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BoldDesk + BoldSign Integration

Connect BoldSign to send, track, and manage eSignatures.

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Digital illustration of three documents with green signature icons linked to a browser window, hand icon points to center.

Why integrate BoldSign with BoldDesk?

  • Integrating BoldSign with BoldDesk allows you to: Manage e-signature workflows directly within BoldDesk.
  • Minimize delays by initiating e-signature requests during support interactions .
  • Ensure secure document handling within BoldDesk.
  • Attach signed contracts to relevant support tickets.

Send documents for eSignature

  • Attach documents to support tickets for quick access and context.
  • Send eSignature requests directly from BoldDesk using BoldSign.
  • Monitor signing status and finalize approvals without leaving your help desk platform.
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Document icon with person and text lines on orange folder, blue 'Signed' button, and magnifying glass with eye symbol.

View document details

  • Instantly see participants who are involved in the signing process, including names, email addresses, signer, and reviewer.
  • Track every action with precise timestamps from document creation to final signature.
  • Know at a glance whether a document is Awaiting Signature, In Progress, Signed, or Revoked.

Document revoke

  • Automatically inform all signers when a document is revoked from within the support ticket interface.
  • Revoked documents are logged with reasons and timestamps for future reference.
  • Clear status updates ensure customers and agents know the document is no longer active.
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Green ticket icon connected by dotted lines to white and blue documents, with hand cursor pointing at the blue document.

Manage multiple documents and recipients

  • Link several documents to a single ticket for complete context.
  • Reduce repetitive steps by dispatching the same document to several signers simultaneously.
  • Assign signers and reviewers across different roles in one streamlined process.

For more information on how to get started with the BoldSign integration

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Manage BoldSign Information in BoldDesk right arrow icon

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  • No credit card required
  • Easy setup
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