How to request a BoldSign demo and get your questions answered live?

BoldSign makes secure document signing simple for businesses, developers, and non-profits. Whether you need the Web App for everyday workflows or the API for automation, requesting a demo is quick, easy, and commitment-free. In just 30 minutes, a BoldSign expert will guide you through the features you care about most, answer your questions, and show real-time capabilities tailored to your organization.

What is a demo?

A BoldSign demo is a live session where our team:

• Explains features based on your needs.
• Answers technical and pricing questions.
• Demonstrates workflows for Web App, API, or non-profit setups.

Information you need to provide

Before requesting a demo, prepare these details so we can tailor the session to your needs:

Steps to request a demo

1. Visit the BoldSign Demo Page.
   • Go to https://boldsign.com/request-demo/
   • Alternatively, you can visit Contact Us - BoldSign and request a demo by mentioning it in the message section of the Contact Our Team form.
2. Fill Out the Form.

   • Enter your name, email, and phone number.

   • In Tell us how we can help you, specify:

     • Whether you need the Web App, API, or both.
     • Features you want to see.
     • Pricing or non-profit queries.
     • Any questions for the session.
     • Organization details (e.g., Cubeflakes with 5 branches and 5 users under one account)

3. Complete reCAPTCHA and Submit.

   • You’ll receive a confirmation email with your scheduled slot.

4. Prepare for the Session.

   • Arrange your questions in advance.
   • Make sure your video setup is working.
   • If your demo includes API features, you can review the API documentation beforehand.

Next steps after your demo

• Explore Features: Review what was covered and ask follow-up questions.
• Start Free Trial: Test BoldSign with a 30-day trial or API sandbox.
• Subscribe to a Plan: If the trial meets your needs, upgrade to the plan that fits your workflow.
• Missed Something? Contact support via the BoldSign support portal or schedule another demo for clarification.

Example of a prepared demo agenda

1. Web app demo request

What you want us to help with:
We are Brightwave, a consulting firm managing eSignatures for client agreements and HR documents. We have 10 users split into 2 main accounts—each account for 5 users. Please show us how documents can be shared between these accounts.
Demo focus:

• Sending and managing documents.
• Creating and using templates.
• Bulk document workflows.
• HIPAA compliance.
• Security authentication.
• Post-signing proof and audit trails for dispute resolution.
• Branding options for emails and signing pages.

2. API demo request

What you want us to help with:
We are TechSphere, automating eSignature workflows for client contracts and sales agreements. We have 3 users who will be account holders within the same organization account.
Demo focus:

• Integration with Zapier to automate eSignature request creation via Google Sheets, Airtable, and Salesforce.
• Authentication and security best practices.
• Webhooks for real-time status tracking.
• SDK examples for .NET and Node.js.
• Pricing for API envelopes and supported integrations.

3. Non-Profit demo request

What you want us to help with:
We are Community Aid Network, a non-profit supporting families across 8 regional chapters. We want to digitize volunteer agreements and donor pledges using BoldSign’s Web App.
Demo focus:

• Creating and sending documents via the Web App.
• Using templates for volunteer agreements and donor pledges.
• Bulk sending options.
• Delivering signed copies to all involved parties for compliance.
• Authentication and legal proof.
  Pricing details requested:
• Setup and support fees.
• Non-profit discounts (e.g., free Growth Plan or 50% off Business and Premium plans).