Send and Manage eSignatures Inside Salesforce
Stop switching tabs to get documents signed. With BoldSign, you can create, send, and track agreements directly from any Salesforce record.
- 30-Day Free Trial
- No Credit Card
Trusted by 50,000+ businesses worldwide
Available on Salesforce AppExchange
BoldSign works natively inside Salesforce, fitting seamlessly into your CRM security model and daily workflows. Install once and use it everywhere your team works in Salesforce.
How BoldSign works with Salesforce
See how the entire signing process moves from Salesforce to completion,
allowing your team to prepare, send, and monitor documents with ease.
Connect BoldSign and Salesforce.
Create templates and map your Salesforce fields.
Send for signature from Leads, Contacts, or Opportunities.
Track status and save signed copies back in Salesforce.
Simplified Salesforce Signing Process
Manage the entire signing process within your Salesforce and create, send, track, and collect signatures without switching tools.
Reusable templates
Create and manage signing templates in BoldSign and reuse them directly within Salesforce.
Map Salesforce fields
Map Salesforce fields such as Contact Name, Email, Account, Opportunity Amount, and Close Date to BoldSign template fields to auto-populate documents with accurate CRM data.
Flexible document sending
Use a template for repeatable workflows or upload a one-off custom document, ideal for sales, operations, or customer success teams.
Sign on any device
Recipients can review and sign documents from any desktop or mobile device. No BoldSign or Salesforce account required.
Sign anywhere, on any device
Recipients can review and sign documents from any desktop or mobile device. No BoldSign or Salesforce account required.
Auto-Save to Salesforce
Completed documents are stored in BoldSign and automatically saved to the corresponding Salesforce record, keeping your documents complete, organized, and easy to find.
Real-Time status tracking
View live status updates including Sent, Opened, Signed, Declined, or Expired directly from your Salesforce Leads, Contacts, Accounts, and Opportunities, giving your team full contract visibility.
User management
Invite Salesforce users to BoldSign and assign appropriate roles to manage access and permissions across your organization.
Legally Valid.
Fully Secure.
Always Compliant.
BoldSign meets top global standards like SOC 2, GDPR, HIPAA, and PCI DSS. Every signature is legally enforceable under the ESIGN Act, eIDAS, and global laws. With AES-256 encryption, your data stays protected from start to finish.
Why teams choose BoldSign
BoldSign is built to fit naturally into Salesforce, helping teams adopt eSignatures quickly without slowing down daily work.
Quick setup and launch
Get up and running in minutes with a simple installation that avoids long rollout cycles or complex configuration.
Clear and predictable pricing
Use straightforward plans that scale with your team and eliminate surprise costs as usage grows.
Built-for-Salesforce experience
Work inside familiar Salesforce screens so users adopt the tool quickly and use it consistently.
Enterprise ready security
Maintain strong security and compliance while keeping the signing experience simple for everyday users.
Frequently asked questions
Yes. BoldSign is available on the Salesforce AppExchange, meaning it has passed a rigorous security review and meets Salesforce's standards for trusted partner applications.
The Salesforce integration is available on our Business and Premium plans. You can start a free trial to test the full functionality.
- Business (yearly): $25/user/month total
- Premium (yearly): $120/org/month total
- Business (monthly): $35/user/month total
- Premium (monthly): $168/org/month total
This total includes both the BoldSign plan and the Salesforce add-on.
Yes. You can automatically map data from any field on a Salesforce record into your BoldSign templates to pre-fill information like names, dates, and amounts.
BoldSign integrates with Salesforce so you can prepare, send, and track eSignature requests without leaving the CRM. Documents stay connected to your existing workflow.
Yes. Existing BoldSign templates can be configured and reused within Salesforce. This helps teams stay consistent and reduces the time spent preparing frequently used documents.
No, signers don’t need a BoldSign or Salesforce account. They receive a secure link via email and can review and sign from any device without creating an account.
Yes. You can send a single document to multiple signers and control the signing order directly from Salesforce.
Sign up for your free trial today!
30-day free trial- No credit card required
- 30-day free trial
- No credit card required
