boldsign.com

# BoldSign

Website: https://boldsign.com

> Secure eSignature platform for sending, signing, and managing documents with APIs, web apps, and mobile apps.

BoldSign helps businesses and developers automate document workflows with legally binding signatures, real-time tracking, workflow automation, and enterprise-grade compliance.

## Documentation & Developers

- [Developer Documentation](https://developers.boldsign.com/): Complete API reference, guides, authentication, webhooks, SDKs, and code samples.
- [Getting Started](https://developers.boldsign.com/api-overview/getting-started/): Quickstart guide for integrating BoldSign APIs.
- [SDK Documentation](https://developers.boldsign.com/api-overview/client-libraries/): SDKs for .NET, Java, PHP, Node.js, and Python with installation guides and examples.
- [OpenAPI Specification](https://api.boldsign.com/swagger/v1/swagger.json): Machine-readable API specification for all REST endpoints.
- [eSignature API](https://boldsign.com/esignature-api/): Overview of BoldSign's API capabilities and integration use cases.
- [Webhook Documentation](https://developers.boldsign.com/webhooks/introduction/): Configure and manage webhooks to receive real-time event notifications from BoldSign.
- [Postman Collection](https://developers.boldsign.com/api-overview/api-in-postman/): Explore and test BoldSign APIs using the Postman collection.
- [Developer Sandbox](https://developers.boldsign.com/api-overview/developer-sandbox-account/): Test BoldSign API integrations in a sandbox environment without affecting production data.

## Product

- [BoldSign](https://boldsign.com/): Product overview, capabilities, workflows, and platform benefits.
- [Why BoldSign](https://boldsign.com/why-boldsign/): Platform advantages, compliance, security, and differentiators.
- [Pricing](https://boldsign.com/electronic-signature-pricing/): Subscription plans, feature comparison, and usage limits.
- [Mobile App](https://boldsign.com/esignature-mobile-app/): Scan, send, and sign documents from iOS and Android.

## Features

- [Features Overview](https://boldsign.com/electronic-signature-features/): Complete overview of signing, tracking, templates, and automation capabilities.
- [Templates](https://boldsign.com/electronic-signature-features/templates/): Create reusable templates for recurring document workflows.
- [Bulk Send](https://boldsign.com/electronic-signature-features/bulk-send/): Send personalized documents to multiple recipients at scale.
- [Signer Identity Verification](https://boldsign.com/electronic-signature-features/signer-identity-verification/): Verify signer identity with authentication and validation options.
- [In-Person Signing](https://boldsign.com/in-person-signing/): Collect signatures during face-to-face interactions on a shared device.
- [Embedded Signing](https://boldsign.com/embedded-signatures/): Embed signing experiences directly into your applications and workflows.
- [Branding](https://boldsign.com/electronic-signature-features/branding/): Customize the signing experience with your own branding and visual identity.
- [Bulk Links](https://boldsign.com/electronic-signature-features/bulk-links/): Send eSignature requests using reusable links for multiple recipients.

## AI & Automation

- [AI-Powered eSignature](https://boldsign.com/ai-powered-esignature-software/): Overview of BoldSign AI features for signing and document workflows.
- [AI Form Field Detection](https://boldsign.com/esignature-ai-form-field-detection/): Automatically detect and place form fields on documents.
- [MCP AI Assistant](https://boldsign.com/mcp-ai-esignature-assistant/): Manage signing workflows through an MCP-based AI assistant.
- [AI Search](https://boldsign.com/electronic-signature-features/ai-search/): Find documents using natural language search.
- [AI Insurance Claim Agent](https://boldsign.com/ai-esignature/ai-insurance-claim-agent/): AI agent for insurance claim intake and eSignature workflows.
- [AI Lease Signing Agent](https://boldsign.com/ai-esignature/ai-lease-signing-agent/): AI agent for lease signing workflows.
- [AI Patient Check-In Agent](https://boldsign.com/ai-esignature/ai-patient-check-in-agent/): AI agent for patient check-in forms and consent.
- [HR Onboarding Assistant](https://boldsign.com/ai-esignature/hr-onboarding-assistant/): AI agent for employee onboarding documents.
- [Legal Ops Assistant](https://boldsign.com/ai-esignature/legal-ops-assistant/): AI agent for legal operations workflows.
- [Change Order Approval Agent](https://demos.boldsign.com/mcpagent/change-order-agent/): Live demo of an AI agent that turns a plain-language change description into a change order signing request.

## Integrations

- [All Integrations](https://boldsign.com/integrations/): Directory of available integrations and automation platforms.
- [Zapier Integration](https://boldsign.com/integrations/zapier/): Connect BoldSign with thousands of applications using Zapier.
- [Google Drive Integration](https://boldsign.com/integrations/google-drive/): Store and manage signed documents in Google Drive.
- [OneDrive Integration](https://boldsign.com/integrations/onedrive/): Automatically store signed documents in OneDrive.
- [Dropbox Integration](https://boldsign.com/integrations/dropbox/): Automatically store signed documents in Dropbox.
- [Salesforce Integration](https://boldsign.com/integrations/salesforce-esignature/): Generate, send, and track agreements from Salesforce.
- [HubSpot Integration](https://boldsign.com/integrations/hubspot-esignature/): Automate contract and customer workflows inside HubSpot.
- [Power Automate Integration](https://boldsign.com/integrations/power-automate/): Automate document signing workflows with Microsoft Power Automate.
- [Xero Integration](https://boldsign.com/integrations/xero/): Sync Xero contacts into BoldSign for faster document preparation.

## Solutions

- [Solutions](https://boldsign.com/solutions/): Business and industry use cases for electronic signatures.
- [Enterprise](https://boldsign.com/esignature-for-enterprise/): Scalable eSignature solution with advanced administration and security controls.
- [Small Business](https://boldsign.com/e-signature-software-for-small-business/):Fast, affordable eSignatures for small teams, with no hidden costs or locked-away features.
- [Individuals](https://boldsign.com/esignature-for-individuals/): Simple and affordable document signing for individual users and freelancers.
- [Startups](https://boldsign.com/esignature-for-startups/): Secure eSignatures built for fast-moving startups that need speed, affordability, and room to scale.
- [Construction](https://boldsign.com/solutions/esignature-for-construction/): eSignatures for change orders, work orders, subcontractor agreements, lien waivers, and closeout forms, with no-account signing for subcontractors.

## Construction

- [What Is a Change Order? How AI Gets One Signed in Minutes](https://boldsign.com/blogs/approve-change-order-by-chat/): What a change order records and how an AI agent gets one signed.
- [Unsigned Change Orders Are Unpaid Work](https://boldsign.com/blogs/unsigned-change-orders-unpaid-work/): Three ways an unsigned change order costs a contractor money.
- [How to Build a Change Order Agent](https://boldsign.com/blogs/build-change-order-agent-construction/): Four-step guide to building a change order agent on the BoldSign MCP server.
- [What Is a Lien Waiver? Conditional vs Unconditional](https://boldsign.com/blogs/lien-waivers-explained/): What a lien waiver must state and how the four statutory types differ.
- [Home Improvement Contract Scams: 7 Red Flags](https://boldsign.com/blogs/spot-home-improvement-contract-scams/): Warning signs to check and how to verify a contractor before signing.
- [WDC Solar](https://boldsign.com/customer-stories/debra-lyles/): How a solar contractor simplified contract workflows with eSignatures.
- [Paraclete Landscape](https://boldsign.com/customer-stories/kevin-rodriguez/): How a landscape contractor sends contracts faster with a more professional client experience.

## Alternatives & Comparisons

- [DocuSign Alternative](https://boldsign.com/docusign-alternative/): How BoldSign compares to DocuSign on features and pricing.
- [DocuSign API Alternative](https://boldsign.com/alternatives/docusign-api/): Compare BoldSign with the DocuSign API for electronic signature integrations and developer workflows.
- [DocuSign PowerForms Alternative](https://boldsign.com/docusign-powerforms-alternative/): Compare BoldSign with DocuSign PowerForms for reusable document signing workflows.
- [Adobe Acrobat Sign Alternative](https://boldsign.com/alternatives/adobesign/): Compare BoldSign with Adobe Acrobat Sign on electronic signature features, pricing, and capabilities.
- [Dropbox Sign Alternative](https://boldsign.com/alternatives/hellosign-dropbox-sign/): Compare BoldSign with Dropbox Sign for electronic signature workflows and features.
- [Dropbox Sign API Alternative](https://boldsign.com/alternatives/hellosign-dropbox-sign-api/): Compare BoldSign with the Dropbox Sign API for electronic signature integrations and developer workflows.
- [PandaDoc Alternative](https://boldsign.com/alternatives/pandadoc-alternative/): Compare BoldSign with PandaDoc on electronic signatures, workflows, and pricing.
- [SignNow Alternative](https://boldsign.com/alternatives/signnow-alternative/): Compare BoldSign with SignNow on electronic signature features and capabilities.
- [Yousign Alternative](https://boldsign.com/alternatives/yousign-alternative/): Compare BoldSign with Yousign on electronic signature features and workflows.
- [All Comparisons](https://boldsign.com/alternatives/): Compare BoldSign against DocuSign, Adobe Acrobat Sign, SignNow, PandaDoc, Dropbox Sign, Yousign, and the DocuSign and Dropbox Sign APIs.


## Compliance & Security

- [TX-RAMP Level 2](https://boldsign.com/tx-ramp-level-2/): TX-RAMP Level 2 certification, ID TX1655099, for cloud services handling confidential Texas state agency data. Listed on the Texas DIR register of certified cloud products and certified through 11 January 2029.
- [SOC 2](https://boldsign.com/soc2-overview/): SOC 2 Type 2 audit covering security, availability, processing integrity, confidentiality, and privacy controls. Report available on request.
- [HIPAA](https://boldsign.com/hipaa-overview/): HIPAA compliant eSignature workflows and Business Associate Agreement availability for organizations handling protected health information.
- [GDPR](https://boldsign.com/gdpr-overview/): Data privacy and GDPR compliance information for personal data processed by BoldSign.
- [PCI DSS](https://boldsign.com/security-policy/#PCIDSSCertification): PCI DSS compliance covering the handling of payment card data.
- [Signer Authentication](https://boldsign.com/electronic-signature-features/signer-authentication/): Access code, email OTP, SMS OTP, knowledge-based authentication, and government ID verification for signers.
- [NIST 800-53](https://boldsign.com/nist-800-53-overview/): Alignment with the NIST 800-53 security and privacy control catalogue.
- [Security Policy](https://boldsign.com/security-policy/): Security architecture and AES-256 encryption.
- [Data Residency](https://boldsign.com/data-residency-compliance/): Customer-selected data storage in the US, EU, Canada, or Australia.
- [Qualified Electronic Signatures (QES)](https://boldsign.com/qes-overview/): QES support under eIDAS through a qualified trust service provider.
- [eIDAS Simple Electronic Signatures](https://boldsign.com/simple-electronic-signature-compliance/): SES, AES, and QES signature levels under the eIDAS regulation.
- [UETA and ESIGN Act](https://boldsign.com/ueta-and-esign-act-compliance/): Compliance with US federal and state electronic signature laws.
- [Subprocessors](https://boldsign.com/subprocessors/): Third parties involved in processing customer data.
- [DPA](https://boldsign.com/dpa/): Data Processing Addendum, incorporated into the BoldSign Terms of Use.
- [Legal Center](https://boldsign.com/legalcenter/): Central index of BoldSign legal, security, and compliance documents.

## Resources

- [Blog](https://boldsign.com/blogs/): Product updates, industry insights, tutorials, and best practices.
- [Free Tools](https://boldsign.com/free-tools/): Free utilities and document-related productivity tools.
- [Customer Stories](https://boldsign.com/customer-stories/): Case studies and customer success stories.
- [Knowledge Base](https://support.boldsign.com/): Help articles, troubleshooting guides, and product documentation.
- [BoldSign Status](https://status.boldsign.com/): Check the current operational status and availability of BoldSign services.

## FAQ

### What is BoldSign?

BoldSign is a secure electronic signature platform for sending, signing, tracking, and managing documents online.

### Is BoldSign legally valid?

Yes. BoldSign supports compliance with major electronic signature regulations, including the ESIGN Act, UETA, and eIDAS, making signatures legally enforceable in the U.S., EU, and other jurisdictions.

### Does BoldSign provide APIs?

Yes. BoldSign provides REST APIs, SDKs for .NET, Java, PHP, Node.js, and Python, webhooks, embedded sending and signing, a free developer sandbox, and an OpenAPI specification.

### Does BoldSign support templates?

Yes. BoldSign templates let you save frequently used contracts as ready-to-send documents, reducing manual setup for recurring workflows.

### Can I automate document workflows?

Yes. BoldSign supports automation through APIs, webhooks, templates, and integrations with tools like Salesforce, HubSpot, and Zapier.

### Does BoldSign use AI?

Yes. BoldSign offers AI form field detection, AI document search, and an MCP-based AI assistant for automating eSignature workflows.

### Is BoldSign a DocuSign alternative?

Yes. BoldSign provides electronic signatures, workflow automation, integrations, compliance features, and developer APIs at a lower cost than DocuSign.

### Is BoldSign safe?

Yes. BoldSign is SOC 2 Type 2 audited, TX-RAMP Level 2 certified, and HIPAA, GDPR, and PCI DSS compliant. Documents are protected with layered encryption: encrypted at the service level and again at the infrastructure level using AES-256. Every document carries an audit trail recording each action with user details, IP address, and timestamp.


### Is BoldSign SOC 2 Type 2 certified?

Yes. BoldSign has completed a SOC 2 Type 2 audit and maintains compliance with its standards. A Type 2 report tests whether controls operated effectively across a period of time rather than at a single point. The report is available on request through the BoldSign compliance request form.

### Is BoldSign HIPAA compliant, and will BoldSign sign a BAA?

Yes. BoldSign supports HIPAA compliant eSignature workflows and a Business Associate Agreement is available. The BAA is reviewed and accepted directly in the BoldSign account. Supporting controls include signer authentication, role-based access, two-factor authentication, IP restriction, encryption in transit and at rest, and a full audit trail.


### Where is BoldSign data stored?

BoldSign operates data centers in the United States, the European Union, Canada, and Australia. You choose which region stores and processes your data.

### How does BoldSign verify signer identity?

BoldSign supports access code, email OTP, SMS OTP, knowledge-based authentication, and ID verification. KBA verifies US-based signers by asking security questions generated from public-record personal information, such as current or previous addresses. ID verification checks a government-issued ID against a live selfie, powered by Stripe Identity. KBA and ID verification are available as add-ons.

## MCP Server

- [MCP Endpoint (US)](https://mcp.boldsign.com/mcp): Base URL for the US region, letting AI agents send and manage eSignature requests using the Model Context Protocol. EU, Canada, and Australia accounts use a different regional endpoint, listed in llms-full.txt.
- [MCP Metadata](https://boldsign.com/.well-known/mcp.json): MCP server discovery configuration.
- [MCP Server Documentation](https://developers.boldsign.com/boldsign-mcp-server/overview/): Technical reference for connecting an AI agent to BoldSign via MCP. Free to test in the API sandbox; sending live documents requires an Enterprise API subscription, with no separate MCP fee.
- [BoldSign Assistant MCP](https://developers-mcp.boldsign.com/mcp): Documentation-only MCP server for coding assistants (VS Code, Cursor, Claude Code). Answers questions about BoldSign's API and scaffolds integration code; does not send documents or touch live data.


## Extended Content

- [Full Documentation](https://boldsign.com/llms-full.txt): Detailed product information, implementation guides, expanded FAQs, and additional resources.