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BoldSign integration

E-signature software for sending, signing and tracking contracts and agreements. Connect BoldSign to OLODESK and use it in the apps and automations your business runs on.

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Category
Files & documents

Popular ways to use BoldSign

Start with one of these, or describe your own.

Contracts from your records

A BoldSign document goes out with the client’s details filled in, ready to sign by link.

Signed means the work starts

Once everyone has signed, the deal is marked won and the next steps begin.

Signed copies filed

Each signed document is saved to the client’s folder, ready when you need it.

How to connect BoldSign

  1. Request BoldSign

    In your portal’s Integrations tab, press Request access next to BoldSign. On Business Starter and Business Pro it’s ready within 24 hours. No account yet? Send a request.

  2. Connect your account

    Sign in to BoldSign, or paste the access key from your account.

  3. Describe what you need

    OLODESK builds it with you. Try it on real data before it goes live.

How integrations work

On Business Pro, you can also work with your BoldSign data in ChatGPT. AI on OLODESK

More files & documents apps

  • Google DriveFiles & documents

    Cloud storage for files and folders, with sharing and access from any device.

  • Google DocsFiles & documents

    Online documents for writing, editing and commenting together, saved to Google Drive.

  • DropboxFiles & documents

    Cloud file storage and sharing for teams, with folders, links and file requests.

  • PandaDocFiles & documents

    Proposals, quotes and contracts with templates, e-signatures and payment collection.

  • DocusignFiles & documents

    Electronic signatures for contracts, agreements and forms, with signing order and audit trail.

  • OneDriveFiles & documents

    Microsoft’s cloud storage for files and folders, with sharing and sync across devices.

See all files & documents apps

BoldSign integration FAQ

Do I need my own BoldSign account?

Yes. You connect the BoldSign account your business already uses.

Which plans include the BoldSign integration?

Business Starter and Business Pro. Press Request access next to it in your portal’s Integrations tab, and it’s ready within 24 hours.

Can I connect more than one BoldSign account?

Yes. Connect as many as you need and choose which one each system uses.

Put BoldSign to work

Start your Free trial, then request BoldSign on Business Starter or Business Pro.

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