How You Can Take Advantage of the BoldSign Free Trial
The BoldSign free trial gives individuals or businesses the opportunity to explore and experience the features and functionalities of our eSignature application without financially committing first. During the 30-day free trial period, users can access all the features available in the paid version of BoldSign. Once the trial period expires, users are required to subscribe to a paid plan if they wish to continue using the service.
In this guide, we’ll walk you through the BoldSign eSignature free trial, providing tips to make the most of this opportunity.
What you get with the BoldSign Trial plan
- Access to the complete set of features in the paid plans.
- You can add up to 25 users to your account and send a maximum of 250 documents.
- Users can create unlimited templates.
- Access to most features such as creating teams, templates, brands, and custom permissions.
- The trial plan has no specific limitations.
How to create a free trial account
Access the BoldSign application website. On the home page, click Free Trial in the top-right corner or just past the general description near the top. You will be redirected to the BoldSign Signup page.
You can sign up through your Google account, Microsoft account, or using an email address. Choose your preferred method. If you sign up using your email address, you’ll need to provide a valid email address and create a password.
Once you sign up, you will be directed to the Select Plan page, which shows our different subscription options: the Essentials, Growth, and Business plans.
The Essentials plan is free with limited feature access, whereas the Growth and Business plans are paid options. Before committing to a subscription, you can try out all the features available in the paid plans by using the free trial.
To initiate your free trial, click Start Free Trial. You will be redirected to the Dashboard page, where you can start exploring all the BoldSign features without any immediate financial commitment. The free trial can be obtained only once.
Getting Started with a BoldSign Trial Plan
Here’s how to get started and make the most of your BoldSign trial experience.
Explore the Dashboard
Upon logging in, you will be greeted by the BoldSign dashboard. This is your command center. Take a moment to familiarize yourself with the intuitive layout. Here, you can quickly access your documents, monitor signing progress, and set up new templates.
Create a new document and send it out for signature!
The easiest way to send your first document for signature is first to upload an existing file. Then, you just configure the required signature fields, fill in the recipient, and send it. For more details, you can refer to the BoldSign help articles or video tutorials, which provide a more comprehensive guide.
Create and use Templates
You can create templates for the documents which you often use repeatedly. The templates are created in the same way as regular documents, but instead of associating signature fields with people, we simply associate fields with roles. Using templates ensures that frequently used documents can be quickly prepared for signing, simplifying and expediting the signature process. You can refer to this blog for how to use the templates to save time and effort.
Explore All Features
The above mentioned features serves as a starting point for reference. For a comprehensive understanding of all our features, please refer to this page.
How to upgrade when the trial is over ?
Once your trial period ends, you can upgrade to either the Growth or Business plan, both of which are paid options. Simply click on the “Upgrade” button, enter your payment details, and click “Buy now”. Your payment will be processed, and your chosen plan will be activated immediately. For more details on upgrading to a paid plan after the trial, refer to our documentation on changing your current plan.
What happens when the trial period is over ?
Once the trial period expires, you will no longer be able to send documents, and both the documents and account data will be automatically deleted after 6 months. To avoid this, you can subscribe to a paid plan or switch to the Essentials plan.
Frequently Asked Questions
Conclusion
Thanks for taking the time to explore the BoldSign eSignature free trial guide. Your interest and engagement are truly appreciated. If you need any help or want to learn more about our services, feel free to schedule a demo or get in touch with our dedicated support team through our support portal.
Comments
Post a Comment