| Functionality | 4 <p>ShareFile is a basic eSignature solution with limited advanced features. It lacks web forms, a mobile app, and payment collection. There are no formula or conditional fields, and it doesn’t auto-suggest or place fields. It also lacks signer delegation and e-witnessing, restricting some workflows. The reports dashboard tracks document status but offers little beyond that.</p> | 5 <p>Agree's functionality is nascent. Whilst it excels at payments</p> |
| Ease of Use | 6 <p>The platform is generally easy to use, though advanced document preparation requires some learning. The UI can be confusing at times, and we found that we had to check the help center a few times to find some options. It lacks auto-suggest and field placement, limiting workflow efficiency. However, documents can be edited and resent without voiding, making corrections easier.</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 | 4 <p>The UI is plain and lacks a strong visual theme. It feels unpolished and confusing, with no dedicated global reports page—reports are only accessible through folders. Small UI bugs are present, and page load times are often slow. Logging requires entering the company subdomain as well as login details, adding unnecessary friction. The signature requests overview is too basic and could provide more detail for a quick view.</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 | 6 <p>ShareFile typically handles capturing e-signatures well, but it's missing key advanced functionalities, including e-witnessing, signer delegation, and in-person signing, 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 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 | 5 <p>ShareFile offers a free trial, with self-serve purchasing for all tiers except custom plans. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though HubSpot and Slack require Zapier. Custom branding is easy to configure. Setting up reusable templates, security settings, and user roles takes a few hours, while enterprise-level setup may take around a week.</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>There is a Help Center with a good range of articles and guides. Email support is available via request submission, as well as live chat and phone support. Response times for email support are typically within one business day.</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 | 8 <p>ShareFile natively integrates with platforms like Salesforce, Pipedrive, and Google Drive. HubSpot and PayPal require Zapier, which also connects to thousands of other apps. An API is available for custom integrations and automation.</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 | 7 <p>ShareFile provides multiple export options for completed documents, including PDFs with an optional audit trail. However, there are no quick-access buttons for sharing while viewing a document. Native CRM integrations allow seamless data syncing, with API options for further customization.</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> |
