Speed Up Your Document Signing Workflow
Explore all BoldSign features
BoldSign supports property acquisition, deal closing, and mortgage processes, striving for seamless and swift agreement closure to expedite your journey.
Get your documents signed online with legally binding eSignatures. Send signature requests and track their progress with our easy-to-use app or embed the entire workflow into your own app using our API.
Electronic Signature Requests
Easily send eSignature requests and configure their behavior to speed up signing.
Self-sign
Self-sign documents with a legally binding eSignature and easily share them with people.
Signer routing
Define the order your signers and reviewers can view and e-sign documents with signer routing. For example, you can get eSignatures from multiple people sequentially, in parallel, or both using simple numbering-based ordering.
Signer authentication
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: • Access code • Email OTP.
Auto-reminder
With BoldSign, you can configure a frequency and number of automatic reminders to send before sending documents for signature.
Document expiration
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.
Host signature session with in-person signers
If you want a document signed before a company representative or another host, you can do so with the in-person signer option.
Multiple form fields
BoldSign supports 11 different form fields, including signature, initials, text box, and more, to meet all your contract needs.
Automatic field detection
The form fields are automatically detected when a prefilled form is attached to the document. This feature saves time when several form fields have to be attached.
Prevent signers from reassigning documents
By default, your document signers can delegate their sign responsibility to someone else. However, you can turn this offs while sending the document.
Decline document
The signer can decline the document for various reasons. Once the document is declined, all the participants will be notified, and the document can’t be signed further.
File-format support
You can upload and use PDF, word, and image files for signature requests.
Allowed signature types
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.
Alert signers in advance
When the signing order is enabled, the signers will be notified when it is their turn to sign the document. But in addition, you can also notify them when a signing request is created.
Save document signing progress
When signing the document, the signers have the option to save their progress. The signers may return to the document later and continue with the document's saved progress.
Signer redirection on completion
You can redirect the signer to a specific URL after the signing activity is over. This feature can be enabled or disabled.
Sign as recipient
While sending a signature request to the signers, you can also add yourself as one of the signers and sign the document as a recipient.
Private messages
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.
Upload multiple documents
BoldSign allows you to upload multiple documents together of any supported types to create a signing request.
Manual reminders
In addition to auto-reminders, you can also manually send reminders to sign from the BoldSign web app.
Print and sign the document
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.
Branding
You can customize your signers’ experience with your brand logo and theme colors to make pages and emails look more authentic.
Form fields appearance customization
BoldSign provided several customization options to modify the appearance of the form fields. The options differ for each form field.
Required form fields
You can define the form fields whether they should be required to filled by the signer or an optional field.
Revoke a sent 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.
Cloud storage integration
With built-in integration for Google Drive, Dropbox, and OneDrive, BoldSign can import files from these sources for creating and sending eSignature requests.
Keyboard shortcuts
Both signer and sender interfaces support keyboard shortcuts for actions like cut, copy, paste, and Tab key navigation to help you work efficiently.
Download audit trail
The information about a document, such as its ID, name, sender, receiver, status, time stamps, etc., are recorded in an audit trail document. This can be downloaded after all the signers have signed the document.
Preview document
A preview of the document can be seen before sending it for signing to ensure the document’s content and form fields placement.
Request signer attachments
BoldSign offers an option to request attachments from the signers. While sending the document, you can use the attachment form field to ask the signer for an attachment.
Sign everywhere
This feature allows signers to insert their saved signature into all the signature fields by default.
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