BoldSign API

Name: BoldSign API API
Brand: BoldSign API
Availability: InStock

✓ Official Vendor SpecProductivityCollaborationapiKey84 EndpointsREST

For Agents

Send documents for e-signature, manage templates and contacts, embed signing into your app, and download signed PDFs and audit trails through BoldSign.

Quickstart

Get started with BoldSign API in minutes using your preferred integration method.

# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
  "jentic": {
    "url": "https://api.jentic.com/mcp",
    "auth": "oauth"
  }
}

# Then ask your agent:
"send a document for signature"

# → Jentic returns the GET /events tool with parameter schema, agent executes.

Capabilities

What an agent can do with BoldSign API API.

Send a document for signature with one or more signers and an optional access code

Create reusable templates and dispatch documents from them, including merging multiple templates

Generate embedded URLs so signers can sign without leaving your application

Download the final signed PDF and the tamper-evident audit trail for compliance

GET STARTED

Start building with BoldSign API API

Explore with Jentic

View OpenAPI Document

Use for: I need to send a contract for signature to two signers, Generate an embedded signing URL for my application, Download the signed PDF and audit log for a completed envelope, Send a reminder to a signer who has not yet signed

Not supported: Does not handle contract drafting, payment collection, or document storage outside the signature lifecycle — use for sending and managing e-signature workflows only.

BoldSign is an electronic signature platform from Syncfusion that lets businesses send, sign, and manage legally binding documents. The API exposes 84 endpoints covering documents, templates, contacts, brands, teams, sender identities, custom fields, and identity verification. Use it to send documents for signature, embed signing into your own application, build reusable templates, and download signed copies and audit trails. It also supports advanced flows like ID verification, prefill, and embedded designer URLs.

Use Cases

Patterns agents use BoldSign API API for, with concrete tasks.

★ Embedded Signing in a SaaS Product

Embed the signing experience directly inside your product so signers never leave the app. Create the document with /v1/document/createEmbeddedRequestUrl, render the returned URL in an iframe, and use /v1/document/getEmbeddedSignLink for subsequent signers. Removes the email round-trip and keeps users inside your branded experience.

POST /v1/document/createEmbeddedRequestUrl with one signer and the contract PDF, then return the embed URL to the frontend

Template-Driven Sales Contracts

Build a sales contract template once with placeholder fields, then dispatch personalised copies for each new deal. /v1/template/create stores the template, /v1/template/send fires it off with merged values, and /v1/template/mergeAndSend combines multiple templates into a single envelope. Sales ops teams use this to remove the copy-paste work of generating contracts.

POST /v1/template/send with templateId tmpl_5521 and the buyer's name, email, and contract value

ID Verification for High-Trust Documents

Require government ID verification before a signer can complete a sensitive document such as a loan or NDA. Generate the verification URL with /v1/identityVerification/createEmbeddedVerificationUrl, then pull the report via /v1/identityVerification/report once the signer has completed it. Useful for fintech, legal, and HR onboarding flows.

POST /v1/identityVerification/report for documentId doc_8821 and signer email signer@example.com

Compliance Archive and Audit Trail

Pull the signed PDF and audit log for every completed document and archive both into your compliance store. /v1/document/download returns the signed file and /v1/document/downloadAuditLog returns the tamper-evident trail. Required for regulated industries that need a defensible record of who signed what and when.

GET /v1/document/download and /v1/document/downloadAuditLog for documentId doc_8821 and store in s3://compliance/contracts/

AI Agent Document Workflow

An AI agent uses Jentic to discover BoldSign operations from natural-language requests, sends documents for signature, sends reminders, and pulls signed PDFs without ever holding the API key. The credential lives in the Jentic vault while the agent runs the search-load-execute cycle for each step. Time-to-integration drops from days of API key plumbing to under an hour.

Search Jentic for 'send a document for signature', load the operation, and execute it with the contract file and signer list

Key Endpoints

84 endpoints — boldsign is an electronic signature platform from syncfusion that lets businesses send, sign, and manage legally binding documents.

METHOD

PATH

DESCRIPTION

POST

/v1/document/send

Send a document for signature

POST

/v1/document/createEmbeddedRequestUrl

Generate an embedded send URL

GET

/v1/document/download

Download the signed document

GET

/v1/document/downloadAuditLog

Download the audit trail

POST

/v1/document/remind

Send reminder to pending signers

POST

/v1/template/send

Send a document for signature using a template

POST

/v1/identityVerification/createEmbeddedVerificationUrl

Generate an embedded ID verification URL

POST

/v1/document/revoke

Revoke a document already in flight

POST

/v1/document/send

Send a document for signature

POST

/v1/document/createEmbeddedRequestUrl

Generate an embedded send URL

GET

/v1/document/download

Download the signed document

GET

/v1/document/downloadAuditLog

Download the audit trail

POST

/v1/document/remind

Send reminder to pending signers

Why though Jentic?

Three things that make agents converge on Jentic-routed access.

Credential isolation

BoldSign API keys are stored encrypted in the Jentic vault (MAXsystem) and exchanged for scoped, short-lived access at execution time. The raw X-API-KEY value never enters the agent's prompt context or logs.

Intent-based discovery

Agents search Jentic with intents like 'send a document for signature' or 'download signed PDF' and Jentic returns the matching BoldSign operation with its full input schema, so the agent can call it without browsing the BoldSign reference.

Time to first call

Direct BoldSign integration: 2-4 days to handle auth, embedded URL generation, webhooks, and audit log retrieval. Through Jentic: under an hour with search, load, and execute.

Related APIs

Alternatives and complements available in the Jentic catalogue.

Complementary

Boast API

After a contract signs in BoldSign, request a customer testimonial via Boast.

Pair when closing a deal should automatically trigger a post-sale testimonial request.

Complementary

Bokio API

Issue a Bokio invoice once a BoldSign contract is countersigned.

Use this combination for Swedish small businesses that bill against signed contracts.

Alternative

Bonusly API

An unrelated workflow API focused on internal recognition rather than signature.

Choose Bonusly for employee recognition; choose BoldSign for contract execution.

FAQs

Specific to using BoldSign API API through Jentic.

What authentication does the BoldSign API use?

BoldSign supports two API key schemes sent via header: an X-API-KEY header with the raw API key, or an Authorization header with the value 'Bearer <token>'. Through Jentic the key is stored encrypted in the vault and the agent never sees the raw value.

Can I embed signing into my application with the BoldSign API?

Yes. Use POST /v1/document/createEmbeddedRequestUrl to get a send URL for embedding the request flow, and GET /v1/document/getEmbeddedSignLink to retrieve a sign URL for each signer. Render either inside an iframe in your application.

How do I send a document for signature through Jentic?

Search Jentic for 'send a document for signature', load the POST /v1/document/send operation schema, then execute it with the file, signer list, and any access code. Jentic handles the API key automatically.

What are the rate limits for the BoldSign API?

BoldSign meters usage in API credits rather than fixed per-minute limits. Use GET /v1/plan/apiCreditsCount to read your current credit balance and pace requests accordingly. Different operations consume different credit amounts.

Can I download the signed PDF and audit log?

Yes. GET /v1/document/download returns the final signed PDF and GET /v1/document/downloadAuditLog returns the tamper-evident audit trail. Both accept the documentId as a query parameter.

Does the BoldSign API support signer identity verification?

Yes. Use POST /v1/identityVerification/createEmbeddedVerificationUrl to require ID verification before signing, then POST /v1/identityVerification/report to retrieve the verification result for that signer.