What are the available add-ons across BoldSign plans?

BoldSign offers a variety of add-ons that help businesses enhance document delivery, signer authentication, compliance, and integration capabilities. The availability of add-ons varies by plan, allowing organizations to choose the features that best match their requirements.

Growth plan add-ons

Xero integration

Connect BoldSign with Xero to streamline document signing workflows related to accounting, invoicing, and financial operations.

Business plan add-ons

Bulk Links

Create a reusable signing link that can be shared with multiple recipients, making it ideal for forms, registrations, and consent documents.

Bulk Send

Send the same document to many recipients at once, reducing manual effort and improving efficiency.

Envelope via SMS

Deliver signature requests directly through SMS, helping recipients access documents quickly and conveniently.

Envelope via WhatsApp

Send signature requests through WhatsApp to provide a familiar and accessible signing experience.

ID Verification

Verify signer identities before signing to improve security and support compliance requirements.

Knowledge-Based Authentication (KBA)

Authenticate signers using security questions based on personal information for an additional layer of protection.

SMS Authentication

Require recipients to enter a one-time passcode sent via SMS before they can access and sign a document.

Qualified Electronic Signature (QES)

Enable legally compliant electronic signatures that meet advanced regulatory and security requirements.

Xero integration

Integrate BoldSign with Xero to automate document processes connected to accounting and finance workflows.

Salesforce integration

Connect BoldSign with Salesforce to automate document generation, signature requests, and status tracking within Salesforce CRM workflows.

Premium plan add-ons

The Premium plan supports the same add-ons available in the Business plan:

• Bulk Links
• Bulk Send
• Envelope via SMS
• Envelope via WhatsApp
• ID Verification
• Knowledge-Based Authentication (KBA)
• SMS Authentication
• Qualified Electronic Signature (QES)
• Xero integration
• Salesforce integration

API plan add-ons

Organizations using BoldSign APIs can extend their integrations with the following add-ons:

Bulk Links API

Generate reusable signing links programmatically for large-scale signing workflows.

Bulk Send API

Automate document distribution to multiple recipients through API-driven processes.

SMS Delivery and Authentication API

Send signature requests and verify recipients using SMS-based workflows.

WhatsApp Delivery API

Deliver signature requests through WhatsApp directly from integrated applications.

ID Verification API

Add identity verification checks to API-based signing processes for enhanced security.

Knowledge-Based Authentication (KBA) API

Verify signer identitiep using challenge-based authentication before granting document access.

Qualified Electronic Signature (QES) API

Support advanced compliance requirements by incorporating QES into API-powered signing workflows.

Xero integration

Connect API-driven document processes with Xero to automate accounting-related workflows.

Salesforce integration

Integrate BoldSign APIs with Salesforce to streamline and automate CRM-based document operations.

For more details on pricing, please refer to our pricing page.