The BoldSign flow explained: how Base sends a contract in under two minutes

The first contract is the one that takes the longest. You have a client who said yes, and now you need a document. So you start researching e-signature tools, comparing pricing, building a template, and by the time you send it two days have gone.

Here is what that looks like in Base instead.

The sentence

You type into the command bar: "send a contract to my first client for £2k a month".

That is the whole input. No form, no template picker, no blank document.

What happens next

Base reads the intent and routes it to contracts, which is connected to your BoldSign account.

It pulls the client record from your CRM. Name, company, email, all already correct because Base has read your inbox and your pipeline, and it knows who your first client is.

It generates the agreement. The term, the monthly value of £2,000 and standard commercial terms are filled in. Payment terms, notice period, scope.

Then it stops.

The review step

The draft appears in front of you. You read it. If the notice period is wrong, you change it. If you want thirty day payment terms instead of fourteen, you say so and Base updates the document.

Nothing sends, signs or charges without you approving it. Automation that acts on your behalf without a review step is not a time saver, it is a liability. Base does the work up to the point where judgement is needed and hands it back.

The send

You approve. Base sends it through BoldSign for signature, logs the activity against the deal in your CRM, and moves the stage.

Total time, under two minutes. Including the first one, which is the part that matters.

Why we lead with this

Sending your first contract is the moment most founders realise that running a company is its own job, separate from building the product. It is also the fastest thing to feel different.

The category comparison is in best contract and e-signature tools for founders.