specification: FinOps Framework 1.0
provider: BoldSign
providerId: boldsign
created: 2026-06-12
modified: 2026-06-12
focusVersion: "1.0"
billingModel: hybrid
description: >
  BoldSign uses a hybrid billing model combining subscription tiers (flat monthly fee
  for fixed envelope quotas) and metered pay-as-you-go billing for the Enterprise API
  plan (per-envelope pricing after the included allocation is consumed).
focusColumns:
  - column: ProviderName
    value: BoldSign
  - column: ServiceName
    value: BoldSign eSignature API
  - column: ServiceCategory
    value: Software as a Service (SaaS)
  - column: ChargeType
    value: Usage
  - column: BillingCurrency
    value: USD
  - column: BillingPeriod
    value: Monthly
meters:
  - name: Envelope
    description: >
      A single envelope containing one or more documents sent for signature.
      Multiple documents within a single envelope count as one billable unit.
    unit: envelope
    billingModel: metered
    price: 0.75
    currency: USD
    notes: >
      Charges apply once the envelope is sent. Draft envelopes are not billed.
      Charges are reversed if an unsigned envelope is revoked. Charges are not
      reversed if a recipient declines after signing has begun.
  - name: Monthly Subscription
    description: >
      Flat monthly subscription fee covering a fixed allocation of envelopes
      depending on plan tier (Essential free, Growth 50/user, Business unlimited,
      Premium 250, Enterprise API 40 included).
    unit: month
    billingModel: subscription
    price: 30
    currency: USD
    notes: Enterprise API base subscription includes 40 envelopes per month.
principles:
  - name: Cost Visibility
    description: >
      BoldSign provides an API dashboard and real-time usage monitoring within
      the developer console so teams can track envelope consumption and API usage.
  - name: Usage Optimization
    description: >
      Draft status documents incur no charges; teams should finalize workflows
      before sending to avoid unnecessary billable envelope creation. Sandbox
      environment allows full testing at no cost.
  - name: Allocation Management
    description: >
      Enterprise API plan includes a baseline monthly allocation. Once exhausted,
      pay-as-you-go billing activates at $0.75/envelope. Teams can monitor
      X-RateLimit-Remaining headers to track API usage versus rate limit quotas.
  - name: Refund Policy
    description: >
      Charges for envelopes are reversed if an unsigned document is revoked
      or revocation occurs after partial signing; charges are not reversed
      if a recipient actively declines after partial completion.
  - name: Regional Billing
    description: >
      BoldSign operates regional API endpoints (US, EU, CA, AU). Billing
      currency is USD regardless of region.