Although it is relatively new to the e-signature market, BoldSign has already started to draw comparisons with well-established platforms like DocuSign.

That immediately made me curious. Why is a newcomer being mentioned in the same breath as one of the industry leaders?

In this BoldSign review, I’ll walk you through what this e-signature app offers, how it works in practice, and whether it truly lives up to the growing attention it’s receiving.

Let’s dive in!

What is BoldSign?

BoldSign is an electronic signature platform developed by Syncfusion and launched in 2021. It’s designed to help individuals, small businesses, and enterprises streamline the way they prepare, send, and sign documents online.

With features like reusable templates, branding, team management, and even an API for custom integrations, BoldSign aims to cover both simple and advanced document workflows.

What makes it stand out is its balance between being beginner-friendly while still offering enterprise-level functionality. In short, it’s a tool built to simplify e-signatures without overwhelming users.

Key features

Without further ado, let’s take a closer look at the main features I tried during my BoldSign review.

Dashboard

BoldSign offers a clean and straightforward dashboard that gives you a quick overview of your document activity. You can instantly see which files are waiting for you, waiting for others, or need attention, along with a summary of recently completed, revoked, or declined documents.

The layout is simple, not overloaded with data, so you can focus on the essentials without distraction.

That said, one thing I found missing here is direct access to your signature and initials. You need to click on your profile icon → My Profile → Profile Details and scroll all the way down to find the option.

For me, this felt a bit unintuitive, especially for new users. Once you know where it is, it’s fine, but I think it would be much more user-friendly if BoldSign placed this option front and center on the dashboard.

Add signature

As I mentioned earlier, it takes a few extra clicks to actually get to the signature settings in BoldSign. Once you reach the ‘Manage Signature/Initials’ section, though, the process itself is smooth and straightforward.

You can either choose from pre-made styles, draw your own signature and even change its color, or upload an image file in PNG, BMP, or JPG format. The whole process takes only a few minutes, and once it’s done, you are ready to sign documents.

One limitation is that BoldSign only allows you to save one version of your signature and initials at a time. So if you often switch between different versions, you’ll need to manually replace it whenever you want to use another style.

Another small drawback I noticed is that the signature window in BoldSign feels a bit cramped. The signing box is small, and during testing, it even lagged slightly, which made the overall experience feel less refined.

Overall, the setup is quick and works fine, but the single-version restriction and the extra steps required to access the feature could feel inconvenient for some users.

Sign documents

I was very satisfied with how BoldSign handles the document signing process.

Under the Documents tab in the left sidebar, you’ll find options like ‘My Documents’ and ‘Team Documents’, which give you a clear overview of everything you’re working on.

Documents can be filtered into categories such as waiting for me, waiting for others, needs attention, completed, declined, or expired. Each file also comes with handy actions like adding tags, downloading, cloning, or exporting form data.

In the top right corner, there’s a ‘New Document’ button that opens the ‘Prepare Documents for Signing’ section with a single click.

This part really stood out to me for its clarity and ease of use. First, you upload a file either from your computer, cloud storage, or from existing templates. Then, in the next step, you move on to ‘Configure Fields’.

This section is highly intuitive. You simply drag and drop fields from the left sidebar onto your document, while the right sidebar provides additional editing and customization options. I especially liked how seamless it felt to prepare documents this way.

Before finalizing, you can use the ‘Preview’ option to double-check everything, and then click ‘Finish Signing’ to complete the process. The signed document is sent by email right away.

Templates

The Templates feature is another strong point I identified in the course of my BoldSign review.

By clicking on ‘Templates’ in the left sidebar, you get a clean overview of all available templates. Each one comes with its own set of actions that can be accessed with a single click, making it easy to edit, clone, share, or export.

Creating a new template is just as straightforward. In the top right corner, the ‘New Template’ button opens an interface very similar to the document creation flow. You can import a file from your computer, pull it from the cloud, or base it on an existing template.

From there, you can assign roles, add a document title, and configure additional options, just like when preparing a new document for signing.

Overall, the feature worked really well for me. It’s simple to set up, intuitive to use, and definitely saves time if you often send out the same type of documents. I found it very practical and it fit my workflow perfectly.

Bulk links/Bulk send

Unfortunately, I wasn’t able to properly test either Bulk Send or Bulk Links. Even though I was on the Business plan (free trial), it showed that I didn’t have access to them. According to BoldSign’s pricing page, both features are available as add-ons, billed at $0.25 per document.

This was a bit frustrating. Both features sound useful in theory, since they let you send one document to many recipients at once or generate a shareable link instead of manually adding signers. But I couldn’t verify how well they work in practice.

For small businesses, though, I’m not sure these tools would make a huge difference. They seem more designed for larger companies that need to send contracts or policies to many people at once.

If you only deal with a handful of clients or documents, the standard document workflow in BoldSign will probably be enough without paying extra for these add-ons.

Team management

I think for businesses, this feature can be very valuable. It allows you to add multiple team members under one account, assign them roles, and manage their permissions.

This way, different people in your organization can prepare, review, or sign documents depending on their responsibilities. Having everything centralized makes collaboration smoother and keeps document management organized.

Contacts

The Contacts feature allows you to add recipients directly within the app. This makes sending documents much smoother. Such contacts can include employees, clients, vendors, and more, so it works well for both personal and business use.

You can access your contacts from the left sidebar. Creating a new contact is straightforward: just click the “add new contact” icon in the top-right corner, fill in some basic information like name and email, and your contact is ready to use.

Once saved, you can quickly select contacts when sending documents, without typing their emails each time.

API (Application Programming Interface)

BoldSign offers API access for users who want to integrate its e-signature features directly into their own software, website, or applications.

This allows you to automate document workflows, such as sending documents for signature, checking signing status, or retrieving signed files, without opening the BoldSign app.

The API is especially useful for businesses that handle a high volume of documents or want to streamline internal processes.

Branding

BoldSign’s Branding feature is very useful for customizing the look of your emails and document signing pages. You can apply your brand colors, logos, and more. It even lets you set up multiple brands, so you can send contracts under different branding from the same account.

Creating a new brand is very straightforward. Just go to the left sidebar and click ‘Settings’ and then ‘create new brand’ icon to open a window with all the options. You can define the brand name, upload a logo, customize email and signer pages, choose colors, and more.

A preview panel on the right shows how emails and signer pages will look on both desktop and mobile, which makes it easy to see exactly how your branding will appear before sending.

BoldSign user interface

BoldSign has a clean interface. The left sidebar provides easy access to all key features, including Documents, Templates, Contacts, and Settings.

Creating, preparing, and sending documents feels intuitive thanks to clear buttons, drag-and-drop fields, and a consistent layout. The preview panels for both documents and emails help ensure everything looks right before sending, which adds to the overall user confidence.

One small drawback is that some options, like managing signatures, require a few extra clicks. While it’s not a major issue, it might slightly slow down new users until they get familiar with the layout.

BoldSign integrations

BoldSign integrates with Xero, Google Drive, OneDrive, and Dropbox. While these integrations cover essential cloud storage and business tools, they are somewhat limited compared to other e-signature platforms. However, for standard document signing and storage needs, they are usually enough.

There’s also an option to enable WhatsApp as a delivery method, so you can send documents for signature directly through the app. Keep in mind that WhatsApp is billed as an add-on at $0.10 per message.

Let’s see the pricing plans!

BoldSign pricing plans

Essentials plan

BoldSign offers a free Essentials plan for individuals or micro business owners. This plan is ideal for testing the platform and exploring its interface and navigation.

You can send up to 25 signature requests per month and create 2 templates. It also includes basic branding, audit trails, automated reminders, and mobile apps for Android and iOS.

Growth plan

The Growth plan increases the limit to 50 signature requests and 10 templates per user, and adds multiple custom brands, template sharing, dynamic field placement, cloud integrations, in-person signing, and team management.

It costs $5 per month per user when billed annually, or $15 per month per user with monthly billing. This plan is ideal for small to mid-size businesses that want more collaboration and workflow control.

Business plan

The Business plan is designed for larger organizations and offers unlimited signature requests and templates. Annual billing is $15 per month per user, or alternatively, $25 per month per user with monthly billing.

It includes advanced features such as signing groups, Single Sign-On, AI-powered field detection, HIPAA compliance, custom roles, and dedicated account support. Optional add-ons include bulk links, SMS authentication, ID verification, and WhatsApp signature requests.

Premium plan

The Premium plan is built for enterprises with unlimited users and higher document limits, including three thousand documents, with additional documents billed at $0.5 each. This plan includes all Business plan features, multiple custom brands, and every available add-on.

You can get it for $99 per month with the annual billing. The monthly billing is $138 per month.

Custom plan

For businesses with unique requirements, BoldSign provides fully customized pricing and solutions upon request.

API pricing

Lastly, BoldSign offers a separate Enterprise API plan for businesses that want to integrate e-signature workflows directly into their own applications or websites.

My experience with BoldSign

Using BoldSign for my own workflow has been a smooth experience.

Preparing and sending documents feels intuitive, and features like templates, contacts, and team management really save time on repetitive tasks. I also liked the branding options, which make emails and signing pages look polished and professional.

Overall, BoldSign is a practical and efficient e-signature tool for freelancers, small businesses, or anyone who wants to keep document signing simple and organized.

Pros and cons I found during my BoldSign review

Here’s an honest look at the pros and drawbacks I noticed while using BoldSign.

Pros of BoldSign

Firstly, BoldSign has a clean and simple interface, making it easy to navigate and keep track of your documents.

Secondly, its document preparation tools make signing and sending documents very efficient.

In addition, team management features let you assign roles and manage permissions, which is very helpful for businesses.

Furthermore, it offers a free Essentials plan, which is enough for basic needs, and all other pricing plans come with a one-month trial without requiring credit card details.

Finally, the pricing is reasonable, starting at $5 per user per month with annual billing, which makes it a good value for the features offered.

Cons of BoldSign

The only real drawback I found is that BoldSign only allows one saved signature and set of initials, which can be limiting if you want to use multiple styles like DocuSign or Xodo Sign allows.

Bulk Links are only available as an add-on with an extra payment.

BoldSign alternatives

If you are not sure whether BoldSign is the perfect e-signature solution for you, here are some alternatives:

• Xodo Sign (formerly known as Eversign): A popular e-signature platform.
• Dropbox Sign: A user-friendly e-signature tool.
• Signwell: An electronic signature software to sign documents and save time.
• PandaDoc: An app to create, approve, track, and sign documents.
• SmallPDF: A lightweight PDF editor that allows you to sign PDF documents easily.
• Foxit: An advanced PDF editor with e-signature features.

Wrap-up: BoldSign review

Even though BoldSign is still new compared to big names like DocuSign, I was surprised by how well it holds its ground. It’s easy to use, has everything you really need for handling signatures, and the pricing is much more budget-friendly.

For freelancers or small businesses, the free Essentials plan and the full month of free trial time are a big plus. Sure, DocuSign still feels more polished and comes with a long list of integrations, but for most day-to-day needs, BoldSign gets the job done without draining your budget.

As always, I will update this BoldSign review over time so you guys have up-to-date information about this e-signature platform.

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Have a question or suggestion? I’d love to hear from you. Feel free to reach out anytime at aronkantor@thebusinessdive.com.

Frequently asked questions

Is BoldSign legit?

BoldSign is a legitimate e-signature platform developed by Syncfusion, a well-established software company.

Is BoldSign legally binding?

Yes, documents signed with BoldSign are legally binding and comply with global e-signature laws, including ESIGN, UETA, and eIDAS.

Is BoldSign secure?

Yes, BoldSign is secure. It is SOC 2 Type 2 and GDPR compliant, with data hosted on Google Cloud and Microsoft Azure using AES-256 encryption. Follow this link to find more information about Boldsign’s security.

Disclosure: I only recommend products I would use myself, and all opinions expressed here are my own. This post may contain affiliate links that, at no additional cost to you, may earn a small commission. Read the full privacy policy here.