BoldDesk + BoldSign Integration
Connect BoldSign to send, track, and manage eSignatures.
Why integrate BoldSign with BoldDesk?
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Integrating BoldSign with BoldDesk allows you to: Manage e-signature workflows directly within BoldDesk.
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Minimize delays by initiating e-signature requests during support interactions.
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Ensure secure document handling within BoldDesk.
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Attach signed contracts to relevant support tickets.
Send documents for eSignature
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Attach documents to support tickets for quick access and context.
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Send eSignature requests directly from BoldDesk using BoldSign.
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Monitor signing status and finalize approvals without leaving your help desk platform.
View document details
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Instantly see participants who are involved in the signing process, including names, email addresses, signer, and reviewer.
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Track every action with precise timestamps from document creation to final signature.
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Know at a glance whether a document is Awaiting Signature, In Progress, Signed, or Revoked.
Document revoke
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Automatically inform all signers when a document is revoked from within the support ticket interface.
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Revoked documents are logged with reasons and timestamps for future reference.
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Clear status updates ensure customers and agents know the document is no longer active.
Manage multiple documents and recipients
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Link several documents to a single ticket for complete context.
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Reduce repetitive steps by dispatching the same document to several signers simultaneously.
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Assign signers and reviewers across different roles in one streamlined process.
Test out all the features of BoldDesk
Start your 15-day free trial with instant access
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No credit card required
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Easy setup
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80% AI Agent Automation
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100+ Rich Features
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No credit card required
-
Easy setup
-
80% AI Agent Automation
-
100+ Rich Features
