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BoldSign | E-Signature Solution for Salesforce
Send, sign & track contracts in Salesforce – Premium E-Signatures
- Business Need
- Customer ServiceContract Management
- Requires
- None
- Compatible With
- Sales CloudService Cloud
Send, sign, and track contracts in Salesforce with BoldSign. Get unlimited agreements, transparent pricing, and secure, compliant e-signatures — built for Salesforce CRM.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloperEssentials
App Details
- Version
- BoldSign/BoldSign 2.61 2.61.0
- Listed On
- 03/09/2026
- Latest Release
- 09/10/2026
- Supported FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.
- No LimitsLightning ReadyManaged PackageLightning App Builder
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 9Custom Tabs: 4Custom Apps: 1
- Lightning Components
- Global: 5App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Send, sign, and track contracts without leaving Salesforce. BoldSign helps you close deals faster with unlimited agreements, transparent pricing, and enterprise-grade compliance. Eliminate delays, reduce manual work, and keep every agreement secure. Built for Salesforce users. Manage agreements directly from Leads, Contacts, Accounts, Opportunities. Automate workflows, auto-fill templates with Salesforce data, track document status in real time, and save completed agreements back into Salesforce records. Key Features • Unlimited agreements, no envelope limits • Send directly from Salesforce records • Auto-fill templates with CRM fields • Real-time status: sent, viewed, signed, declined • Automate workflows with Salesforce Flows • Deliver via Email, SMS, or WhatsApp • Tamper-proof audit trail • SOC 2, HIPAA, GDPR & eIDAS compliant
Need help?
Syncfusion Inc
Morrisville, USA
We care about your experience with BoldSign — no matter which plan you choose. Our support team provides fast, friendly, and reliable assistance via email, live chat, and our support portal. You’ll also have access to a full knowledge base, FAQs, and step