| 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> | 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> | 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> | 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> | 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> | 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> | 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> | 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> | 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> |
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