BoldSign is Syncfusion's e-signature app for getting contracts and forms signed, billed per user, with a free plan and an API for embedded signing.
BoldSign gets contracts, forms and agreements signed online, so a team stops printing, scanning and chasing paper. Syncfusion, Inc., the North Carolina company behind BoldDesk, Bold BI and Bold Reports, builds and runs it under the name "BoldSign by Syncfusion". A sender uploads a document, places fields, adds signers and sends it. Each signer opens it in a browser or on a phone and signs, and every finished document carries an audit trail of IP addresses, timestamps and actions. Documents are built from reusable templates with signature, initials, text, checkbox, date and dropdown fields. Conditional fields appear only when a rule is met. A signing order runs signers in sequence or in parallel, while automatic reminders and expiration dates keep envelopes moving. Bulk Send turns one template into separate envelopes for a list of recipients, and Bulk Links publish one link that many people can open and sign. In-person signing hands a phone or tablet to the signer across the desk. Identity checks run from access codes and email or SMS codes to knowledge-based questions and a government ID with a selfie. Qualified electronic signatures come through a qualified trust service provider, and custom branding puts a company's logo, colors and domain on every email and signing page. The fit is a small or midsize business that sends a steady flow of agreements and wants the bill to follow its senders rather than its documents. Growth and Business are bought per user, Essential is a free plan for one person, and Premium is one flat plan with unlimited users. Business is the tier where envelopes stop being counted and where bulk sending, single sign-on and the Salesforce integration begin. Developers who want signing inside their own product use the BoldSign API, priced by envelope, with webhooks and SDKs for .NET, Java, PHP, Node.js and Python. Larger organizations buy Enterprise by quote. Banks use it for joint account forms and mortgage agreements, legal teams for NDAs and HR teams for onboarding packets. Accounting, healthcare, insurance and real estate offices send their client letters and forms the same way. Sales teams send, track and manage signature requests from inside Salesforce, and BoldSign also integrates with HubSpot. Completed agreements can be stored automatically in OneDrive, documents can be imported from Google Drive or Dropbox, and Power Automate and Zapier link signing to other apps. BoldSign suits any business that wants every agreement signed, tracked and filed on a per-user bill, from a first NDA to a signing flow inside its own app.
Pricing
View plans-
Essential
Free
- Free plan, no billing
- 1 user, no additional users
- 25 envelopes a month and 2 templates
- 1 brand for custom branding
- Audit trail, iOS and Android apps, chat and phone support
- API envelopes in the sandbox only
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Growth
$15 per month
$5 per user a month billed annually; $15 per user billed monthly
- 50 envelopes a month per user, 10 templates, 2 brands
- Additional users $5 a month billed annually or $15 billed monthly
- Adds template sharing, dynamic field placement, in-person signing and team management
- Xero integration available as an add-on
- API envelopes in the sandbox only
- 30-day trial, no credit card required
-
Business
$25 per month
$15 per user a month billed annually; $25 per user billed monthly
- Unlimited envelopes, templates and brands
- Additional users $15 a month billed annually or $25 billed monthly
- Adds single sign-on, Bulk Send, Bulk Links, SMS authentication and qualified electronic signatures
- ID verification and knowledge-based authentication are add-ons
- Salesforce integration
- API envelopes in the sandbox only
- 30-day trial, no credit card required
-
Premium
$138 per month
$99 a month billed annually; $138 billed monthly, flat for the account
- Unlimited users
- 250 envelopes a month
- Unlimited templates and brands
- All Business plan features
- API envelopes in the sandbox only
- 30-day trial, no credit card required
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Enterprise
Custom pricing
- Price by quote
- Unlimited envelopes, templates, brands and sender identities
- Additional users $28 each
- 40 API envelopes included, extra API requests $0.75 each
Features
- Included: Legally binding electronic signatures
- Included: Certificate of completion audit trail
- Included: Reusable signing templates
- Included: Signing order and multi-party routing
- Included: Fillable form fields
- Included: Conditional fields
- Included: Bulk send to many signers
- Included: Automatic reminders and expiry
- Included: In-person signing
- Included: Signer identity verification
- Included: Qualified electronic signatures
- Not included: Payment collection at signing
- Included: Public signing links
- Included: Embedded signing via API
- Included: Send from CRM and cloud storage
- Included: Branded signing experience
- Included: Sign and send from a mobile app
- Included: Unlimited envelopes on standard plans
Additional Features
- Bulk Links shared signing links
- Signing groups
- Dynamic field placement
- Template sharing across a team
- Collaborative document status tracking
- Print, sign and upload
- Team management
- Single sign-on
Best for
- small businesses that send many agreements and want envelopes priced per user
- developers building signing into their own app or portal
- banks collecting signatures from joint account holders
- legal teams sending NDAs for signature
- accounting firms sending client letters
- HR teams running onboarding paperwork
- healthcare and insurance offices handling signed forms
- real estate agents signing with clients in person on a tablet
- Salesforce users who send agreements from the CRM
- EU businesses that need qualified electronic signatures
Use cases
- sending an NDA for signature
- collecting signatures from both holders of a joint account
- signing a mortgage agreement
- onboarding a new hire with signed forms
- sending one template to a list of recipients as separate envelopes
- collecting signatures from many people through one link
- signing a contract in person on a phone or tablet
- checking a signer's government ID before signing
- reminding signers before a document expires
- embedding signing inside a customer portal
- sending signature requests from inside Salesforce
- filing completed agreements to OneDrive
- collecting signed healthcare forms
Screenshots & Videos
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