Why do I see the “Upgrade to unlock this feature” prompt?

In BoldSign, you may occasionally see a message that says, “Upgrade to unlock this feature". This prompt appears when you try to access a feature that is not included in your current subscription plan.

This article explains why you see this message, what it means, and what options are available to you.

Why do I see this prompt?

BoldSign offers multiple subscription plans, each with a defined set of features. When you attempt to use a feature that belongs to a higher-tier plan or an add-on that is not enabled, the “Upgrade to unlock this feature” prompt appears.

This message helps you:

• Understand that the feature is available, and it requires a plan upgrade or add-on.
• Decide whether the feature fits your workflow and needs.

Add-on features associated with this prompt

Here are some of the features are offered as add-ons and may trigger the upgrade prompt if they are not enabled in your current plan:

• Bulk Send
• ID Verification
• QES
• WhatsApp

Some of the features only available in higher tier plans

Here are some of the features are available exclusively in higher-tier subscription plans and require an upgrade when accessed from a lower plan:

• Group Contacts
• Email Customization
• AI based Auto field detection
• Individual Document Download
• Cloud Backup (Integrating Google Drive, OneDrive and Dropbox)
• Schedule Send

What happens if I don’t upgrade?

If you choose not to upgrade:

• Your current plan continues to work without interruption.
• You can keep using all features included in your existing subscription.
• Only the specific restricted feature remains unavailable.

This prompt does not affect your documents, account data, or ongoing workflows.

The “Upgrade to unlock this feature” prompt is a helpful notification that lets you know additional capabilities are available if you choose to upgrade. It does not impact your existing work and allows you to decide, at your own pace, whether an upgrade is right for your needs.

If you would like to proceed, click Upgrade Now in the prompt to review available plans and complete the upgrade. For more details about subscription plans, add-ons, or feature availability, you can also contact BoldSign Support or reach out to your account administrator for assistance.