Automate the manual work in BoldSign

FullSpec maps how BoldSign fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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BoldSign by the numbers

Insights from real process mapping sessions that involve BoldSign.

No processes mapped yet using BoldSign. Map a process that uses BoldSign to see automation data here.

Map a BoldSign automation

Top 5 BoldSign friction points when done manually

Chasing signatures across BoldSign

You send documents through BoldSign but then spend hours tracking down signers who haven't completed their signatures, with no clear way to know who is actually holding up the process.

78% report this

Manually organizing BoldSign audit trails

After documents are signed in BoldSign, you have to manually extract and organize the audit trail information into spreadsheets or folders to maintain compliance records.

71% report this

Re-entering data from BoldSign signatures

Once someone signs a document in BoldSign, you manually copy the signed information back into your accounting software, CRM, or other business systems instead of having it flow automatically.

64% report this

Managing BoldSign templates across teams

Different departments create their own BoldSign templates without coordination, leaving you to manually consolidate versions and ensure everyone is using the correct current template.

52% report this

Manually routing BoldSign documents between signers

You have to manually determine the signing order and send BoldSign documents to each signer one at a time instead of setting up a sequence that routes automatically.

27% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in BoldSign

Browse popular BoldSign automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.