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Why SOC 2 Certification Matters for E-Signature Platforms

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  E-signature platform providers operate in a high-risk area. This is due to the fact that they often handle legally binding documents, PII, financial data, and metadata on authentication. E-signature platforms are often considered critical vendors for companies that use them. This means it is essential to choose a software provider that maintains high standards for security and legal compliance. A SOC 2 report is one method to validate the security and compliance of an e-signature platform provider. It is a rigorous auditing procedure developed by the American Institute of CPAs (AICPA) that ensures service providers manage data securely to protect the interests of their clients and the privacy of their clients’ customers. In this blog, we will explore what customers should verify beyond just “does the provider have a SOC 2 report?” and outline some key items customers should pay attention to when evaluating an e-signature software provider. What is an e-signature An electronic sig...
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Introducing BoldSign’s Twitter QR Code Generator

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  Reaching your Twitter (X) profile should be quick and effortless for your audience. A Twitter QR code makes that possible by eliminating the need to search for usernames or type links manually. With a single scan, anyone can open their profile, tweet, or campaign page instantly. This simple, scannable code helps you showcase your Twitter presence across business cards, product packaging, menus, posters, flyers, and event displays, making it easier for people to discover, follow, and interact with you in seconds. Using BoldSign’s free Twitter QR Code Generator , you can transform any Twitter link into a ready‑to‑use QR code within moments with no sign‑up required, no watermark added, and no tracking involved. This guide walks you through everything you need to know, from what a Twitter QR code is to how to create, customize, and use it effectively. What is a Twitter QR code A Twitter QR code is a scannable code that links directly to a Twitter profile, making it easy for anyone to...
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Stop Chasing Signatures: BoldSign Is Now on the HubSpot Marketplace

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 Let’s be honest: nothing kills the momentum of a deal like a “Where’s the contract?” email thread. You’ve already done the hard work in HubSpot, nurtured the lead, booked the meetings, and aligned the stakeholders. The last thing your team needs is a disconnected signing process that slows everything down.  That’s why we’re excited to announce that BoldSign is now available on the HubSpot Marketplace . With BoldSign for HubSpot, teams can send, sign, track, and store agreements directly inside HubSpot without switching tabs or relying on manual workarounds. It’s a faster, cleaner way to manage eSignatures for proposals, quotes, contracts, NDAs, onboarding documents, and more.  Why this launch matters  Sales teams move faster when everything happens in one place. When your contract workflow lives outside your CRM, it creates unnecessary delays, repetitive admin work, and limited visi...
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BoldSign Collaborative Fields for Accurate Multi‑Signer API Workflows

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  Collecting accurate input from multiple signers becomes challenging when the same terms must be agreed upon by more than one party. In API-driven eSignature workflows, this often leads to duplicated fields, manual reconciliation, or custom validation logic, adding complexity and increasing the risk of errors. Collaborative fields in BoldSign, available through the API, solve this. They make it easier to collect agreed-upon values for budgets, addresses, comments, or project details in multiparty signing workflows. What are collaborative fields in BoldSign and how do they work via API Collaborative fields in BoldSign allow multiple signers to edit the same form field during a signing workflow. Instead of each signer only completing their assigned fields, collaborative fields let authorized participants change shared information before a document is fully executed. When used through the API, collaborative fields are configured within the field definition using the collaborationSett...
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