Can the AI send documents without asking me?

No. Every send first shows up as a card in the chat, with the recipient and the document, and goes out only after you click Confirm.

Can clients sign right on my website?

No. Signing happens in BoldSign, through the email the client gets from it. Your website can explain the process and point to your contact page.

ProductivityBoldSign

Client signatures, right from your website chat

If you send clients contracts or quotes to sign with BoldSign, connect it to your website. The AI knows your templates and documents and helps you send them without leaving Studio.

Create your site for free Integrations

What you can do

An overview of your documents
Ask which documents are still waiting for a signature or who has signed, and the AI answers from BoldSign.
Send for signing after you confirm
Ask the AI to send a client a document from your templates. It shows up as a card with the recipient and document, and goes out only after you confirm.
A page that explains how you work
The AI writes the steps of working with you on your website, from quote to e-signature, based on the templates you really use.

What you can ask the AI

Examples to type in the chat once the app is connected to your website.

Which documents are still waiting for client signatures in BoldSign?
Send Arta Hoxha the service contract from the Standard Contract template.
Add a section to the How we work page saying the contract is signed online.

How to connect it

1
Step 1
Open Integrations
In Studio, open Integrations in the website where you want to use BoldSign and find it in the Browse tab.
2
Step 2
Click Connect
Click Connect, sign in to your BoldSign account in the window that opens and approve access. The connection applies to this website only.
3
Step 3
Ask the AI
In the chat, say what you need from BoldSign. The AI reads what it needs and asks for your confirmation before any action in the app.

You stay in control

The AI reads your data directly when it needs it, but anything that sends, changes or deletes something in the app waits until you confirm it in the chat. Your data stays private and never shows up on your website unless you ask for it.