| 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> | 4 <p>Xodo Sign 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> |
| 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> | 8 <p>For basic eSignature sharing and collection, Xodo Sign offers a basic feature set, with its simplicity contributing to ease of use. It’s okay for core eSignature needs but lacks advanced reporting, conditional / controlled input, and e-witness or signer delegation, which may limit certain agreements. Despite these gaps, it remains quite user-friendly.</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> | 5 <p>Xodo Sign has a limited feature set, making the interface simple. The UI feels outdated, with a lackluster theme and weak color design. Navigation is straightforward, and the drag-and-drop builder is easy to use.</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> | 3 <p>Xodo Sign handles basic e-signatures but lacks key advanced customizability like e-witnessing and signer delegation, limiting signing flows. It also doesn’t support custom fields, formula fields, or conditional fields, reducing document customization. Formatting of fields and validation is heavily limited: there are basic controls like required / not required, read-only, and text / number / email address etc. for validation. User permissions can't be customized either.</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> | 9 <p>Xodo Sign 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 might take up to an hour. It's not possible to set custom roles, so setting up extra team members should also take under an hour.</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> | 6 <p>Xodo Sign offers customer support through a help center with a good range of articles, as well as email and live chat, though live chat isn’t available 24/7. Premium support, with faster response times, is only available to users on higher-paid tiers.</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> | 4 <p>Xodo Sign supports integrations via Zapier, enabling connections with major platforms like Salesforce, HubSpot, and Pipedrive. However, it lacks native integrations with many popular tools, relying heavily on Zapier. Native integrations are limited to a few, such as Google Drive and Dropbox. It does offer API access.</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> | 6 <p>Xodo Sign has limited options for exporting completed document data. Finished documents and audit trails can be exported as PDFs. Native integrations with Google Drive and Dropbox allow some data syncing, with API access for further customization.</p> |
