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.
Define the order your signers and reviewers can view and e-sign documents with signer routing. For example, you can get eSignature s 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:
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 in BoldSign. This option allows someone to host a signature session on a tablet or any other available device.
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.
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.
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.
Categorize and track documents sent and received by you and your team members.
Team and account admins can track and manage their team members’ documents through a dedicated view.
Categorize your documents through custom labels. You can also use labels to filter or search your documents.
The all-documents view has an option to filter documents based on their status through a dedicated quick filter bar.
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 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.
Turn your frequently used contracts into templates to save time on uploading files and configuring fields.
Create and share templates with your team.
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.
Create a reusable template-based link to collect signatures from a mass audience.
Embed bulk links within webpages to collect signatures from your users quickly.
Show welcome and acknowledgment messages to signers to help them complete signing faster.
Define the maximum number of signatures you want to collect from bulk links.
Set or modify expiration dates for bulk links.
Export responder data to an Excel file for sharing and tracking purposes.
Save time and avoid sending contracts to the wrong people with simpler contact management.
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 create contact groups to send a contract to a group instead of each person individually.
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.
Set your logo and brand color to make your signers’ experience authentic.
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.
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.
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.
“App is very responsive / fast, Emails between sender and signer are good, Audit trail is very helpful, No account needed for signer is great, Mobile experience is good for signer.”