eSignature for SaaS companies
Get order forms and MSAs signed without chasing
BoldSign sends order forms, MSAs and DPAs from HubSpot or Salesforce. The customer signs first, then your team countersigns.
Works in: the BoldSign web app and API, HubSpot, Salesforce, and the iOS and Android apps.
- Several documents in one envelope
- Automatic reminders and expiry dates
- SOC 2 Type 2 report on request
Trusted by 100,000+ organizations worldwide
Why do SaaS contracts stall after the customer says yes?
After the customer agrees, a SaaS deal can stall in three places. BoldSign handles preparing, signing and tracking.
- Prepare
Copied from the CRM by hand
Reps copy the customer, price and term from the CRM into the order form. With BoldSign, a template fills those fields from the HubSpot or Salesforce record. See how sending works
- Sign
Signers on both sides
The customer's signer, their finance contact and your VP all need to act. With BoldSign, each signer gets the document in the order you set. See the signing order
- Track
Status lost after sending
Reps ask customers whether they signed, and the PDF sits in an inbox. With BoldSign, each contract's status shows in one list and on the CRM record. See how tracking works
What SaaS teams send for signature
SaaS teams send these contracts for signature with BoldSign, to customers, partners and vendors.
- Order forms and renewals
- Master service agreements (MSAs)
- Data processing agreements (DPAs) with customers
- Mutual NDAs before a sales call or a pilot
- Statements of work and amendments
- Reseller and partner agreements
- Software license and maintenance agreements
- Vendor, supplier and contractor agreements
How do you send an order form from your CRM?
BoldSign sends order forms straight from the HubSpot deal or Salesforce opportunity, in three steps.
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Pick the order form template. Its fields fill from the deal or opportunity.
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Check who signs: the customer's signer first, then your countersigner.
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Check the filled fields and send.
How do you collect the customer’s signature, then your countersignature?
BoldSign sends a document to each signer in the order you set. Your countersigner gets it only after the customer signs.
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Several documents, one envelope
Send the order form, MSA and DPA together, and BoldSign counts them as one envelope.
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Copies for finance or legal
CC recipients get the document and its updates, but they do not sign.
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Reassign to the right signer
If you allow it, a signer without authority can pass the document to the right person.
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Automatic reminders
You choose how often BoldSign sends reminders and how many it sends.
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Expiry dates
An unsigned order form expires on the date you set, and signers get an alert one day before.
SaaS deal paperwork: who signs what, and in what order
BoldSign lets you set who signs each SaaS contract, in what order, and who gets a copy.
| Document | Customer side | Your side | Order | How BoldSign handles it |
|---|---|---|---|---|
| Order form | Customer: authorized buyer | You: sales lead or finance | Customer first, then you | Signing order, finance in CC, reminders and an expiry date |
| MSA | Customer: legal or an officer | You: an authorized signer | Customer first, then you | Sent with the order form in one envelope, from a locked template |
| DPA | Customer: privacy or legal lead | You: an authorized signer | Customer first, then you | Sent in the same envelope as the MSA |
| Mutual NDA | Prospect: any authorized person | You: the account owner | Either side first | Reusable template, one signer on each side |
| Renewal or amendment | Customer: the original signer | You: finance | Customer first, then you | Expiry date set before the renewal date |
| Reseller agreement | Reseller: an officer | You: partnerships lead | Reseller first, then you | Signing order; reassign if their signer changes |
How do you track SaaS contract status?
BoldSign lists every contract by status: waiting for others, completed, declined, revoked or expired. The same status shows on the HubSpot or Salesforce record.
- Salesforce Flow can move the opportunity forward when the document status changes.
- Each document's audit trail records who signed, when, and from which IP address and device.
Why choose BoldSign for SaaS companies
BoldSign covers SaaS deal paperwork from the CRM to the countersignature.
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No envelope cap
The Business plan has no envelope limit, so a busy quarter end costs the same.
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HubSpot at no extra charge
The HubSpot integration is included in the Business plan.
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Signed values back in Salesforce
BoldSign writes signed values back to the Salesforce fields you choose.
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Vendor review documents
BoldSign publishes its DPA and subprocessor list for your own review.
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Signing inside your product too
BoldSign's API adds embedded signing, with a free sandbox to test.
SaaS and software companies that sign with BoldSign
- Innovation Philosophy
Innovation Philosophy, an AI and technology company, runs three software platforms. It sends customer agreements, NDAs and partner documents from shared BoldSign templates.
Read the Innovation Philosophy story - The BroomApp
The BroomApp, a technology platform company, signs supplier and service provider contracts with BoldSign. Both sides get the signed copy at once.
Read The BroomApp story - Business Integra
Business Integra, an IT consulting company, sends customer contracts with BoldSign's automatic reminders turned on.
Read the Business Integra story
“Using BoldSign has significantly improved our document turnaround time and reduced manual follow-ups.” Ayush Kumar, Head of Delivery, Business Integra
Security, signer identity and legal validity for SaaS contracts
BoldSign encrypts every document twice with AES-256, at the service and infrastructure level.
Signers can be asked for a one-time code sent to their email before they open the document.
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
When BoldSign may not be the right fit for SaaS companies
Prices are in USD.
- $15 per user a month, Business plan Billed yearly. HubSpot and Salesforce start on this plan, not on the Essential or Growth plans.
- $10 per user a month for Salesforce on the Business plan A paid add-on. On the Premium plan, it is $21 a month per organization.
- 250 envelopes a month on the Premium plan The Premium plan costs $99 a month, billed yearly, for unlimited users.
- $30 a month for the Enterprise API plan, which includes webhooks Webhooks send signing events to your own systems. Web app plans do not include them.
What BoldSign does not do
- BoldSign does not draft contract text or negotiate redlines.
- The HubSpot integration does not build quotes or run CPQ (configure, price, quote).
- Documents signed on another platform cannot be imported into BoldSign for storage or tracking.
Can you add eSignatures inside your own software?
Yes. BoldSign's eSignature API includes embedded signing, which shows the signing page inside your app.
Embedded requesting lets your users build and send their own documents inside your product.
Related guides for SaaS teams
- Integration
Send contracts from Salesforce
See the page - Integration
Send contracts from HubSpot
See the page - Page
eSignature for startups
See the page - Guide
How to integrate eSignature into your SaaS app
Read the guide - Guide
Best eSignature API for SaaS developers
Read the guide - Guide
Send contracts from Claude with BoldSign
Read the guide
Questions SaaS teams ask about eSignature
Can MSAs and order forms be signed electronically?
Yes. BoldSign complies with the ESIGN Act, UETA, and eIDAS, so its signatures are secure and legally binding.
What is the difference between eSignature for your own contracts and embedded signing?
Your own contracts go out from the BoldSign web app or your CRM. Embedded signing is for your product's users, who sign inside your app.
How much does BoldSign cost for a SaaS sales team?
The Business plan is $15 per user a month, billed yearly. The Salesforce integration adds $10 per user a month.
Do customers need a BoldSign account to sign?
No. Customers sign from the link in the email BoldSign sends, with no account or password.
What happens if the customer declines to sign?
BoldSign marks the document Declined and notifies you and any CC recipients.
Can customers sign in their own language?
Yes. BoldSign shows the signing page in the signer's language, and the audit trail can be too.
Last updated: October 28, 2026