Send contracts the moment deals advance in Close and push signed status back to your CRM without touching either tool.
Trigger BoldSign document sends automatically when a Close opportunity moves to the right pipeline stage.
Push signature status, signed dates, and document links back into Close leads and opportunities in real time.
Create Close follow-up tasks automatically when documents expire or go unsigned past a set window.
When a Close opportunity reaches Negotiation, dispatch the standard MSA template from BoldSign to the primary contact automatically.
Update the Close lead status to Signed the moment BoldSign confirms a completed document, with no manual CRM entry.
Create a Close task for the assigned rep if a BoldSign document expires without a signature so no deal goes cold unnoticed.
Add a Close activity note each time a prospect opens a BoldSign document so reps know exactly when to follow up.
Move the Close opportunity to the next pipeline stage automatically when BoldSign reports the document as fully executed.
Save the BoldSign document download URL as a custom field on the Close lead for instant retrieval by any team member.
Tell Neotask which Close pipeline stage should trigger a BoldSign send, and specify which template and contact field to use for each stage.
Neotask monitors Close for opportunity stage changes and dispatches the BoldSign document in real time, populating recipient details from the lead record.
When BoldSign reports a signing event, Neotask updates the Close lead status, logs the activity, and advances the opportunity stage or creates a follow-up task.
| Capability | BoldSign | Close |
|---|---|---|
| Send documents | Yes | - |
| Track signature status | Yes | - |
| Manage leads and contacts | - | Yes |
| Update opportunity stage | - | Yes |
| Create follow-up tasks | - | Yes |
| Use document templates | Yes | - |
| Log activity to CRM | - | Yes |
Sales velocity depends on removing friction between agreement and signature. When reps have to manually generate documents, email them, and then log back into the CRM to update status, deals slow down and fall through the cracks. Neotask connects BoldSign and Close so contract actions happen automatically as your pipeline moves.
When a Close opportunity reaches a defined stage - Negotiation, Verbal Yes, or any custom stage you choose - Neotask triggers BoldSign to generate and send the correct template to the contact on record. No manual document prep, no copy-pasting email addresses, no delay between conversation and contract.
Every BoldSign event - viewed, signed, declined, or expired - flows back into Close as an activity, a status update, or a custom field change. Your pipeline reflects reality at all times without anyone updating it by hand. Sales managers get accurate forecasting data and reps avoid being caught off guard by deals that stalled at the contract stage.
If a document approaches expiry without a signature, Neotask creates a Close task for the rep with context attached. Declined documents trigger a similar alert with the reason recorded. Nothing falls off the radar.
The integration scales to high deal volume without adding manual overhead. Template routing, recipient selection, and CRM updates all run automatically, so the process works the same whether you close 10 deals a month or 500.
Sales teams using BoldSign with Close through Neotask cut the time between proposal and signed contract while keeping CRM data clean enough to trust.
Map one BoldSign template per Close pipeline stage so Neotask always sends the right contract without conditional logic setup.
Use Close custom fields to surface the BoldSign document status directly in your pipeline view for instant at-a-glance tracking.
Set BoldSign expiry to match your deal review cycle so Neotask escalation tasks land before leadership pipeline reviews.
Any stage in any Close pipeline can be used as a trigger - you map each stage to a specific BoldSign template during Neotask setup.
Neotask can update lead status, opportunity stage, custom fields, and log a timestamped activity note - you choose which updates to apply.
Yes. Neotask waits for all required signers to complete before updating the Close record or advancing the pipeline stage.
Neotask logs the declined event as a Close activity with the reason recorded and can create a follow-up task for the rep to re-engage.
No. Neotask monitors your full Close pipeline continuously and processes each stage change as it occurs, regardless of volume.
Connect BoldSign and Close in minutes with Neotask and let your contract workflows run on autopilot.
$0/mo
Download without a card and start for free.
$50/mo
The full personal agent platform for one person.
$100/mo
One company workspace with room to add your team.
$200/mo
Multiple workspaces and capacity for larger teams.
Explore: Integrations · Skills · Glossary · Solutions · Use cases · Examples · Comparisons · Templates · Blog · Docs