BoldSign vs. DocSales Comparison


BoldSign Syncfusion	DocSales	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Foxit Document Workflow APIs Foxit provides a powerful suite of cloud-native APIs that help organizations automate, secure, and modernize document workflows. Built on scalable REST architecture, Foxit APIs enable developers to generate, convert, extract, sign, and display documents directly within applications—eliminating manual processes and accelerating digital operations. The Foxit PDF Services API supports high-volume PDF automation, including conversion, extraction, optimization, and redaction. The Document Generation API creates dynamic PDFs and DOCX files from templates and real-time business data. The Foxit eSign API embeds legally binding eSignature workflows with full audit trails and compliance support. The PDF Embed API delivers customizable in-app PDF viewing, annotations, and secure access controls. Together, Foxit APIs provide a secure, scalable foundation for end-to-end document automation and digital transformation. 8 Ratings Visit Website Centrex Software Our powerful Customer Relationship Management (CRM) software can help you increase your team’s productivity, generate more revenue, and improve engagement with your clients. Manage your advance/loan portfolio. Integrated with ACH processors. Includes syndicate reporting and broker portal. Send email and text campaigns, send/receive SMS messages to clients, track email opens, and more. Send any document out for electronic signature with ClixSign®. See when documents are viewed and signed by up to 8 signers. Give your customers access to a branded portal to upload documents, view messages, track balances/payments, and more. State-of-the art contact and deal management software gives you the full picture of your entire pipeline. Centrex Software offers custom software development solutions. We help customers build web and mobile applications for any purpose. 18 Ratings Visit Website Adobe Acrobat Adobe Acrobat Studio is a leading enterprise document platform built to scale for global teams — delivering AI-powered document intelligence, trusted PDF tools, and on-brand content creation in one secure solution. Core capabilities include PDF creation, editing, conversion, annotation, redaction, e-signatures, and fillable forms. AI Assistant enables conversational document intelligence across PDFs, Word docs, spreadsheets, and more — surfacing summaries, key insights, and source-linked citations for verified, audit-ready answers. PDF Spaces organizes files, collaboration, and context into centralized knowledge hubs. The Generate Presentation feature transforms any document into a polished, branded deck using AI and Adobe Express templates. Enterprise-grade encryption, admin controls, and compliance workflows support secure document sharing and high-volume document processing at scale — across Legal, Finance, HR, Sales, and more. Available on desktop, web, and mobile. 8,459 Ratings Visit Website Invoice Home Choose from hundreds of beautiful invoice templates to create and send custom invoices. Add a professional touch to your invoices by uploading your business logo. Add a personal touch with your own signature. Keep track of invoices on both desktop and mobile devices. Get paid instantly when using one of the supported payment gateways. Go green and avoid printing invoices on paper by emailing them directly to your customers. Creating an account is free and there is no cost for invoicing a combined total of $1000 worth of invoices every 30 days. Sign up today and start invoicing easier with Invoice Home. 5,713 Ratings Visit Website Titan Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes. 378 Ratings Visit Website HR Partner HR Partner is a simple, all-inclusive online HR Management system for businesses with 20 to 500+ employees. It gives you everything you need to manage your HR processes and reduce the time spent on HR administration tasks. HR Partner includes: - Employee Records Management One secure place to store contact data, files, reviews, assets, and more - Leave Requests, Accruals & Approvals A simple, transparent process for employees and admin users - Onboarding & Training Checklists Assign a set of tasks for employees to check off, read, sign, upload or watch - Recruitment and Applicant Tracking Publish jobs and manage applicants with a visual tracking system - Employee Portal Empower team members the information and tools they need - Electronic Signatures Let employees or job applicants sign HR documents electronically -Plus a Lot More 100's more features including timesheets, library, organizational chart, and more. Start a free trial or request a demo! 205 Ratings Visit Website Jotform Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights. 9,009 Ratings Visit Website ContractSafe ContractSafe is AI-enabled contract management software built for teams that need control without complexity. Store, search, and manage all your contracts in a secure, cloud-based repository hosted on AWS, with SOC 2 Type II, HIPAA, ISO 27001, and GDPR compliance included. Find any contract or clause in seconds using Google-like full-text search with OCR support for scanned documents. The AI assistant automatically extracts key metadata, categorizes contracts by type, and answers plain-language questions about contract content, with no configuration required. Every plan includes unlimited users, automated renewal and key-date alerts, and a dedicated Customer Success Manager. Higher-tier plans add approval workflows, redlining, built-in e-signature, and Salesforce integration. Implementation takes hours, not months. No professional services fees, no IT project required. Free trial available, no credit card needed. 326 Ratings Visit Website MobiPDF MobiPDF (formerly PDF Extra) is an intuitive and powerful PDF editor and reader designed for today’s modern user - the cost-efficient alternative to Adobe Acrobat Pro you’ve been looking for. FEATURES OVERVIEW: PDF Viewer and Reader: Switch between page views or use "Read Mode" for distraction-free reading. Create and Edit PDFs: Modify text and images or start with a blank PDF. Convert to Office Formats: Easily turn PDFs into Word, Excel, PowerPoint, and image files. Leverage OCR: Transform scanned documents into searchable PDFs. Organize PDFs: Combine, split, reorder, and compress documents. Markup and Comment: Highlight, annotate, and add bookmarks or stamps. Fill PDFs: Seamlessly fill forms or create ones from scratch. Sign PDFs: Sign your documents anywhere—no ink required! Secure Your Work: Protect files with passwords, digital signatures, and 256-bit encryption. Offline Mode: Full functionality without internet access. Translate PDFs 8,085 Ratings Visit Website BrandMail BrandMail®, developed by BrandQuantum, is a software solution that seamlessly integrates with Microsoft Outlook to empower every employee in the organization to automatically create consistently branded emails via a single toolbar that provides access to brand standards and the latest pre-approved content. Develop email signatures in line with your brand specifications which look consistent, no matter which device or platform they are viewed on. Your signatures are tamper-proof and centrally managed. More importantly, users see their signatures, banners and surveys when they create, reply or forward emails. BrandMail does not reroute your emails via any external servers and does not append rules to your exchange environment. It works directly within Microsoft Outlook. Leverage every email as an opportunity to brand consistently and minimize the security risks associated with the tampering of HTML signatures. 331 Ratings Visit Website
About BoldSign is Syncfusion's electronic signature platform and API for sending, signing, and tracking legally binding documents. Unlimited signature requests start at $15 per user per month, billed annually, with no envelope caps or overage charges. Upload PDF or Word files, add signature and form fields, set the signing order, and send. Signers need no account or download. Reusable templates, automatic reminders, and live status tracking keep documents moving. Completed documents include a tamper-evident audit trail with signer details and timestamps, designed to support legal enforceability under ESIGN and eIDAS. BoldSign supports SOC 2 Type II, eIDAS, GDPR, PCI DSS, the ESIGN Act, HIPAA, qualified electronic signatures, and data residency in the US, EU, Canada, and Australia. Developers can embed sending and signing directly in their applications. The REST API supports templates, text tags, custom branding, webhooks, SDKs, and a free sandbox.	About DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience Businesses, developers, HR teams, sales teams, legal operations teams, and SaaS companies that need secure electronic signatures, document tracking, or embedded signing workflows.	Audience To fast growing B2B Sales teams that wants to put Sales Closing on Autopilot
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $5 per user per month Offers a 30-day free trial with no credit card required. Essential is free for 25 envelopes per month. Growth is $5 per user per month (billed annually). Business is $15 per user per month (billed annually) with unlimited envelopes. Premium is $99 per month (billed annually) for unlimited users with 250 envelopes per month. Enterprise API starts at $30 per month including 40 envelopes, with additional envelopes at $0.75 each. Free Version Supported Free Trial Supported	Pricing $29 / month Price per user and plan. Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.7 / 5 ease 4.8 / 5 features 4.6 / 5 design 4.8 / 5 support 4.5 / 5 Read all reviews
	Pros & Cons from Real Users Pros The integration with the CRM Rd Station. We are using to develop quotation to customer and It is very easy to send this quotes. The integration with Salesforce, Pipedrive and HubSpot CRM makes this platform more powerful for generating sales proposals for customers. Drag and drop customization is available. Document manager to access and visualize generated proposals. Helps in saving time by cutting sales processes. What I like best in DocSales is the integration with HUBSPOT, it helps us to optimize the flow since it brings the data automatically. I like best in DocSales the support, they return really fast. The platform is agile and easy to use, what helps a lot the clients. The possibility for a lot of people to follow up the process of the signing process and the ease to our clients. Cons The text editor could be user-friendlier. It is necessary a skills about html language. Never faced any major issues on DocSales. No cons. What I don't like about the variables and additional fields, I think the fields could be better placed so the person utilizing it doesn't get confused. I don't have any con, nothing. At the moment, no improvements, the platform attends us really well and in a positive way. The platform could save the names and emails sent with more ease and frequency or even create models where you leave as default the workflow.
Training Documentation Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Syncfusion Founded: 2001 United States www.boldsign.com	Company Information DocSales Founded: 2019 United States www.docsales.com
Alternatives PDFGate	Alternatives PandaDoc
airSlate SignNow airSlate	ClientPoint
TruDOQ	Sign.Plus Alohi
Sign.Plus Alohi	Revv
QuickSigner View All	Doc2 View All
Categories Digital Signature Supported eSignature APIs Supported	Categories Digital Signature Supported Document Generation Supported Proposal Management Supported Quoting Supported Sales Acceleration Supported Sales Enablement Supported
	Digital Signature Features Audit Trail Supported Authentication Supported Auto Reminders Not Supported Customizable Templates Supported Document Analytics Supported Mobile Signature Supported Multi-Party Signing Supported Progress Tracking Supported Task Progress Tracking Supported Show More Features Document Generation Features Batch Processing Supported Collaboration Not Supported Digital Signature Supported Interaction Tracking Not Supported Multiple Output Formats Not Supported Templates Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Not Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Not Supported Templates Supported Version Control Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Not Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Sales Acceleration Features Campaign Management Not Supported CPQ Supported Dialer Not Supported Email Sequencing Not Supported Email Templates Not Supported Email Tracking Not Supported List Building Not Supported Meeting Scheduler Not Supported Predictive Analytics Not Supported Reporting Not Supported Sales Gamification Not Supported Sales Intelligence Supported Sales Workflow Management Supported
Integrations HubSpot CRM Supported Salesforce Supported Beam AI Supported Close Not Supported Dropbox Supported Google Docs Not Supported Google Drive Supported H2R.ai Supported HubSpot Customer Platform Not Supported Microsoft OneDrive Supported Microsoft Power Automate Supported Motileo Supported Nango Supported Pipedrive Not Supported Spring.new Supported Stripe Not Supported Vessel Supported Workers by Delos Supported Xero Supported Zapier Supported Show More Integrations View All 18 Integrations	Integrations HubSpot CRM Supported Salesforce Supported Beam AI Not Supported Close Supported Dropbox Not Supported Google Docs Supported Google Drive Not Supported H2R.ai Not Supported HubSpot Customer Platform Supported Microsoft OneDrive Not Supported Microsoft Power Automate Not Supported Motileo Not Supported Nango Not Supported Pipedrive Supported Spring.new Not Supported Stripe Supported Vessel Not Supported Workers by Delos Not Supported Xero Not Supported Zapier Not Supported Show More Integrations View All 8 Integrations
Claim BoldSign and update features and information Claim BoldSign and update features and information	Claim DocSales and update features and information Claim DocSales and update features and information