Configuring eSignature

BoldSales includes built-in eSignature capability powered by BoldSign, enabling you to send, track, and manage sales documents securely without leaving the application. Documents are sent for signature directly from BoldSales, eliminating the need to switch between tools or rely on external integrations.
This seamless and secure experience reduces manual effort, speeds up approvals, and helps your team close deals faster while maintaining a professional signing workflow.

Use cases

Get documents signed quickly

eSignature enables documents to be signed instantly from anywhere, reducing delays and accelerating workflows.

Make approvals easier

Approvals for quotes, proposals, or agreements can be completed digitally, simplifying the review and approval process across teams and customers.

Reduce manual paperwork

Businesses can avoid printing, scanning, and mailing documents while still collecting legally binding signatures for remote or cross-border transactions.

Accessing eSignature setup

To access the eSignature setup page:

1. Go to Setup from the left sidebar menu.
2. Navigate to Configure, Price, Quote (CPQ) > eSignature.

This section contains all settings for assigning and managing users, customizing eSign emails, and tracking usage.

Granting eSignature access to users

To grant eSignature to new users, follow these simple steps:

1. In the eSignature details page, click .
2. In the drawer, select or search for the users who need eSignature access.
3. Click to send the invitation.

Understanding the approval process

Once invited, users will receive an email requesting permission to send documents for e-signature on their behalf, the user has to approve the request by clicking on the button labelled Approve Request. After approval, users are redirected to log in to BoldSales. They also receive a confirmation email that includes:

• A link to revoke permission anytime.
• A link to sign up for a free BoldSign account to view all documents sent on their behalf.

Customizing eSign emails

The eSign emails are sent to recipients who may be customers or prospects when you share documents with them for signing. Customizing these emails helps you present a consistent brand experience and reassures recipients that the request is coming from your organization. You can update the visual styling of the eSign email to match your brand identity, including the email background color and action button color. The primary action button allows recipients to securely open and sign the document.

1. In the eSignature details page, under Customize signing emails, click Customize.
2. In the Customize Email Styling dialog, adjust the email background color, primary button color, and button text color as needed. This primary button is used to view the document sent to customers for the eSign.
3. Click Save to apply changes.

Managing users

In the eSignature details page, the eSignature seats section displays the number of assigned seats compared to the overall limit (for example, 3 of 10 seats assigned).
To manage users:

1. Click under the eSignature seats section, or
2. Go to the Manage users page directly.

The below images shows how to manage users in eSignature.

From here, you can perform actions such as resending invitations, revoking existing access, assigning more users, and filtering users by status.

Resend invitations

If a user’s status shows Pending consent, you can resend the invitation.

1. Click the more actions menu next to the user’s name and select Resend.
2. A confirmation message will appear:
   Are you sure you want to resend the verification email to this user?
   Click Resend to send the email or Cancel to discard the action.

Assign additional users

More users can be granted eSignature access anytime, as long as there are available pending seats.

Revoke eSignature access

You can revoke eSignature access for one or more users at the same time. Once revoked, users will no longer be able to send documents for eSigning.
To revoke access for an individual user,

1. Go to the Manage users page.
2. Check the box next to the user’s name and select Revoke from the bulk actions menu or click the more actions menu (…) next to the user’s name and select Revoke.
3. A confirmation message will appear:
   Are you sure you want to revoke this user’s access?
   Click Revoke to proceed or Cancel to discard the action. Once completed, the user’s status changes to Revoked.

To revoke access for multiple users,

1. Check the boxes next to the users’ names.
2. Click Revoke from the bulk actions menu.
3. Confirm the action when prompted.

Filter users by eSignature status

Use filters to quickly find users based on their eSignature status.

1. Click in the top-right section.

2. In the Filter drawer, choose a specific eSignature status such as Consent accepted, Pending consent, Consent denied, Revoked, or Failed.

3. Select All to view all users.

4. Click Apply to update the list.

The below image shows how to filter user in eSignature.

Tracking usage history

In the eSignature details page, the Current month document usage section displays the total number of documents sent via eSignature for that month, out of the overall limit. For example, it may show 10 documents sent of 20.
The Usage history page provides a detailed record of total number of documents sent within a specific date range. It shows which users sent the documents, their statuses (Active, Inactive, or Deleted), and the total number of documents they have sent.

You can also filter the usage history to view specific cycles or user statuses.

1. Click Filter in the top-right section of the Usage history page. This opens the Filter drawer.
2. Under Billing cycle range, select the date range you want to view.
3. Under User status, choose the status you want to filter by such as All, Active, Inactive, or Deleted.
4. Click Apply to display the filtered results.