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> | 4 <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> |
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>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> |
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> | 6 <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> |
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> | 7 <p>Jotform 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 decent control over branding options.</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> | 9 <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> |
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>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> |
Integratability | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> | 8 <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> |
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> | 7 <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> |