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Best BoldSign Alternatives

Written by Paddy Stobbs

Co-Founder & CEO

Edited by Steph Leung

Product & Operations Lead

Updated onMar 14, 2025
BoldSign has established itself as a streamlined eSignature solution in the digital document management space, offering businesses a way to securely collect signatures and manage document workflows. However, when comparing BoldSign to alternatives like DocuSign, Jotform, and PandaDoc, several key differences emerge that might make these competitors better suited for specific business needs. DocuSign provides substantially more robust analytics and reporting capabilities for organizations requiring detailed document workflow insights. Jotform stands out with its comprehensive web form creation tools that extend well beyond basic eSignature functionality. Meanwhile, PandaDoc offers integrated payment collection features during the signing process that BoldSign currently lacks. In 2025, as businesses increasingly demand all-in-one document solutions, understanding these distinctions becomes crucial for selecting the right platform for specific requirements.

Best alternatives to BoldSign

For detailed analytics and reporting on document workflows:

Docusign product logo

Docusign

Stackfix Rating:

8.4 / 10

DocuSign’s analytics and reporting capabilities are more comprehensive than BoldSign’s, offering a dashboard with 15+ detailed reports compared to BoldSign’s basic kanban view. While BoldSign shows only basic document status counts and lacks advanced statistics, DocuSign provides in-depth metrics on document completion times, user activity patterns, and template usage. DocuSign also enables custom report scheduling with control over frequency and recipients, while BoldSign requires API development for detailed insights. The contrast in exportability further demonstrates DocuSign’s ability to track and analyze document workflows.

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For creating and managing web forms:

Jotform product logo

Jotform

Stackfix Rating:

7.2 / 10

While BoldSign focuses solely on eSignatures, we find Jotform to be a more comprehensive solution for web forms by offering extensive form creation capabilities alongside basic eSignature features. Jotform’s web form builder comes with over 10,000 templates and comprehensive field options, including customizable themes, colors, and spacing. The platform also provides robust integration options with popular services like Salesforce, HubSpot, and Slack, whereas BoldSign’s integrations are notably limited. Additionally, Jotform offers 24/7 customer support with a 2.5-hour average response time, which surpasses BoldSign’s support system.

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For collecting payments during document signing:

PandaDoc product logo

PandaDoc

Stackfix Rating:

8.2 / 10

PandaDoc excels at collecting payments during document signing, offering native integrations with Stripe and PayPal. BoldSign lacks payment collection capabilities. With its pricing table feature, PandaDoc enables users to create detailed product listings with descriptions and images, apply taxes and discounts, and allow signers to select quantities while viewing real-time total prices – making payment collection seamless and professional.

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PS

Meet your expert: Paddy Stobbs

Stackfix Co-Founder & CEO

I've spent over a decade deep in the world of business software - personally managing more than $2M in purchases across companies I've built and led. From intimate 10-person teams to organizations of 150+, I've developed a particular obsession with Sales and HR tools – testing, implementing, and scaling them at every stage of growth. My journey started at Cambridge University, led me through Google, and most recently culminated in selling my previous venture to TikTok. Now, I'm channeling all of that hands-on experience into helping others navigate the complex landscape of business software.

BoldSign logo

BoldSign

Docusign logo

Docusign

Jotform logo

Jotform

PandaDoc logo

PandaDoc

Our rating
Functionality
7

Functionality

7/10

<p>BoldSign provides a solid eSignature solution with a drag-and-drop builder for customizable fields. Users can control signing order, delegate signers, and enable in-person signing. It includes rooms with pre-set content for collaboration. A workflow automation builder lets users configure automations with integrations, supported by pre-made templates. Basic status tracking is available. Security features include password protection and ID verification. While functional, it lacks some advanced features like web forms, payment collection, e-witnessing, and detailed analytics.</p>
10

Functionality

10/10

<p>Docusign provides a complete eSignature solution, supporting web forms and payment collection while signing. The drag-and-drop builder allows extensive customization, enabling various input fields with validation and custom properties. Users can control signing order, enable signer delegation, e-witnessing, and in-person signing, and manage team access with custom permissions. The reports dashboard tracks completion rates for high document volumes. Security features include password protection and ID verification.</p>
4

Functionality

4/10

<p>Jotform is a good eSignature solution with excellent web forms, but its eSignature features are limited as they are separate. It supports payment collection and has a mobile app but isn’t ideal for large-scale sending—no bulk send and limited auto-fill. It lacks witness and in-person signing, and eSign reports are minimal, showing only document status. Security includes password protection and audit trails but lacks ID verification or KBA.</p>
8

Functionality

8/10

<p>PandaDoc provides a complete eSignature solution with web forms, payment collection, and a drag-and-drop builder for customizable fields with validation. Users can control signing order, delegate signers, enable e-witnessing, and in-person signing. It includes rooms with pre-set content for collaboration and tracking insights. A workflow automation builder lets users configure automations with integrations, supported by pre-made templates. The reports dashboard tracks completion rates, and security features like password protection and ID verification.That said, it lacks certain advance functionality such as a dedicated eWitness workflow.</p>
Ease of Use
10

Ease of Use

10/10

<p>For basic e-signature sharing and collecting, BoldSign maintains a good range of features and its limited functionality contributes to its ease of use rating.&nbsp;If you're focused on core e-signature needs and don't require advanced reporting or complex workflows, the Kanban view works great for tracking document statuses.&nbsp;The lack of web forms, payment collection, and other advanced features keeps the focus on e-signatures, making it exceptionally user-friendly.</p>
7

Ease of Use

7/10

<p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement make document creation faster. The builder supports custom fields, so you can reuse validation across documents. Bulk sending, auto-reminders, and auto-fill from integrations help speed up workflows. A file upload field means you don’t have to request documents separately, and Docusign lets you collect payments when you share documents. You can also edit and resend documents without voiding them, making corrections quick and simple.</p>
9

Ease of Use

9/10

<p>For basic eSignature sharing and collection, Jotform offers a solid feature set, with its simplicity contributing to ease of use. It’s great for core eSignature needs but lacks advanced reporting, bulk sending, and e-witness or in-person signing, which may limit certain agreements. Despite these gaps, it remains exceptionally user-friendly.</p>
8

Ease of Use

8/10

<p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement speed up document creation. The drag-and-drop builder keeps everything—custom fields, payments, integrations, data merge, and content blocks—in one place, making it easy to manage. Bulk sending, auto-reminders, and auto-fill from integrations streamline workflows. A file upload field removes the need for separate document requests, and PandaDoc allows payment collection when sharing documents. You can also edit and resend without voiding, making corrections quick and simple.</p>
Look and feel
8

Look and feel

8/10

<p>BoldSign keeps things simple, and that's its strength. The interface is clean and modern, with everything right where you'd expect to find it. The drag-and-drop builder is easy to use, and while you won't get fancy reporting features, their kanban view is perfect for tracking document status at a glance.</p>
8

Look and feel

8/10

<p>Although it has one of the highest number of features in the category, Docusign does a fantastic job of keeping the interface clean and intuitive. Advanced controls are nicely hidden away, making navigation smooth. The UI is modern, and key features are exactly where you’d expect.</p><p>The drag-and-drop builder is easy to use. The homepage clearly displays pending, waiting, expiring, and completed documents in a large font. The reports section provides deeper, but still easy to understand, insights on statuses and activity. For companies handling high volumes of signatures, document management is straightforward and efficient.</p>
6

Look and feel

6/10

<p>Jotform keeps things simple with a clean, modern interface and an intuitive drag-and-drop builder. The theme is well-designed, and there’s a handy preview of the email and document before signing while customizing the signing order. However, the UI has a somewhat playful, less formal design and feels overly simplified for eSignatures, as it’s part of a platform primarily built for web forms.</p>
10

Look and feel

10/10

<p>Although feature-rich, PandaDoc has a delightful interface with a well-balanced theme and color usage. Advanced controls are neatly hidden, ensuring smooth navigation.</p><p><br></p><p>In our opinion, it has the best drag-and-drop builder, keeping fields, payments, integrations, data merge, and content blocks all in one place, making management of all of them easy. When creating a document, you can set a theme and apply it throughout. It has a beautiful workflow overview too, making the platform both powerful and user-friendly.</p>
Customisability
7

Customisability

7/10

<p>BoldSign handles basic e-signatures, but it's missing key advanced functionalities, including e-witnessing, meaning not all signing flows are covered.&nbsp;The absence of custom reports is a significant drawback, making it difficult to get detailed insights without API reliance.&nbsp;While the platform is simple overall, it's got surprisingly good control over user permissions and branding options.</p>
9

Customisability

9/10

<p>Docusign is highly flexible, offering control over branding, field properties, signing order, and team member permissions. You can use formula fields, custom fields, and conditional logic to show or hide objects based on inputs. The platform supports in-person signing, e-witnessing, and signer delegation, covering all signing flows. You can configure custom permissions for team member roles, ensuring the right access levels. You can also create custom reports for better insights.</p>
7

Customisability

7/10

<p>Jotform handles basic e-signatures, but it's missing key advanced functionalities, including e-witnessing, meaning not all signing flows are covered.&nbsp;The absence of custom reports is a significant drawback, making it difficult to get detailed insights without API reliance.&nbsp;While the platform is simple overall, it's got decent control over branding options.</p>
10

Customisability

10/10

<p>PandaDoc is highly flexible, offering control over branding, field properties, signing order, and team permissions. Users can customize themes when creating documents. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. Signing flows include in-person signing, e-witnessing, and signer delegation. Granular role-based permissions allow precise control over user access and actions. Custom reports provide deeper insights. Best-in-class for custom roles and user permissions, making it easy to manage security and workflows at a detailed level.</p>
Ease of Setup
10

Ease of Setup

10/10

<p>BoldSign offers a simple onboarding process with a free trial and self-serve purchasing for all tiers except custom plans. Users can create their first eSignature document within minutes, and setting up templates, security settings, and user roles takes just a few hours. While custom permissions and branding are straightforward to configure, integration options are limited - with no Zapier support, connecting to other platforms requires API development.</p>
6

Ease of Setup

6/10

<p>Docusign offers a free trial and self-serve purchasing for all tiers except the Enterprise option. The onboarding process is simple, allowing users to create eSignature documents within 5-10 minutes. It integrates directly with many platforms, reducing the need for Zapier. Custom permission profiles and branding are easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take 1-2 weeks.</p>
9

Ease of Setup

9/10

<p>Jotform offers a free trial with self-serve purchasing for all tiers except enterprise. Onboarding is quick, allowing users to create eSignature documents in 5–10 minutes. Custom branding and integrations are easy to set up, while configuring reusable templates, security settings, and user roles may take a few hours.</p>
5

Ease of Setup

5/10

<p>PandaDoc offers a free trial, but higher-tier plans require a demo request, and enterprise plans require speaking with sales. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though Google Drive and Dropbox require Zapier. Custom permission profiles and branding are easy to configure. Despite its many features, the help docs are well-organized and detailed. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take 1–2 weeks.</p>
Customer Support
5

Customer Support

5/10

<p>It’s got live chat on their website, but it can be slow at times. You can speak with them over the phone or submit requests, but we found the self-help articles more than enough—there are hundreds of them covering most issues in detail.</p>
10

Customer Support

10/10

<p>Docusign offers four support plans with different response times on average. Standard Support (included with subscriptions) has a &lt;24-hour response time. Plus Support improves this to &lt;6 hours and adds phone and technical support. Premier Support offers a &lt;4-hour response time, emergency support within 1 hour, and API integration help. Enterprise Premier Support provides the fastest response, with &lt;2 hours for regular issues and &lt;30 minutes for critical emergencies. All plans include system monitoring, online case management, and access to the Docusign Support Center.</p>
9

Customer Support

9/10

<p>Jotform’s support team is available 24/7, and you can contact them by submitting a request, with an average response time of 2 hours and 30 minutes. They also have an extensive help center with guides, FAQs, and a community forum for troubleshooting.</p>
9

Customer Support

9/10

<p>Support is available 24/7, 365 days a year via live chat or by submitting a request. Users can access personalized Q&amp;A through in-app chat, where friendly human agents provide helpful responses within minutes. The platform also offers self-serve support with high-depth, high-quality resources.</p>
Integratability
5

Integratability

5/10

<p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p>
10

Integratability

10/10

<p>Docusign natively integrates with major platforms like Salesforce, HubSpot, Pipedrive, Google Drive, Dropbox, Stripe, PayPal, Microsoft 365, and Slack. It also supports Zapier, enabling access to thousands of additional integrations. An API is available for custom integrations and automation.</p>
8

Integratability

8/10

<p>Jotform natively integrates with popular platforms like Salesforce, HubSpot, Pipedrive, and Slack. Microsoft Excel integration requires Zapier, which also enables access to thousands of additional integrations. An API is available for custom integrations and automation.</p>
9

Integratability

9/10

<p>PandaDoc natively integrates with popular platforms like Salesforce, HubSpot, Pipedrive, Stripe, PayPal, and Slack. Google Drive and Dropbox require Zapier, which also enables access to thousands of additional integrations. Microsoft 365 integration is limited, covering basic functions. An API is available for custom integrations and automation.</p>
Ease of Migration
3

Ease of Migration

3/10

<p>BoldSign offers minimal data export options. Finished documents can be exported in PDF format, and audit trails come in CSV format. A major drawback is the inability to download reports for tracking insights across multiple documents. With no native CRM integrations, data syncing is difficult—additional data must be exported via API for customization and automation.</p>
10

Ease of Migration

10/10

<p>Docusign offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV or exported as image charts. Reports can also be scheduled, with control over frequency, time intervals, start/end dates, and CC recipients. Native CRM integrations allow seamless data syncing, and additional data can be exported through the API for further customization and automation.</p>
7

Ease of Migration

7/10

<p>Jotform offers multiple ways to export completed document data. Finished documents can be exported as PDFs with the audit trail. You can also download submission data in CSV format. Native integrations enable seamless data syncing, with API options for further customization.</p>
8

Ease of Migration

8/10

<p>PandaDoc offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV. Native CRM integrations allow seamless data syncing, and additional data can be exported through the API for further customization and automation.</p>

Docusign: BoldSign alternative for detailed analytics and reporting on document workflows

Docusign product logo
Docusign

Stackfix Rating:

8.4 / 10

Visit website

Starting at

$15

Calculate your price
Updated onMar 14, 2025
DocuSign’s analytics and reporting capabilities are more comprehensive than BoldSign’s, offering a dashboard with 15+ detailed reports compared to BoldSign’s basic kanban view. While BoldSign shows only basic document status counts and lacks advanced statistics, DocuSign provides in-depth metrics on document completion times, user activity patterns, and template usage. DocuSign also enables custom report scheduling with control over frequency and recipients, while BoldSign requires API development for detailed insights. The contrast in exportability further demonstrates DocuSign’s ability to track and analyze document workflows.

Want to know more? See a detailed comparison of BoldSign vs. Docusign.

Pros

  • Outstanding Customer Support

  • Comprehensive Document Creation

  • Advanced Export Capabilities

  • Highly Customizable Platform

  • Robust Integration Ecosystem

Cons

  • Not Cheap

Jotform: BoldSign alternative for creating and managing web forms

Jotform product logo
Jotform

Stackfix Rating:

7.2 / 10

Visit website

Updated onMar 14, 2025
While BoldSign focuses solely on eSignatures, we find Jotform to be a more comprehensive solution for web forms by offering extensive form creation capabilities alongside basic eSignature features. Jotform’s web form builder comes with over 10,000 templates and comprehensive field options, including customizable themes, colors, and spacing. The platform also provides robust integration options with popular services like Salesforce, HubSpot, and Slack, whereas BoldSign’s integrations are notably limited. Additionally, Jotform offers 24/7 customer support with a 2.5-hour average response time, which surpasses BoldSign’s support system.

Want to know more? See a detailed comparison of BoldSign vs. Jotform.

Pros

  • Exceptional Customer Support

  • Strong Integration Capabilities

  • Quick and Simple Setup Process

  • User-Friendly Interface

Cons

  • Poor Auto-Field Detection

  • Severely Limited Reporting Capabilities

  • Basic Signing Order Implementation

  • Missing Critical Authentication Features

  • Limited Document Editing Capabilities

PandaDoc: BoldSign alternative for collecting payments during document signing

PandaDoc product logo
PandaDoc

Stackfix Rating:

8.2 / 10

Visit website

Starting at

$35

Calculate your price
Updated onMar 14, 2025
PandaDoc excels at collecting payments during document signing, offering native integrations with Stripe and PayPal. BoldSign lacks payment collection capabilities. With its pricing table feature, PandaDoc enables users to create detailed product listings with descriptions and images, apply taxes and discounts, and allow signers to select quantities while viewing real-time total prices – making payment collection seamless and professional.

Want to know more? See a detailed comparison of BoldSign vs. PandaDoc.

Pros

  • Exceptional Document Creation Functionality

  • Strong Integration Capabilities

  • Outstanding User Interface

  • Superior Customization Options

  • Excellent Customer Support

Cons

  • Long Setup Process for Enterprises

How we test products

With eSignature tools playing a critical role in modern business operations, we focus on identifying the best options for small and midsize businesses. Our evaluation process reflects real-world usage, prioritizing functionality, ease of use, and overall value. Here’s how we do it:

Functionality

eSignature software should do more than just collect signatures—it should streamline workflows, ensure compliance, and integrate seamlessly with existing processes. We start by identifying key use cases—document signing, workflow automation, audit trails, and security—then test how well each platform supports these needs. Tools that provide essential features without unnecessary complexity score highest.

User Experience & Onboarding

A great eSignature platform should be intuitive for both senders and signers. We test each platform’s interface by navigating core features without prior training and track onboarding time—from account setup to sending and signing a document. Platforms that require extensive setup or technical expertise lose points.

Security & Compliance

Legally binding eSignatures require strong security measures. We evaluate encryption standards, authentication methods, and compliance with regulations like eIDAS, UETA, and ESIGN. Platforms with weak security features or limited compliance options score lower.

Integrations & Compatibility

eSignature tools must work seamlessly with CRMs, contract management systems, and productivity tools. We test how well each product integrates with essential business applications and assess whether native integrations or third-party connectors are required.

Pricing & Value

We compare pricing across competitors, analyzing what each plan includes and whether critical features are locked behind paywalls. Hidden costs—such as per-document fees, API access charges, or required enterprise plans—are factored into our assessment. Platforms that offer strong core functionality at a fair price score highest.

Stackfix’s Fit Score

All of these factors contribute to Stackfix’s Fit Score, a proprietary ranking system that measures how well each eSignature tool aligns with a buyer’s needs. It combines two key elements:

  • Requirements Met – How many buyer requirements the software fulfills
  • Stackfix Rating – Our expert assessment of the software’s overall quality, usability, and value

The result? A clear, data-driven recommendation that helps businesses choose the right eSignature software—without hours of trial and error.

FAQs

What is an eSignature tool?

Put simply, an eSignature tool is a platform that allows you to sign documents digitally – quickly, securely, and legally. It eliminates the need for printing, scanning, and mailing paperwork, making contract signing and approvals seamless. The key features of an eSignature tool usually include:

  • Digital Signing – Enables users to sign documents electronically from any device, eliminating the need for physical paperwork.
  • Document Management – Stores and organizes signed contracts, agreements, and other important documents in one place for easy access.
  • Compliance & Security – Ensures documents are legally binding and meet industry regulations, with encryption, audit trails, and authentication features.
  • Workflow Automation – Streamlines approval processes by sending automated reminders, tracking document status, and reducing manual follow-ups.
  • Integrations – Connects with CRMs, project management tools, and cloud storage services to keep documents flowing seamlessly within your existing workflow.

What should I consider when buying an eSignature tool?

Choosing the right eSignature tool can streamline your document workflows and eliminate bottlenecks in contract approvals – so it’s important to find one that fits your business needs, tech stack, and budget. Here are the key factors to consider before making your decision.

  1. Your requirements. Start by defining what you need the eSignature tool to accomplish. Are you a small team looking for a simple signing solution, or do you need advanced features like bulk sending, approval workflows, and compliance tracking? Consider your current needs as well as future growth.
  2. Ease of use. A complicated signing process defeats the purpose of using an eSignature tool. Look for an intuitive platform that makes it easy for both your team and your clients to sign documents without unnecessary friction. That’s why Stackfix gives every eSignature tool an ‘Ease of Use’ rating – so you can quickly see which ones are simple and user-friendly. Click into each product above to find the right fit for your team.
  3. Technical infrastructure. Think about how the tool fits into your existing tech stack. Do you need integrations with CRM, contract management, or cloud storage software? If you’re handling high document volumes, does the tool support automation and bulk sending without performance issues?
  4. Cost. Don’t just look at the base price – consider additional fees for features like API access, advanced authentication, or storage limits. Some platforms appear affordable at first but scale up in cost quickly as your usage grows.
  5. Compliance and security. eSignature tools handle legally binding documents, so make sure the platform meets industry standards for encryption, audit trails, and compliance (e.g. eIDAS, ESIGN, UETA). If you operate in a regulated industry, ensure the tool offers advanced security features like multi-factor authentication and role-based permissions.
  • Customer support. You might not think about support – until something goes wrong. Check whether the vendor offers 24/7 assistance, dedicated account managers, or self-serve resources like help centers and community forums. To make this easier, Stackfix rates every eSignature tool on customer support. Click into each product above to see how they compare.

What are the common mistakes to avoid when buying an eSignature tool?

Avoiding common pitfalls when choosing an eSignature tool can save you time, money, and frustration down the line. Here are some of the biggest mistakes businesses make – and how to avoid them.

  1. Choosing based on features instead of usability. Many companies go for the most feature-packed eSignature tool without considering whether they actually need all the bells and whistles. A platform with dozens of complex features won’t help if your team or clients find it difficult to use. Focus on usability, reliability, and a smooth signing experience over just ticking off feature lists.
  2. Not planning for compliance needs. eSignatures need to be legally binding, but different industries and regions have different requirements. If you operate in a regulated sector or deal with international contracts, check whether the tool meets compliance standards like eIDAS, ESIGN, UETA, or HIPAA.
  3. Failing to think about scalability. Many startups choose an eSignature tool that works for their current needs but struggle when they need to handle more users, higher document volumes, or advanced workflows. Consider where your business will be in a few years – will the tool still meet your needs, or will you have to switch again?
  4. Overlooking integrations. eSignature tools don’t work in isolation – they need to fit into your existing workflow. Before committing, check if the tool integrates seamlessly with your CRM, contract management software, cloud storage, and productivity apps. If an integration exists, test it to make sure it syncs the right data and fields properly.
  5. Ignoring hidden costs. Some eSignature tools look affordable at first but charge extra for critical features like API access, advanced authentication, or bulk sending. Make sure to factor in all potential costs, especially as your usage scales.

How much does eSignature Software typically cost?

Most eSignature software ranges from free to $500+ per month, with entry-level options starting around $15-20, mid-market solutions costing $100-300 per month, and enterprise-level solutions costing $35-55+ monthly. In Most vendors structure pricing in tiers based on features and document volume, so be sure to enter your requirements as accurately as possible in our pricing calculator.

Several providers (like BoldSign, Zoho Sign, and Jotform) offer free plans with basic functionality, though these typically restrict monthly signature limits and advanced features like conditional fields or API access.

For enterprise plans and above, you can expect to speak to sales for a bespoke price. These custom quotes typically factor in integration requirements, compliance needs, and user volume. To skip the demo calls, be sure to check out our pricing calculator.

Compare other eSignature Tools

View our comparisons of other eSignature