| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| 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>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> |
| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
