| 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> | 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> |
| 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> | 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> |
| 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>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> |
| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| Integratability | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</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> |
| 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> | 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> |
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