BoldSign White-Label Client Portal Handoff (Onboarding)

BoldSign White-Label Client Portal Handoff (Onboarding)

1. 01

   Create the client sub-account in BoldSign and assign seats against the Business plan ($25 per user monthly, or $15 per user on annual billing) so unlimited envelopes and custom roles are available before any signing page is branded.

   Growth caps each user at 50 envelopes per month and 10 templates, which will stall a client with recurring contract volume inside the first quarter.

2. 02

   Upload the client logo and color set in BoldSign's branding settings and confirm the signing page renders correctly on mobile and desktop.

   Branding covers the signing page only. The document management screens still show BoldSign infrastructure, so set that expectation in the handoff call rather than letting the client discover it.

3. 03

   Build the client's reusable templates and run AI-powered field detection on each one, then manually verify every detected signature, date, and initial field before publishing.

   Field detection is a Business-tier feature. Spot-check at least one envelope per template with a real signer before the client sends anything to their own customers.

4. 04

   Configure identity verification on the templates that need it, choosing ID plus selfie for high-value agreements and email-only for routine forms.

   Verification settings are per template, so document which templates carry which level in the client's handover sheet.

5. 05

   Connect the client's CRM: install the native Salesforce or HubSpot connector, or wire the BoldSign API if they run a custom stack, and map the trigger event that fires a signing request.

   Test the connector with a live record, not a sandbox contact. Zapier is the fallback when the client's CRM has no native path.

6. 06

   Set up bulk sending via CSV for the client's highest-volume document type and schedule automated signer reminders.

   Run one CSV batch of 10 rows against the client's own test contacts and confirm the audit trail notifications reach the right inbox.

7. 07

   Hand off the admin credentials, a one-page runbook covering template edits and envelope usage, and the escalation path to your agency's delivery lead.

   Log the client's monthly envelope count against the plan limit at handoff so overage conversations start from a shared number.