Functionality | 7 <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> | 8 <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> | 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> | 5 <p>Agree's functionality is nascent. Whilst it excels at payments</p> |
Ease of Use | 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. 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. The lack of web forms, payment collection, and other advanced features keeps the focus on e-signatures, making it exceptionally user-friendly.</p> | 8 <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> | 7 <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 <p>Agree's interface is very clean and intuitive. Key features are exactly where you’d expect. Pop-up tool tips are helpful without being intrusive.</p><p>The drag-and-drop builder is similarly easy to use. And the homepage clearly displays the status of your documents (draft, sent, executed).</p> |
Look and feel | 8 <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> | 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> | 8 <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> | 8 <p>Agree provides a modern and fast interface. It lacks any flashes of delight, but that doesn't matter. Pages load quickly and everything feels premium and designed with care.</p> |
Customisability | 7 <p>BoldSign handles basic e-signatures, but it's missing key advanced functionalities, including e-witnessing, meaning not all signing flows are covered. The absence of custom reports is a significant drawback, making it difficult to get detailed insights without API reliance. While the platform is simple overall, it's got surprisingly good control over user permissions and branding options.</p> | 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> | 9 <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> | 5 <p>Agree offers basic customisability - you can upload your logo and brand colour - but lacks the power of some of the larger eSignature platforms. Notably, your can't set the signing order, or set custom field properties. There is also no ability to create custom reports.</p> |
Ease of Setup | 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> | 5 <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> | 6 <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> | 8 <p>Agree is incredibly quick to set up. The free tier is self-serve, meaning there's not friction to getting started. And the product is so intuitive that we were ready to send out first contracts out in less than 5 minutes. That said, to access the Teams or Enterprise tiers you need to email Agree's team, which will slow you down.</p> |
Customer Support | 5 <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> | 9 <p>Support is available 24/7, 365 days a year via live chat or by submitting a request. Users can access personalized Q&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> | 10 <p>Docusign offers four support plans with different response times on average. Standard Support (included with subscriptions) has a <24-hour response time. Plus Support improves this to <6 hours and adds phone and technical support. Premier Support offers a <4-hour response time, emergency support within 1 hour, and API integration help. Enterprise Premier Support provides the fastest response, with <2 hours for regular issues and <30 minutes for critical emergencies. All plans include system monitoring, online case management, and access to the Docusign Support Center.</p> | 4 <p>Agree currently offers no Help Centre or Live Chat. The only way to get support is to email the team.</p> |
Integratability | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> | 9 <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> | 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> | 2 <p>Agree lacks commonly needed integrations - such as with CRMs (e.g. HubSpot, Salesforce, Pipedrive) and non-US-centric accounting systems (e.g. Xero).</p> |
Ease of Migration | 3 <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> | 8 <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> | 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> | 5 <p><span style="color: rgb(0, 0, 0);">Agree 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.</span></p> |