BoldSign Launches Salesforce eSignature Integration

 

BoldSign now offers a direct eSignature integration for Salesforce. If your team already runs on Salesforce, you can now send documents for signature, track their status, and store signed copies, all without leaving your CRM.

This guide covers what the integration does, how to set it up, and what your team gains once it’s connected.

What the integration actually changes

Without an eSignature integration, document work sits outside Salesforce. Teams prepare files in one tool, send them through another, and then manually update CRM records once signing is done. Files land in the wrong place. Follow-ups get forgotten. Records fall out of sync.

With BoldSign connected, the full document workflow lives inside Salesforce. Sending a contract, checking its status, and storing the signed copy all happen from the same CRM screen your team already uses every day.

Key features of the BoldSign Salesforce integration

Send documents from any Salesforce record

Start a signing request from a Lead, Contact, Account, or Opportunity without leaving that record. Signer names and email addresses pull in from Salesforce automatically, so there is no need to copy data or switch between tabs.

Auto-fill documents using Salesforce data

Map BoldSign templates to Salesforce fields and documents fill themselves in before they are sent. Contact names, company details, deal values, and dates populate automatically, reducing preparation time and removing the risk of sending a document with missing or incorrect information.

Track signing status in real time

See whether a document has been sent, viewed, or signed directly from the Salesforce record. Your team always knows where each document stands without checking a separate tool, which makes timely follow-ups much easier to manage.

Store signed copies back to Salesforce automatically

Once signing is complete, BoldSign attaches the final PDF to the Salesforce record it was sent from. No manual upload is needed. The signed document and its audit trail are saved exactly where they belong.

Send one-off documents without a template

For documents that do not follow a fixed format, upload a file and send it for signature directly from Salesforce. This is useful for custom agreements, one-time approvals, or anything outside your standard document types.

How signing works step by step

1. Open a record in Salesforce

A team member opens any Opportunity, Lead, Contact, or Account and starts a signing request from within that record.

2. Select a template or upload a document

They choose a BoldSign template with mapped Salesforce fields, or upload a document for a one-time send. Mapped templates fill with Salesforce data automatically.

Salesforce Record

3. Confirm and send

They review the document and signer details, then send it. The signer receives a secure link by email.

4. Signer reviews and signs

The signer clicks the link and signs from any device. No account or software is needed on their end.

5. Status updates on the record

The signing status on the Salesforce record updates as the signer opens and completes the document.

BoldSign – Track Document Status

6. Signed PDF saves to Salesforce

Once all signatures are collected, the completed PDF is automatically attached to the Salesforce record.

Completed Documents

How to set up BoldSign in Salesforce

Setup requires no coding and is handled by a Salesforce admin. Most teams are ready to send documents on the same day they install the integration.

1. Enable Salesforce in your BoldSign account

Enable Salesforce integration in BoldSign by going to the Settings menu, opening Integrations, selecting Salesforce, and following the prompts to activate it.

Enable Salesforce

2. Install from Salesforce AppExchange

Find BoldSign on the Salesforce AppExchange and install it into your org following the standard AppExchange process.

BoldSign in Salesforce AppExchange

3. Connect your BoldSign account

Go to the BoldSign integration settings inside Salesforce and link your BoldSign account. New users can sign up for a free trial at this point.

Connect BoldSign into Salesforce

4. Assign user permissions

Set access for the team members who will send and manage documents. Permissions can be assigned by role to control who can send, view, and track documents.

Inviting Users

5. Map templates to Salesforce fields

Create your standard document templates in BoldSign and map them to the relevant Salesforce fields. Once mapped, those fields auto-fill every time a document is sent using that template.

Create Template
Prepare Template
Configure Template Field

Map the BoldSign field ID to Salesforce source field

6. Send your first document

Test the setup by sending a document from an Opportunity or Contact record, then roll out access to the rest of your team.

What this saves your team

Connecting BoldSign to Salesforce removes several manual steps from the document process. Sender spend less time on document preparation because Salesforce data fills templates automatically. Operations teams spend less time filing because signed copies are stored automatically. And everyone spends less time on follow-up because signing status is visible directly in Salesforce rather than buried in a separate inbox or tool. 

The result is a cleaner CRM, fewer dropped documents, and a shorter gap between agreement and signature with the BoldSign Salesforce integration.

Get started with BoldSign for Salesforce

If your team lives in Salesforce, signing should happen there too. BoldSign keeps sending, tracking, and saving signed documents inside the record, so deals move faster and nothing gets missed.

Install BoldSign from the AppExchange and start a free trial to send your first document today. If assistance is needed Request a demo or visit our Support Portal for quick help.

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Note: This blog was originally published at boldsign.com

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