BoldSign

Actionable workflows to send, track, and automate e-signatures with BoldSign
4.8 
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12 votes
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Stop chasing signatures by email. BoldSign lets you run the entire approval cycle in minutes. Start by uploading a PDF or using a saved template, then drop in signature, date, and text fields where you need them. Add participants, choose parallel or step-by-step routing, and require extra verification with SMS or email codes. Set an expiration date to keep agreements fresh, customize the subject and message, and apply your logo and colors so every request looks on brand. Before sending, preview the mobile view, lock permissions, and schedule automated nudges. Once it goes out, watch real-time status updates as each person views, signs, or declines, and download a time-stamped completion certificate with a full activity history.

For repeatable work like NDAs, onboarding packets, or renewals, save fielded templates with variables for names, dates, and amounts. Launch a batch send to hundreds of recipients at once while preserving routing order for multi-party deals. Use reminders to reduce delays and rely on progress tracking to spot blockers early. Document analytics highlight who opened, how long they spent, and where drop-offs happen, helping you refine your process. All records include detailed audit trails and synchronized timestamps for legal evidence, and the platform adheres to ESIGN and eIDAS requirements. Data is protected with modern encryption and certified controls across storage and transit. more

Review Summary

Features

  • Document expiration settings
  • Sequential or parallel signer routing
  • Comprehensive audit logs with timestamps
  • Encryption and certified security controls (AES, TLS SSL, SSAE, ISO)
  • Multi-factor authentication for recipients
  • Live status and progress tracking
  • Custom branding for emails and signing pages
  • Automated reminders and escalation
  • Role-based access and permissions
  • Document analytics and engagement insights
  • Compliance with ESIGN and eIDAS
  • Time-stamped evidence and completion certificates
  • Multi-user signing for complex agreements

How It’s Used

  • Sales contracts, quotes, and renewals
  • HR onboarding packets and policy acknowledgments
  • Vendor agreements and procurement approvals
  • NDA distribution at events or for prospecting
  • Master service agreements and change orders
  • Finance approvals and banking forms
  • Real estate leases, listings, and disclosures
  • Field service work orders and job sign-offs
  • Healthcare consent and intake forms
  • Education enrollment and permission slips

Plans & Pricing

Starter

Free

2 users
50 Documents per month
Limited custom branding
50 documents per month
Unlimited templates
Complex signature workflows
Audit trail
Signer authentication
Digitally sign the final output
Reminders and other notifications
OneDrive, Dropbox, and Google Drive integration
Bulk links
Team management
Team document status tracking

Business

$20.00 per month

First 2 users free when you subscribe to this plan
100 documents per user per mo
Complete custom branding
100 documents per month
Unlimited templates
Complex signature workflows
Audit trail
Signer authentication
Digitally sign the final output
Reminders and other notifications
OneDrive, Dropbox, and Google Drive integration
Bulk links
Team management
Team document status tracking
Custom branding
Email, chat, and phone support
In-person signing
Print, sign and upload
Dedicated account manager

Api

$60.00 per month

40 API documents per month
Unlimited templates
Complex signature workflows
Audit trail
Signer authentication
Digitally sign the final output
Reminders and other notifications
OneDrive, Dropbox, and Google Drive integration
Bulk links
Team management
Team document status tracking
Custom branding
Email, chat, and phone support
In-person signing
Print, sign and upload
Dedicated account manager

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4.8
Rating
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