BoldSign brings secure, legally binding e-signatures into your HubSpot CRM. Whether you're sending contracts, NDAs, proposals, or onboarding documents, BoldSign simplifies the process by auto-filling HubSpot data into your agreements — reducing errors, enabling real-time tracking, and automatically saving completed documents back to the corresponding HubSpot records.

From sales to legal to operations, your entire team can manage the entire agreement workflow — sending, signing, and storing — all within HubSpot.

Key features:

• Send documents directly from HubSpot – Initiate signature requests from Contacts, Companies, or Deals.

• Merge contact and deal data into templates – Auto-fill fields using HubSpot properties before sending.

• Automatically save completed documents – Signed agreements are saved back to the associated HubSpot record.

• Audit trails and compliance – Tamper-proof audit trails with SOC 2, HIPAA, GDPR, PCI DSS, and eIDAS compliance.

• Multi-signer support – Add multiple recipients with defined signing order or parallel signing.

• Flexible authentication – Verify signers using email, SMS, or identity verification.

• Custom branding – Personalize signing pages and emails with your brand’s logo and colors.

• Multi-channel delivery – Reach signers via Email, SMS, or WhatsApp to boost completion rates.