Serving your customers with follow-up strategies that keep their attention is critical to establishing and growing brand loyalty among your customer base. Using e-signature software to get your customers to sign documents is a great follow-up strategy. From the moment they receive a signature request in a personal message with your logo, your customers will feel at ease.
There are several such tools on the market today, and in this post, we'll go over a detailed review of BoldSign, a cool e-signature software that can handle everything from simple use cases where one person signs a contract to complex use cases where dozens of users sign in a predetermined order.
What is BoldSign?
BoldSign is an e-signature platform with a cloud app and a native.NET SDK for sending, signing, and tracking contracts that can be integrated directly into business applications.
With over 20 years of experience creating APIs for developers, Syncfusion knows more about what users want from an electronic signature app than anyone else on the market, which is why BoldSign is so quick and easy to use.
In other words, it's a dependable electronic signature software that allows businesses to send documents, track contract progress, and verify signers.
What can you do with BoldSign?
You can easily get your contracts signed online with legally binding e-signatures using BoldSign. All manual paper and email-based document workflows, such as NDAs, employee onboarding, expense approvals, and hardware requests, can be greatly streamlined by initiating, tracking, and signing documents from within your existing applications.
This e-signature platform allows users to keep track of over 500 contracts. In less than one minute, users can have a new contract sent to all parties for signatures.
The less time it takes to send a contract, the more contracts you can send out; the more contracts sent out and signed, the more revenue the company can generate. Overall, BoldSign saves a significant amount of time.
How does it work?
When you first log in to BoldSign, you will be taken to the home screen. This is where you'll find the dashboard, which allows you to keep track of active documents and view recently completed ones. It shows contracts awaiting your signature, contracts awaiting signatures from others, contracts that require attention, and contracts that have been revoked, declined, or completed. That's fantastic, right? That's not all!
Send signature requests and track their status with our simple app, or use their API to integrate the entire workflow into your own app. Uploading existing documents, specifying recipients, configuring signature fields, and then sending out signatures is the entire process. Save your frequently sent documents as templates to speed up the process even more.
Salient Features
BoldSign provides all the useful features you would need for uploading existing documents, specifying recipients, configuring signature fields, and then sending out signatures in the entire process. Save your frequently sent documents as templates to speed up the process even more.
Create New DocumentSend agreements, contracts, etc. to people for e-signatures. Find all the options in the BoldSign dashboard which will include five sections:
Create New TemplateTo use when sending documents for signature, create and upload your own templates. It has five sections where you can add more information to your template:
Create New Bulk LinkWhen you want to send a link to multiple people to sign the same document, you can use this option. You have the following options for customizing your link:
For busy legal professionals, the templates and bulk links can be huge time-savers-read on to learn more!
Clone documentDue to an error or a requested change to the envelope, you may need to revoke a document. This feature allows you to clone an existing document and update whatever needs to be changed. This has saved me a great deal of time.
Audit trailYou have the option of downloading each agreement's audit trail. This displays all of the details about the envelope you created, including the document ID, status, sender information, recipient information, and the signature process history.
Document historyThis feature allows you to see the agreement's entire history. You'll be able to see who sent it, when they viewed it, and when they signed it.
Sign in orderYou may need to have one party sign before the other when sending agreements. This feature makes it possible!
My profileAnother time-saver is the ability to manage your signature and initials for signing documents that are sent to you.
Add contactsYou can send documents faster and more efficiently by adding contacts to the My Contacts section. You won't have to double-check the email address before sending it, and you won't have to worry about mistyping it.
Smooth & simple
You can rely on BoldSign's quick response and upload times, even if your documents are novellas. The entire procedure is as follows: upload your document, enter your recipients, customize the signature fields, and send. Voilà. Only waiting for responses remains.
Send your documents even faster by using:
- Templates for documents you send with signature requests on a regular basis.
- Templates that can be customized to fit the needs of different groups of people.
- Bulk links enable multiple people to sign the same document at the same time.
Organized dashboard for everything
With BoldSign's dashboard for contract status tracking, you can keep an eye and a thumb on those documents. Here you'll find a dedicated team view with customizable permissions, allowing team leaders to see all of their team's contracts while team members only see the ones that are relevant to them.
Your documents are organized and stored in four sections on the Dashboard. Each section is color-coded for easy visual identification. Sections include:
The Dashboard also shows the total number of documents in BoldSign as well as the total number of documents you're working on for the month.
You can set up automatic reminders to gently poke your signees until they respond if they procrastinate. BoldSign also supports in-person electronic signatures (like when you sign for a package). Some signees in a company's workflow can even choose to print and sign documents if necessary.
Create Documents & Templates
A "Home Menu" can be found in the dashboard view. When you click on it, the option "Create New" appears. Create a new document, template, or bulk link from scratch by clicking Create New.
DocumentsYou can see a list of all your documents in the Documents section, including draughts and documents you've trashed. The tab will drop down to reveal four sections if you click the arrow beside Documents:
TemplatesIf your job requires you to send documents out for signature on a regular basis, using templates is one of the simplest ways to save time. You can save yourself from typing the same information over and over again by using a template. To get started, simply click New Template.
The drop-down arrow leads to four separate sections where your templates are neatly organised, making it simple to add, delete, and share them. They are:
Bulk LinksBulk links are another time-saver for paralegals on the go. Rather than sending multiple copies of the same document to different people, you can send everyone a link to the same document with just one click.
When you want to send a link instead of the entire document for signature, bulk links can be created. You'll create the link and be able to send it to recipients via email for them to review and sign the contract. If you decide to delete the links, they can be saved under My Bulk Links, saved as a Draft, or moved to Trash.
BoldSign Partnership Programs
There are several partnership opportunities that can work for you, whether you want to embed BoldSign in a client solution, integrate it with a unique SaaS data source, or become a reseller.
Bold ResellerDo you want to sell BoldSign and other Bold products as a resale item? A 10% reseller discount is available. Small businesses can earn monthly reseller fees with the cloud reseller arrangement, while the embedded option allows for a one-time reseller fee.
Bold Marketing PartnerDo you sell software as a service? BoldSign would like to discuss collaborating with you to see how their mutual customers can benefit from a win-win solution that combines their Bold products and your offering. Joint webinars, technical blog posts, and amplifying respective marketing messages are examples of co-marketing activities.
Bold Technology PartnerAre you looking to connect data from your SaaS solution-such as Freshworks, Salesforce, or dozens of others-to BoldSign or another Bold product in order to provide your users with valuable analytics? To tell their combined product story, BoldSign Technology Partners frequently collaborate with their brand on marketing campaigns.
Technical Support
We hope you won't need much help with BoldSign because it's so user-friendly, but if you do, we'll be happy to assist you. Contacting our support team is simple with the Contact Support button.
When you click it, BoldSign support will open in a new tab where you can create and store all of your support tickets. This allows you to keep track of all open issues and review any conversations you've had with the BoldSign team.
BoldSign provides support during business hours and online, as well as training via documentation, in-person training, and videos.
BoldSign: Plans & Pricing
BoldSign currently offers a transparent pricing model that works well whether you send a few signature requests per year or thousands per month. The flexible pricing model goes beyond standard per-document pricing and introduces a variety of pricing options to accommodate the various scenarios in which e-signatures are currently used.
Starter plan
Price: FreeThis is a free version so you can double-check all of our claims. In fact, the free version of BoldSign currently includes 90% of the features found in the paid versions.
Features:- 25 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
- Team management
- Team document status tracking
Business plan
Price: $24 per user per month (Annually: $20 per user per month)The business plan is ideal for people who run a business with a lot of contracts, which they probably don't need in the first place. First and foremost, business users are allowed to leave the sandbox. They can buy credits and use the automation APIs that the free users can only experiment with.
To automate the sending of documents for signatures, a business user will need to spend code automation (API) credits. However, you don't have to pay twice: a document that uses an API credit does not require a document credit.
Features:- 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
- Team management
- Team document status tracking
- Custom branding
- Email, chat, and phone support
- In-person signing
- Print, sign, and upload
- Dedicated account manager
API
Price: $72 per user per month (Annually: $60 per user 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
- Team management
- Team document status tracking
- Custom branding
- Email, chat, and phone support
- In-person signing
- Print, sign, and upload
- Dedicated account manager
- Need a custom plan
FAQ related BoldSign Review
Conclusion: Is BoldSign worth the penny?
BoldSign offers a simple API for integrating e-signature functionality into your own applications. From within your own applications, you can create, track, and fulfill signature requests. Your customers are guided through the signing process at every step, ensuring that potential errors are avoided and documents are signed on time.
Overall, BoldSign provides a world-class user interface, and you won't find a faster or easier e-signature solution on the market!