Managing contracts and change orders traditionally involves a lot of paperwork, including contracts and amendments, driven by legal requirements and the need to keep detailed records. This traditional process is often slow and prone to errors due to the reliance on physical signatures and manual handling. However, BoldSign simplifies this by providing secure electronic signatures, which speed up the approval process, reduce paperwork, and ensure both compliance and accurate documentation.

In this blog post, we will see how BoldSign streamlines your contract and change order workflows, making them more efficient.

Accelerating the contract approval and change order process

Here’s how to create a document and send it for signing.

1. Log in to your BoldSign application account or create a new account.
2. Click Create New and select Create New Document.

3. Upload contracts or change order documents from your local or cloud storage and add recipients.

4. Fill in any other required fields and click Next.
5. On the Configure fields page, drag the required form fields onto the document. The form field settings will appear on the right side of the page, where you can customize them.
6. When you finish, click Send to send the document for signature.

BoldSign features for effortless contract and change order management

Let’s take a look at the BoldSign features that simplify contract and change order management.

Include multiple signatories

You can add multiple signers to a single document, which is a common need in contracts involving multiple signatures and approvals. It ensures that all relevant parties can review, approve, and sign the document in a single workflow, reflecting their agreement and consent. This support helps prevent delays.

Verify signer identity

Signer authentication is important in the contract and change order management process because it ensures that the individuals signing documents are indeed who they claim to be, thereby preventing unauthorized access and fraudulent activity. It provides a layer of security that verifies the identity of all parties involved, which is essential for upholding the legal validity of agreements and maintaining trust among stakeholders. BoldSign employs robust authentication methods to verify the identity of signers, such as email OTP, access codes, SMS OTP, and ID verification*.* This comprehensive approach safeguards against unauthorized access to documents, ensuring the integrity and security of the signing process.

Enhance document appearance

BoldSign allows you to customize your signature request emails and signing pages with your organization’s brand. This customization helps enhance the professionalism of the communications and builds trust and credibility with clients and partners. It also helps in creating a unified and recognizable look for all documents.

Utilize form fields to collect signers’ information

BoldSign offers a range of customizable form fields to cater to various document signing needs. These include text boxes, checkboxes, signatures, initials, date signed fields, attachments, etc. They guide users through the process by specifying required details, reducing errors and omissions. Form fields also facilitate efficient data collection. When you drag a form field onto the document, the form field settings appear on the right side of the page, allowing you to customize it.

Receive updates on document status

Updates on document statuses are important for ensuring timely progress, accurate tracking of approvals, and effective communication among all parties. Real-time information on whether documents are pending, signed, or rejected helps stakeholders address issues promptly, avoid delays, and maintain a clear record of the contract’s lifecycle. BoldSign provides timely notifications and updates on statuses, minimizing potential delays.

Create templates

Templates in BoldSign let you create standardized document layouts for various contracts such as construction contracts, change orders, and property management agreements. This approach ensures consistency, saves time, and eliminates the need to create new documents from scratch each time by enabling users to reuse and adapt existing templates. For more information, refer to this article on how to create a template.

Share templates

BoldSign’s template-sharing feature ensures all teams use standardized forms for common documents like nondisclosure agreements, promoting consistency across the project. You can refer to this article on how to share templates with other teams.

Effective team collaboration

Effective collaboration is essential for managing contracts and change orders, particularly when multiple parties are involved. It ensures that all stakeholders are aligned on the terms, conditions, and changes to agreements. BoldSign enhances this process with its team features. This coordinated approach boosts efficiency and supports the successful completion of projects.

For insights on team creation in BoldSign, explore our article on how to create a team.

Enhanced security and compliance

Effective security measures protect sensitive information from unauthorized access and breaches, while compliance ensures that all contracts adhere to relevant legal and regulatory standards. BoldSign prioritizes the protection of sensitive data and compliance my meeting legal standards such as the ESIGN Act and eIDAS Regulation. It is certified compliant with SOC 2, HIPAA, GDPR, and PCI DSS, ensuring robust privacy and security measures. Additionally, BoldSign offers audit trails to track document access and modifications, ensuring transparency and accountability throughout the signing process.

Remote and mobile-friendly access

Mobile-friendly access allows stakeholders to review, sign, and manage documents on the go, whether on a desktop, iPad, or mobile phone. It ensures that approvals can be obtained quickly from any location, improves accessibility for remote teams or clients, and supports timely updates and decision-making, ultimately speeding up the entire contract and change order management process.

Easy-to-use interface

A user-friendly interface helps all parties navigate, review, and sign documents easily. BoldSign’s intuitive design reduces the need for extensive training, lowers the risk of errors, and speeds up the approval process, leading to faster and more accurate contract execution and change implementation.

No need for signer accounts

BoldSign simplifies the signing process by allowing signers to simply click the link received via email or SMS to sign documents. By eliminating the requirement for signers to create or manage their own account, it reduces friction, making it easier and faster for stakeholders to review and sign documents. This is particularly valuable in time-sensitive situations, ensuring contracts and change orders are executed efficiently.

Sign your contracts and change orders with ease

Signing contracts is made simple with BoldSign’s user-friendly interface:

1. You can either sign the document directly within your BoldSign web application or by clicking on the Review and Sign link received via email.

2. Before proceeding with the signing process, read and accept the disclosure terms. Then click Continue to go to the signing page.

3. On the signing page, click Start Signing to begin the signing process. Use the Next Field button to navigate through the document fields and enter your details where required.

4. Once done, click Complete Signing to finish the signing process.

Conclusion

BoldSign offers an efficient solution for streamlining contracts and change orders, facilitating efficiency and precision throughout the process. By adopting BoldSign, organizations can navigate these transactions with ease, ensuring smoother workflows, reduced administrative burden, and enhanced collaboration among stakeholders. Ready to transform your processes? Start your 30-day free trial today and witness the impact firsthand.

Share your feedback in the comments below. For details about BoldSign’s features, schedule a personalized demo or reach out to our support team via our support portal for assistance. If you have any topics you’d like to see in future blogs, please share your suggestions.

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Note: This blog was originally published at boldsign.com