BoldSign Envelope Margin Ladder

BoldSign's per-user plans cap envelopes (Growth at $15/month per user includes 50 envelopes/month/user), while the Enterprise API plan runs $30/month plus $0.75 per overage envelope. That overage line is the number agencies must model before quoting a managed signing retainer, because a client sending 400 envelopes a month on a Growth seat burns through the 50 included and pushes the rest onto overage or a plan upgrade. The ladder works like this: count the client's monthly signing volume first, pick the plan whose included envelopes sit above that count, then price the retainer so the seat cost plus a 20 to 30 percent buffer stays under 15 percent of the fee. A real estate agency sending 300 disclosure packets monthly, for example, should land on Business ($25/month per user, unlimited envelopes) rather than absorb Growth overage. Agencies that skip this step discover margin erosion only after the first invoice.