Send contracts from Salesforce
With BoldSign, you send, track, and store contracts from the Salesforce record you already work in. Fields fill from the record, and the signed copy saves back to it.
- Listed on the Salesforce AppExchange
- Remind or revoke from the record
Trusted by 50,000+ businesses worldwide
What signing outside Salesforce costs your sales team
When signing sits outside Salesforce, reps copy details by hand and lose track of contracts. BoldSign keeps each step on the record.
Details retyped by hand
Copied names and amounts lead to contract errors.
Deals stall after the yes
Contracts get downloaded, emailed, and forgotten.
No view of the status
Reps cannot tell if the customer opened it.
Signed copies go missing
The signed copy never reaches the record.
How does an eSignature integration with Salesforce help?
With BoldSign, you never switch out of Salesforce to get a contract signed. You create, send, track, and file it on the record.
Reusable templates
You create a signing template in BoldSign once. Your team then reuses it on any Salesforce record.
BoldSignBoldSign TemplatesBoldSign DocumentsThe BoldSign app home inside Salesforce, with Create Template and Configure Template cards. Map Salesforce fields
Map fields such as contact name, email, account, amount, and close date to template fields. Documents fill in with CRM data, so nothing is retyped.
BoldSignBoldSign TemplatesBoldSign DocumentsField mapping for a Sales Order template: the PhoneNumber field maps to the Salesforce Phone field, and Title waits for a Salesforce field to be chosen. A template or a new document
Use a template for repeat contracts, or upload a one-off document from the record. Either way, you never leave Salesforce.
BoldSignBoldSign TemplatesBoldSign DocumentsThe Request Signature with BoldSign card on an opportunity, with the Sales Contract template selected and two choices: create a new document, or send the template for signature. Sign on any device
Signers open the email link and sign on a desktop, tablet, or phone.
A sales order open on a phone in BoldSign, with the signature and name filled in and a Finish button. Signed copies saved to Salesforce
Completed documents stay in BoldSign and save to the matching Salesforce record. Your team finds them under Notes and Attachments.
BoldSignBoldSign TemplatesBoldSign DocumentsThe Notes and Attachments list on a Salesforce contact, holding the completed sales contract and sales order PDFs. Status tracking in real time
Sent, opened, signed, declined, and expired show on leads, contacts, accounts, and opportunities as they change.
BoldSignBoldSign TemplatesBoldSign DocumentsThe BoldSign Track Document Status card on a Salesforce record: a completed sales order, an order form waiting for others, and a sales contract form opened to show who sent it and the Overview, View Document, Send Reminder, and Revoke actions. User management
Invite Salesforce users to BoldSign and give each one a role: Account Admin, Team Admin, or Member.
BoldSignBoldSign TemplatesBoldSign DocumentsThe BoldSign User management page inside Salesforce: a user picked and given the Member role, with Account Admin and Team Admin as the other choices, above a list of users and their roles.
How do you send a contract for signature from Salesforce?
With BoldSign, you send from the Salesforce record in three steps. An admin sets up the templates first.
Choose a template on the record
Open a lead, contact, account, or opportunity. Pick a template in the BoldSign card.
BoldSignBoldSign TemplatesBoldSign DocumentsThe Request Signature with BoldSign card on a Salesforce opportunity, with the Sales Order template selected and a Send for Signature button. Check who signs
Signers fill in from the record. You can also pick a Salesforce contact or type a name.
BoldSignBoldSign TemplatesBoldSign DocumentsThe Prepare document for signing screen in Salesforce, step 1 of 2: Emily Carter added as the Client signer from Salesforce Contacts, with Add Me and a Signing Order switch. Check the fields and send
The contract opens with record details in place. Send it, and you land back on the same record.
BoldSignBoldSign TemplatesBoldSign DocumentsThe Configure fields screen in Salesforce, step 2 of 2: the Sales Contract Form with the signer's name and company filled from the record, a signature field, and a Send button.
Why choose BoldSign for Salesforce users
BoldSign fits the way your team already runs Salesforce, from signing order to reports and flows.
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Several signers, in the order you set
Send one document to several signers and choose the order they sign in.
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Reports on document status
Build Salesforce reports on the status of every document your team sends with BoldSign.
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Record updates with Salesforce Flow
Use Salesforce Flow to update a record when a document’s status changes.
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Signed values written to fields
Choose which values from the signed document update fields on the Salesforce record.
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Works on custom objects too
The BoldSign cards work on custom Salesforce objects as well as leads, contacts, accounts, and opportunities.
Available on the Salesforce AppExchange
BoldSign is listed on the Salesforce AppExchange, which Salesforce now shows as AgentExchange. Your Salesforce admin installs it from the listing.
How do you set up an eSignature integration with Salesforce?
BoldSign needs a one-time setup, with no code. A BoldSign account admin and a Salesforce admin do it together, in four steps.
- 1
Turn on Salesforce in BoldSign
An account admin turns on Salesforce under Integrations in BoldSign and accepts the add-on charge for the plan.
- 2
Install and connect the app
A Salesforce admin installs the BoldSign app from the AppExchange. The BoldSign account is connected from the app setup page.
- 3
Add the cards and assign access
The admin adds the BoldSign cards to record pages. Each person then gets the admin or user permission set.
- 4
Map templates to record fields
The admin picks BoldSign templates for Salesforce and maps each field and signer role to a record field.
What a Salesforce eSignature integration costs, compared
BoldSign publishes both the plan and the add-on price for its Salesforce integration. The table sets it against four other tools on the plan each one starts the integration on. Prices are in USD.
| Salesforce integration | BoldSign | Dropbox Sign | Docusign | PandaDoc | Adobe Acrobat Sign |
|---|---|---|---|---|---|
| Plan the Salesforce integration starts on | Business planteam tier | Standard plan | Enhanced plans | Business planannual billing only | Acrobat Sign Solutionsquote tier |
| Price a month, per user, billed yearly | $15plus the $10 Salesforce add-on | $25 | Sales quote | $49 per seatadd-on price not published | Sales quote |
| Included in the plan or a paid add-on | A paid add-on with a published price | Included in the plan | Quote only | A paid add-on, price not published | The account is provisioned by support |
| Templates built for Salesforce, shared with the team | Yes, an admin sets them up for every sender | Yes, but they must be built in Salesforce | Not published | Yes, built in PandaDoc | Yes, agreement templates |
| Fills from Lead, Contact, Account, and Opportunity | Yes, all four and custom objects | Yes, merge fields | Yes, reads and writes both ways | Yes, all four and custom objects | Yes, merge mappings |
| Signed copy saved to the record | Yes, automatically | Not published | Yes, automatically | Yes, once the trigger is switched onPDFs over 12 MB cannot be saved | Yes, data mappings push files to the record |
| Envelopes included a year | Unlimited | Unlimited signature requests | A custom limit, set in the quote | Unlimited documents | 150 transactions per user licence |
| Works on custom Salesforce objects | Yes | Yes | Yes | Yes | Yes |
Spotted something outdated? Tell us through contact us and we will check the vendor’s own page again.
Limits and costs to know before you send from Salesforce with BoldSign
The BoldSign Salesforce integration is a paid add-on on the Business and Premium plans only. Prices are in USD.
- $10 Salesforce add-on, per user a month Charged on top of the Business plan. That plan is $15 per user a month, billed yearly.
- $21 Salesforce add-on, a month per organization Charged on top of the Premium plan. That plan is $99 a month, billed yearly.
- 250 envelopes a month on the Premium plan A plan cap, not a figure the add-on changes. The Business plan has no envelope cap.
Before your first send from Salesforce
- The integration is on the Business or Premium plan only.
- Only the sender can send reminders or revoke a request from the Salesforce record.
How are contracts kept secure when they are sent from Salesforce?
A contract sent from Salesforce carries the same BoldSign controls as one sent from the web app. That means AES-256 encryption, a full audit trail, and your account’s compliance settings.
Compliance
BoldSign meets global security and compliance standards to protect your documents and data. Manage the settings below to align with your organization’s requirements.
Data Residency
Active (US - Global)Your documents and signer data are securely stored in your selected region to meet data sovereignty and local regulatory requirements.
HIPAA Compliance
EnabledEnable HIPAA mode to protect PHI using administrative, technical, and physical safeguards aligned with HIPAA regulations.
PCI DSS
CompliantPayments are securely processed through Stripe, a PCI DSS Level 1-certified provider, ensuring the safe handling and encryption of all payment data.
CCPA & CPRA
CompliantEnsures compliance with California privacy laws, giving residents transparency and control over their personal data, including rights to access, delete, and opt out.
SOC 2 Type II
CompliantBoldSign has successfully completed a SOC 2 Type II audit, validating our controls for security, availability, confidentiality, and data integrity.
UETA & ESIGN
CompliantBoldSign ensures that all e-signatures are legally binding and compliant with the U.S. ESIGN Act and the Uniform Electronic Transactions Act (UETA).
eIDAS (SES)
CompliantBoldSign complies with the EU eIDAS Regulation (910/2014) and supports Simple Electronic Signatures (SES) by default.
eIDAS (QES)
EnabledEnable Qualified Electronic Signatures (QES) for contracts requiring the highest legal assurance under eIDAS.
Security and procurement documents for eSignature
IT and procurement teams can read BoldSign’s security policy, data processing agreement, and subprocessor list online. They can also request the SOC 2 Type 2 report.
- Sign-in
Single sign-on and user provisioning
Works with Microsoft Entra ID.
See features by plan - Audit report
SOC 2 Type 2 report
Available on request from BoldSign.
Request the SOC 2 report - Data protection
Data processing agreement
Includes the EU Standard Contractual Clauses and the UK Addendum by reference.
Read the data processing agreement - Data protection
Subprocessor list
Every third party BoldSign uses to process data.
See the subprocessor list - Service
Service level agreement
Uptime, support response times, and service commitments.
Find it in the Legal Center
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.
- Guide
Import your Docusign templates
Step-by-step help for moving Docusign templates into BoldSign.
Read the import guide - Comparison
BoldSign compared with Docusign
Features and prices side by side, for teams moving from Docusign.
See the Docusign comparison - Comparison
BoldSign compared with Dropbox Sign
For teams moving from Dropbox Sign, formerly HelloSign.
See the Dropbox Sign comparison - Comparison
BoldSign compared with Adobe Acrobat Sign
For teams moving from Adobe Acrobat Sign.
See the Adobe comparison - Comparison
BoldSign compared with PandaDoc
For teams moving from PandaDoc.
See the PandaDoc comparison - Comparison
SignNow and other tools
Every eSignature tool BoldSign is compared with.
See all comparisons
More guides for signing contracts from Salesforce
BoldSign guides cover sending a contract from a record and filling it from Salesforce fields. The hub lists every app.
- Guide
Send contracts from Salesforce
Templates, mapped fields, sending, and tracking.
Read the guide - Guide
Auto-fill contracts from Salesforce fields
Which fields to map first, and which to leave.
Read the guide - Hub
All eSignature integrations
CRM, storage, accounting, automation, and messaging.
See all integrations
Questions teams ask about eSignature in Salesforce
Which BoldSign plan do I need for the Salesforce integration?
The Business or Premium plan with the Salesforce add-on. It is not on the Growth or Enterprise API plans. Compare plans on the pricing page.
Do signers need a Salesforce or BoldSign account?
No. Signers get an email link and sign from any device without a BoldSign or Salesforce account. See how signing works for recipients.
Do mapped fields fill a document I upload?
No. Mapped fields fill only from templates. Build a template for each contract you send often.
What can you see in Salesforce after you send a contract?
Every document sent from a record shows on that record with its status. Only the sender can send a reminder or revoke it, as the tracking guide explains.
Send your next contract without leaving Salesforce
Start a free trial, install the AppExchange app, and send from a record today.
Last updated: October 19, 2026. Disclaimer: This page contains product comparisons based on publicly available information as of October 2026 and may change.