BoldSign Reseñas y Detalles del Producto

I've been using BoldSign for about two months now to automate sending client proposals via their API, and it's been a solid find. The API is well-documented and straightforward to work with, which made integration pretty painless. Pricing is reasonable compared to other options I tried, and the few times I reached out to support they were responsive and helpful. I went through several e-signature solutions before landing on this one and BoldSign just fit my workflow better than the others. Reseña recopilada por y alojada en G2.com.

Still working my way through all the features after two months. There is a lot the platform can do and I haven't had time to explore all of it yet. Reseña recopilada por y alojada en G2.com.

I’ve been a long-time user of DocuSign, so switching platforms wasn’t something I took lightly. That said, I couldn’t be happier that our IT director introduced us to BoldSign.

The platform is very simple and intuitive to use, everything just makes sense without needing a lot of training or setup. It’s been a smooth transition for our team, and we’ve had zero issues getting up and running.

What really stands out is their customer support. Any time we’ve had questions or needed help, their team has been responsive, helpful, and easy to work with.

Overall, BoldSign has been a great switch for us, and I’d definitely recommend it to anyone looking for a reliable and user-friendly e-signature solution. Reseña recopilada por y alojada en G2.com.

the app is a little clunky. Not the most user friendly Reseña recopilada por y alojada en G2.com.

It’s user-friendly and easy to use, whether I’m on my phone or on a computer. I’m also glad there’s a mobile app version available. Customer service has been great, with quick responses and helpful follow-ups to make sure my questions and inquiries are fully resolved. Reseña recopilada por y alojada en G2.com.

I’d like the add-ons to be available across all tiers, not limited to only certain plans. I’d also like a feature that lets me create forms directly within Boldsign. Finally, it would be helpful if parts of the e-signature experience allowed users to set defaults—such as a default font or other items—so I don’t have to change those settings every time. Reseña recopilada por y alojada en G2.com.

The ease of use and the ability to get a document set up to send and sign quickly. Reseña recopilada por y alojada en G2.com.

Haven't had any dislikes through my use so far, it's does the job I need it to perfectly every time. Reseña recopilada por y alojada en G2.com.

I love that BoldSign helps me sign my documents easily and quickly, offering simplicity and versatility for free. It's become an essential part of my sales tools because it speeds up getting clients to sign quickly, saving time for my clients and, more importantly, for me. The copy-and-paste functionality for signature or initials boxes is great, allowing me to have the format ready as a sample for my next client. BoldSign is trusted by insurance and investment companies, which adds to its value as a reliable signing method. The initial setup was simple and easy. Reseña recopilada por y alojada en G2.com.

I always wonder if there is a way to sign by hand using your mouse and have a beautiful handwriting. I mean, to see that your pulse is not affecting your handwriting, avoiding the shakes in your lines. Reseña recopilada por y alojada en G2.com.

I love how BoldSign is super simple to set up. It's really easy to use, especially when setting up a form as a template and sending it out. The integration with HubSpot is one of the key reasons we chose BoldSign, as it allows us to easily prefill fields from HubSpot, which is great. Reseña recopilada por y alojada en G2.com.

Two things. 1. No access to BoldSign in HubSpot workflows. Being able to trigger BoldSign automatically would be fantastic! 2. Not able to automatically attach signed documents to records in HubSpot. We are leveraging a third-party app to do this and it's a hassle to set up. It would be great to attach the signed documents as a note once complete and a message saying it has been complete. Reseña recopilada por y alojada en G2.com.

I appreciate BoldSign for its ease of API connection, which is a big help. It's very easy to use for developers, ensuring that messages don't get lost in spam. I like that it works exactly how I need it to, and the ability to pre-fill the form based on client data without the recipient being able to edit the entries is very useful. The 'pay as I go' API plan is also favorable because it allows me to manage my expenses better. The initial setup was very easy compared to DocuSign. Reseña recopilada por y alojada en G2.com.

One aspect that would be helpful is regarding my specific API workflow. Pre-fill form, send to client #1, client #1 signs, then it passes to client #2 for signatures. At the moment it has to be done in a specific signing order. It would be easier if it sent to both client #1 and client #2 at the same time. But the pre-filled fields need to be assigned to a user, so if I try to send them to both at the same time, then one of the clients won't see the pre-filled entries. Reseña recopilada por y alojada en G2.com.

I like BoldSign because it automates the KYC process and standardizes the documents I get. The UI is very simple and straightforward, which aligns well with my use case, making it pretty easy to just start using. I also appreciate how BoldSign is much cheaper compared to other subscriptions while delivering the same product. Reseña recopilada por y alojada en G2.com.

I would be happy if they had no-code UI to build automation regarding more complex KYC scenarios and saving the completed documents. Yes, right now I need to use 3rd party app to fulfill my requirements. Reseña recopilada por y alojada en G2.com.

BoldSign is simple and intuitive. Before BoldSign, I had never heard of...let alone created bulk links before. Even I was able to set up bulk links...and without a tutorial. Our application of bulk links was for application document signatures for a large quantity of applicants. Using bulk links streamlined our application document signatures and submittals, cutting 1 week of work down to a day. Reseña recopilada por y alojada en G2.com.

It was honestly very challenging to come up with anything to critique. If anything, BoldSign could improve instructions/documentation concerning how, when choosing an already created template that contains required signatures for both Signer and Co-signer, a Co-signer signature can be removed. It is a little confusing when creating a new template for a form that requires signatures for Co-applicants (i.e. do I make 2 separate templates - one template for Signer and another one for Co-applicants?, OR do I create one template where Signer's signature is required (*), but Co-signer's signature is not required...but then again, I also require both signatures for Co-applicants, so..., etc.). I was able to figure out that you can remove a co-signature when using template you created with required signatures of co-applicants. However, this wasn't as clear as I feel it could have been. Reseña recopilada por y alojada en G2.com.

I like how BoldSign allows my customers at Toledo Jam Studio to sign rental agreements via email, making us look professional and up-to-date with technology. I appreciate the official timestamp feature for verifying when agreements were signed, and the ability to store signed documents online makes it easy to reference them later. The initial setup and learning curve were simple, which made it easy to get started. I am also pleased with BoldSign as the first service I found when searching for online signing capabilities, and I haven't looked back. Reseña recopilada por y alojada en G2.com.

It might be nice to be able to edit the original document in BoldSign. Reseña recopilada por y alojada en G2.com.