AI TOOL PROFILE
BoldSign Review: Electronic Signature Software
- Legal
- Electronic Signature
- Small businesses
- Freelancers
- Mid-market companies
- Enterprise companies
- Software developers needing eSignature APIs
Pricing
Paid plans start at $5 per user per month. There is a free Essential plan with 25 envelopes per month, and a Business plan at $15 per user per month that offers unlimited envelopes.
At a glance
- Best for
- Small businesses, Freelancers, Mid-market companies, Enterprise companies, Software developers needing eSignature APIs
- Key use cases
- Contract Management, Embedded Workflows, Employee Onboarding, Freelance Project Approvals
- Integrations
- HubSpot, Salesforce, Power Automate, Zapier, Xero
- Official website
- Visit BoldSign official website
How AI is used
BoldSign is an eSignature platform designed to manage the process of sending and collecting legally binding digital signatures. It supports document sending via email, as well as requests through SMS and WhatsApp, for signers on various devices.
The software is built for a range of users, from individual freelancers to larger enterprise teams. It includes developer tools, such as APIs and SDKs, which allow businesses to embed the signing process into their own applications or automate document workflows.
Buyers should consider their specific volume of "envelopes" (signature requests) when choosing a plan, as the free and growth tiers have monthly limits, while the business tier offers unlimited envelopes. The platform supports compliance with standards like HIPAA, GDPR, and SOC 2 for those in regulated industries.
Key Features
Multi-Channel Delivery
Supports sending signature requests via email, SMS, and WhatsApp.
Identity Verification
Supports verification of signers using IDs and biometric checks before they sign a document.
AI-Powered Field Detection
Uses AI to detect and map form fields within documents and templates.
Bulk Sending
Supports sending signature requests to multiple recipients using CSV uploads.
Reusable Templates
Allows users to save frequently used contracts as templates for faster sending.
Custom Branding
Supports adding company logos and business colors to signing pages.
Use Cases
Contract Management
Sending and tracking the status of service agreements, NDAs, and sales contracts.
Embedded Workflows
Integrating eSignature capabilities into a custom B2B SaaS platform via API.
Employee Onboarding
Collecting digital signatures on employment forms and internal HR paperwork.
Freelance Project Approvals
Sending project proposals and invoices for client sign-off.
Integrations
- HubSpot
- Salesforce
- Power Automate
- Zapier
- Xero
- Dropbox
- Google Drive
- OneDrive
FAQ
Is BoldSign legally binding?
- BoldSign signatures are designed to be legally enforceable under major laws such as the ESIGN Act and UETA in the US, and eIDAS in the EU.
Do signers need a BoldSign account to sign a document?
- No, recipients can review and sign documents from a browser on desktop or mobile without needing to create an account.
What is a BoldSign 'envelope'?
- An envelope is the process of sending a document (or multiple documents) to one or more recipients for electronic signing.
Which plan is best for businesses with high document volume?
- The Business plan is designed for businesses that send many envelopes, as it offers unlimited envelopes and templates.
Source category: Legal
Source subcategory: Electronic Signature
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