| 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> | 6 <p>Signeasy provides a very easy-to-use eSignature solution but that comes with major limitations in some regular, and many advanced, eSignature features. It doesn’t support payment collection, signer delegation, or e-witnessing. A massive drawback is field customizability—no custom fields, formula fields, conditional fields, or dropdowns. It also lacks auto-suggestion for field placement and auto-fill from integrations, making document setup more manual. Security is weak—no password protection, ID verification, or knowledge-based authentication, only 2-Factor Authentication.</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> | 10 <p>For basic e-signature sharing and collecting, Signeasy 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 pie chart report view works great for tracking document statuses. The lack of payment collection, and other advanced features keeps the focus on e-signatures, making it 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> | 8 <p>Signeasy 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 simple pie chart is perfect for tracking document status at a glance.</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>Signeasy handles basic e-signatures but lacks key advanced features. No e-witnessing and signer delegation means some signing flows aren’t covered. A major drawback is the absence of custom reports, forcing API reliance for insights. It also lacks custom user permissions. Field options are heavily limited—no dropdowns, custom fields, formula fields, or conditional objects. You're mostly restricted to placing basic input fields without real control over form customization, making it far less flexible than other solutions.</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> | 10 <p>Signeasy 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 signer roles takes a couple of hours at most due to the limited customizability. You can't set custom permissions for team members, and branding is straightforward to configure. Integration options are very limited - with no Zapier support, connecting to other platforms requires API development.</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> | 5 <p>Signeasy offers customer support via their Help Center, which includes self-help articles and video tutorials. Their support team is available from 1 PM - 10 PM GMT / 8 AM - 5 PM ET, with response times typically under 24 hours. There is a live chat bot for assistance, but no direct phone support for general inquiries.</p> |
| Integratability | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> | 2 <p>Integrations are severely limited, although it integrates with HubSpot and Google Drive natively. It doesn’t integrate with most platforms like Salesforce or Slack, and there’s no Zapier. Most connections require their API, so if you’re not familiar with coding, options are minimal.</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> | 4 <p>Signeasy offers minimal data export options. Finished documents can be downloaded as PDFs, with options for document-only, audit trail-only, or both. Reports can be downloaded for custom dates but only show basic stats—sent, completed, declined, voided, self-signed, signature requests received, and expired (per team member). With no native integrations except HubSpot, data syncing is limited, requiring API exports for customization and automation.</p> |
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