES-256 encryption.
Security and compliance
SOC 2 Type 2: an independent auditor tested BoldSign’s security controls over time. Ask for the report. GDPR and HIPAA are also covered. HIPAA applies from the Business plan upwards, the rest on every plan.
Legal validity
BoldSign complies with the ESIGN Act, UETA, and eIDAS, so its signatures are secure and legally binding.
Reliability you can verify
A 99.99% monthly uptime commitment in the service level agreement, with live status published rather than described. Residency is available on every plan.
Who is behind BoldSign
Vendor longevity is a real line item in a risk assessment.
BoldSign inherits 25 years of shipping to engineering teams
Syncfusion marked 25 years in June 2026, building components, SDKs and document libraries that run inside other companies' software. BoldSign inherits its release discipline, documentation and support organization.
- 25+Years in business, since 2001
- 47,000+Syncfusion enterprise customers, including Fortune 500 companies
- 1M+Syncfusion users
- 1,600+Developer controls Syncfusion builds
Which enterprises use BoldSign?
From payments and healthcare to regulated industries, these teams run their signing on BoldSign. BoldSign is rated 4.7 out of 5 from 433 reviews on G2.
Take the whole evaluation to your security review
Every capability, control and certification on this page, plus full pricing, in one document for the people who sign off.
BoldSign enterprise evaluation pack
Five pages, every figure attributed to its source.
- Certifications, residency, encryption and licensing at a glance
- Full plan matrix with pricing, control by control
- Governance, security and legal enforceability
- Integration surface and developer capabilities
- Plan structure compared with Docusign, PandaDoc and Dropbox Sign
Enterprise electronic signature software, control by control
Enterprise e-signature platforms differ most in where they put the administration layer. Every control below is part of the platform rather than a separate tier. The table shows which plan carries each one, and which are charged per use. Hover any add-on to see its rate.
| Capability | Business Plan | Premium Plan | API Plan |
|---|---|---|---|
| Users included | Priced per user | Unlimited | 2, then per user |
| Envelopes per month | Unlimited | 250 | 40 included, then per envelope |
| Single sign-on (SSO) | Yes | Yes | Yes |
| Custom roles and permissions | Yes | Yes | Yes |
| IP restrictions | Yes | Yes | Yes |
| HIPAA support | Yes | Yes | Yes |
| SOC 2 Type 2, GDPR, eIDAS | Yes | Yes | Yes |
| Data residency, four regions | Yes | Yes | Yes |
| Audit trail and certificate of completion | Yes | Yes | Yes |
| Automatic document deletion and backup | Yes | Yes | Yes |
| Branded signing pages, logo and sending domain | Yes | Yes | Yes |
| AI field detection and AI Search | Yes | Yes | Yes |
| Bulk send and bulk links | Add-on | Add-on | Add-on |
| ID verification, KBA, SMS auth, QES | Add-on | Add-on | Add-on |
| HubSpot integration | Yes | Yes | Yes |
| Power Automate and Zapier integrations | No | No | Yes |
| Salesforce integration | Add-on | Add-on | Not listed |
| Xero integration | Add-on | Add-on | Add-on |
How do enterprises roll out BoldSign across departments?
BoldSign rolls out in 3 steps. IT does the setup once, so each new department only needs its templates.
1. Try it with one team
Start a 30-day free trial with a business email: 10 users and 50 documents, with no credit card.
2. Connect sign-in and set roles
Connect Microsoft Entra ID for single sign-on and user provisioning, then give each team its role and permissions.
3. Move templates and add teams
Import your Docusign templates at no charge, then add departments one at a time.
Switching from another eSignature tool
Docusign templates import into BoldSign at no charge with BoldSign’s import tool, and BoldSign support helps teams make the switch.
BoldSign compared with Docusign
Features side by side, for teams moving from Docusign.
BoldSign compared with Adobe Acrobat Sign
For teams moving from Adobe Acrobat Sign.
BoldSign compared with PandaDoc
For teams moving from PandaDoc.
Limits to know before you roll out BoldSign
BoldSign sends, signs, and tracks documents. It does not draft or negotiate contracts.
Not on every plan
Single sign-on, custom roles, and IP restrictions are not on the Essential or Growth plans.
Charged per use
Bulk Send, ID verification, and SMS or WhatsApp delivery are charged per use, on top of the plan. Knowledge-based authentication works for US signers only.
Enterprise questions, answered with numbers
Does BoldSign include the enterprise controls a security review asks for?
Yes. BoldSign is electronic signature software for enterprise use, with single sign-on, custom roles and permissions, IP restrictions, HIPAA support, unlimited documents and unlimited senders. The evaluation pack sets out which plan carries what.
Which BoldSign plan includes single sign-on?
Single sign-on and user provisioning with Microsoft Entra ID are on the Business and Premium plans and the Enterprise API plan.
Does BoldSign offer unlimited documents or unlimited senders?
Both. The Business plan has no envelope limit for each sender, and the Premium plan has unlimited users. The evaluation pack sets out which plan carries each.
Can access be controlled at the role or department level?
Yes. Custom roles define what each role can do, and team management controls document visibility. Both included from the Business plan.
Do signers need a BoldSign account or a paid licence?
No. Only senders are licensed. Recipients sign without registering and are never charged.
Where is enterprise data stored?
United States, European Union, Canada or Australia. The region is chosen when the account is created, on every plan. Documents are AES-256 encrypted and sealed on completion.
What uptime does BoldSign commit to?
99.999% each calendar month, in the service level agreement. Availability and incident history are published on the status page.
How good is BoldSign support for enterprise rollouts?
BoldSign is rated 4.7 out of 5 from 433 reviews on G2. Help by chat, email, or support ticket is free on every plan.
Is BoldSign HIPAA compliant for regulated organizations?
HIPAA support is available on the annual Business plan or higher. BoldSign has also completed a SOC 2 Type 2 audit and supports GDPR. See the HIPAA overview.
How does BoldSign handle high signing volume?
The Business plan includes unlimited documents, so volume does not change the plan. Bulk send and bulk links cover large recipient lists, and the API plan bills per envelope beyond its included allowance. To work out your own cost, use the pricing calculator.
Can BoldSign integrate with Salesforce, HubSpot and internal systems?
Yes. HubSpot is included. Power Automate and Zapier are available on the API plan. Salesforce and Xero are add-ons. The API plan also supports embedded signing and webhooks.
What happens to documents when a retention period ends?
Automatic deletion applies your retention rule without manual action, and cloud backup keeps a second copy. Both included from the Business plan. See plans and pricing.
Is BoldSign enterprise-ready for large organizations?
Yes. The Business plan includes single sign-on, custom roles, IP restrictions, HIPAA, data residency in four regions and a full audit trail. BoldSign has completed a SOC 2 Type 2 audit.
How do enterprises scale eSignature usage across many teams?
Volume and headcount scale separately. The Business plan carries unlimited documents, so volume never changes the plan. The Premium plan covers unlimited users for teams where many people send occasionally. The pricing calculator shows the cost for your own mix of senders and volume.
Can BoldSign be used for manufacturing agreements?
Yes. Bulk send issues supplier-wide acknowledgements from a single CSV, shared templates keep terms consistent, and the audit trail supplies quality evidence.
Can BoldSign be used in telecommunications?
Yes. Subscriber onboarding runs through the API plan with embedded signing, so customers sign inside your own portal.
How do enterprises keep document templates standardised?
Shared templates are administered centrally and lock approved wording, so it cannot be edited in the field. That keeps Legal in control of contract language across every team, and gives an auditor one version to check rather than a folder of near-copies.
Is there a trial before committing to an enterprise rollout?
Yes. BoldSign offers a free trial so teams can evaluate the platform before committing to an enterprise rollout. Start the trial.
Ready to bring BoldSign to your enterprise?
Compare what each plan carries, or talk to us about a rollout.
30-day trial on every plan, no credit card.