BoldSign Blogs

  We are excited to introduce the BoldSign Developer Console, designed exclusively for developers, that provides valuable insight into BoldSign API requests and responses. This powerful tool empowers developers by monitoring API activity and providing essential details that can be used to optimize workflows and seamlessly integrate the BoldSign eSignature API. With the BoldSign Developer Console, you can effortlessly view and filter API requests, explore response details, analyze metadata, and even download logs for in-depth analysis. This helps you efficiently identify and resolve issues, saving time and enhancing your overall development experience. In this blog post, we will explore the capabilities of the BoldSign Developer Console and see how they enhance the developer experience. Enhanced visibility and transparency The Developer Console acts as a centralized dashboard, presenting developers with a detailed overview of API requests and responses...

  Managing digital documents efficiently is essential for organizations that prioritize regulatory compliance, data security, and operational clarity. BoldSign addresses this need with its automatic document deletion policy, a feature designed to streamline document lifecycle management. This policy allows users to automate the removal of documents that have reached specific statuses—such as completed, declined, revoked, or expired—after a defined retention period ranging from 14 to 1,827 days . In this blog, you’ll explore how the policy works, why it’s important, how to configure it, and answers to common questions to help you manage documents more efficiently with BoldSign. What is the Automatic Document Deletion Policy? BoldSign automatic document deletion policy allows users to automatically delete documents after a set retention period, based on the document status. This helps organizations manage document lifecycles efficiently while maintainin...

  We’re thrilled to share some exciting news—BoldSign has been recognized as a G2 Leader once again for the fall of 2025! This achievement is powered by the voices of our customers, and it reflects the trust businesses place in us to deliver secure, seamless, and scalable e-signature solutions. Our fall 2025 G2 badges This season, BoldSign earned six prestigious badges in G2’s Grid® Reports thanks to the feedback of our customers. Badges Why it matters Leader – Overall Recognized as a top choice for businesses of all sizes using e-signatures. Leader – Mid-Market Trusted by mid-sized companies for reliable and scalable solutions. Leader – Small Business Small businesses get enterprise-level features without complexity. Regional Leader – Asia Pacific (Small Business) Preferred by small businesses across the Asia-Pacific region. Regional Leader – EMEA (Small Business) A leading choice for small businesses in Europe, the Middle East, and Africa. Momentum Lea...

  In contract-driven workflows, timing isn’t just important; it’s critical. Whether you’re sending agreements after a proposal is approved, a payment is processed, or a project milestone is reached, delivering contracts at the right moment ensures smooth operations and professional communication. With the scheduled send feature in BoldSign, you can automate contract request timing. Instead of relying on manual reminders or last-minute actions, you define exactly when a document should be sent, and BoldSign takes care of the rest. This eliminates the risk of delays, forgotten follow-ups, or premature deliveries. By removing manual steps, you reduce errors and free up your team to focus on strategic work. The result? A more reliable, efficient, and scalable contract workflow. Scheduled sending is especially useful when: Contracts need to go out during non-working hours or across time zones. Legal or compliance requirements dictate specific delivery...

  Managing contracts manually can be time-consuming and prone to errors. In this webinar, Caroline Dolly from the BoldSign team demonstrated how to use Zapier to integrate BoldSign with Google Sheets, creating a fully automated contract workflow, no coding needed. If you missed the webinar, or would like to watch it again, the recording is posted to our YouTube channel and is embedded below the key benefits section. Highlights Overview of BoldSign and Zapier BoldSign provides secure, legally binding e-signature capabilities. Zapier connects apps to automate workflows without coding. Manual workflow challenges Copying client information from spreadsheets into templates, sending contracts, and tracking statuses manually can be overwhelming when managing dozens of clients daily. Automation setup with Zapier Zap 1: Triggered when a new row is added in Google Sheets. Automatically sends a BoldSign contract using a template. Zap 2: Tri...

  Ready to build seamless eSignature workflows in your .NET applications without starting from scratch? Join our upcoming webinar to learn how to implement complete eSignature workflows using the BoldSign SDK . no manual steps, just clean, production-ready code. Led by our Software Developer Harini Chellappa, this session is tailored for developers who want to build robust, scalable signing flows that integrate seamlessly into their existing .NET stack. Webinar details Date : September 24, 2025 Time : 10.00 AM ET Duration : 45 minutes + live Q&A Register : Sign up now to see how BoldSign SDK can streamline your .NET eSignature workflows—from document creation to final signature, all in code. What you’ll learn In this practical, developer-focused session, we’ll walk you through building complete eSignature workflows using the BoldSign .NET SDK: Creating and reusing templates: Learn how to design templates with fillable fiel...

  Tired of chasing signatures through endless emails or wrestling with complex integrations? What if you could let people sign documents directly on your website—no coding, no plugins, no hassle? With the BoldSign bulk link feature, you can embed secure, professional eSignatures on your WordPress site (or any platform) in minutes. Compliant with SOC 2, GDPR, PCI DSS, and HIPAA standards, BoldSign ensures your documents are safe and your workflows are seamless. Let’s explore how the bulk link feature works, why you’d want to use it, and how to set it up on WordPress. How bulk links work A bulk link is a single, reusable signing link designed for self-service document signing. You create a document with fillable fields (like name and signature), generate a public link, and embed it anywhere—on a webpage, in an app, or even behind a QR code. Each person who clicks the link enters their own details and signs the document. BoldSign automatically tracks...

You’re a sales representative for a thriving company, and you’ve just onboarded more than 100 new clients for your product. Now, each of these clients requires a contract or agreement. Sending these documents manually might be a time-consuming and labor-intensive task. But here’s where a real-life solution fixes this problem. By connecting BoldSign with Pipedrive through Zapier, you can automate contract management to accelerate the sales processes. This integration can be a game-changer for businesses dealing with a high volume of contract management. In this blog, I will guide you through the process of connecting BoldSign with Pipedrive through Zapier. Requirements To integrate BoldSign with Pipedrive through Zapier, you will need the following: A Zapier account A BoldSign account A Pipedrive account If you don’t already have a BoldSign account, you can sign up for a free trial now. Creating Zaps Follow these steps to cre...