| Functionality | 7 <p>Dropbox Sign is an okay eSignature solution but has some limitations. It lacks web forms, custom fields, and formula fields, limiting customization. Files must be requested separately, and it doesn’t auto-suggest or place fields. There's no signer delegation or e-witnessing, restricting some workflows. Advanced security like knowledge-based authentication is missing, but password protection is available. The reports dashboard tracks usage and signature statuses, but overall, advanced features are limited.</p> | 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> |
| Ease of Use | 6 <p>The platform is easy to use with a clean, modern design, but it lacks field auto-placement for faster document creation. The builder doesn’t support custom fields, and there’s no file upload field, meaning documents must be requested separately—a major drawback. However, bulk sending, auto-reminders, and auto-fill from integrations help streamline workflows. Users can also edit and resend documents without voiding them, making corrections quick and simple.</p> | 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> |
| Look and feel | 6 <p>Although Dropbox Sign has a solid set of features, the interface is simple, modern, and has a nice theme. Navigation is straightforward, but it’s more of a file management platform than a typical layout for managing eSignature documents and tracking them. The drag-and-drop builder is easy to use but not as advanced as some competitors. </p> | 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> |
| Customisability | 5 <p>Dropbox Sign handles basic e-signatures but lacks key advanced customizability like e-witnessing and signer delegation, limiting signing flows. It also doesn’t support radio buttons, custom fields, or formula fields, reducing document customization. User role and permission control is minimal—you can only manage folder-level view/edit access for team members.</p> | 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> |
| Ease of Setup | 5 <p>Dropbox Sign offers a free trial, but the highest tier plan requires 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 Pipedrive and Slack require Zapier. Custom branding is 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 around a week.</p> | 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> |
| Customer Support | 5 <p>Dropbox Sign offers customer support based on your plan. All users can access the Help Center with a good range of articles and guides. Email support is available via request submission, but live chat and phone support are limited to higher-paid tiers. Response times for email support are typically within one business day, but this can be faster for users with the paid support add-on.</p> | 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> |
| Integratability | 8 <p>Dropbox Sign natively integrates with platforms like Salesforce, HubSpot, and Google Drive. Pipedrive, Stripe, and PayPal require Zapier, which also connects to thousands of other apps. An API is available for custom integrations and automation.</p> | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> |
| Ease of Migration | 7 <p>Dropbox Sign offers multiple ways to export completed document data. Finished documents can be exported as PDFs with the audit trail. You can also share via Dropbox and export to various platforms using quick-access buttons. Native CRM integrations enable seamless data syncing, with API options for further customization.</p> | 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> |
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