| Functionality | 8 <p>SignNow is a solid eSignature solution with a few limitations on advanced features. You can’t edit and re-issue documents, and there’s no signer delegation. It also lacks advanced security like ID verification and knowledge-based authentication, but if passwords are enough, 2FA adds extra protection. The drag-and-drop builder is easy to use with highly customizable fields, and the reports dashboard tracks completion rates, making it easy to handle high document volumes, although advanced reporting isn't available.</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 | 7 <p>The platform is easy to use, though advanced document preparation takes some learning. The clean, modern design and field auto-placement make document creation faster. The builder supports custom fields, so you can reuse validation across documents. Bulk sending, auto-reminders, and auto-fill from integrations help speed up workflows. A file upload field means you don’t have to request documents separately, and SignNow lets you collect payments when you share documents. You 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 | 8 <p>SignNow keeps things simple—the interface is clean and modern, with everything right where you’d expect. The drag-and-drop builder is easy to use, and while it lacks advanced reporting, the simple reports view makes tracking document status quick. There’s also a handy preview of the email and document before signing while customizing the signing order.</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 | 9 <p>SignNow is highly flexible, offering control over branding, field properties, signing order, and team permissions. Users can customize themes, use formula fields, custom fields, and conditional logic. Signing flows include in-person signing and e-witnessing, but API access is needed for deeper customization of signing sessions, view mode, and email notifications. However, custom permissions can’t be defined, limiting role customization. Still, it’s a strong choice for managing security and workflows in detail.</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 | 6 <p>SignNow offers a free trial, and higher-tier plans are self-serve. The onboarding process is simple, allowing users to create eSignature documents within 5–10 minutes. It integrates directly with many platforms, though HubSpot and PayPal require Zapier. Custom permission profiles and branding are 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 1–2 weeks.</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 | 9 <p>Support is available 24/7 via live chat or by submitting a request. They also offer phone support for corporate accounts. Users can access personalized Q&A through in-app chat, where friendly human agents provide helpful responses within minutes. The platform also offers self-serve support with high-depth, high-quality resources.</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 | 9 <p>SignNow natively integrates with popular platforms like Salesforce, Pipedrive, Google Drive, Dropbox, Stripe, Microsoft 365, and Slack. HubSpot and PayPal require Zapier, which also enables access to thousands of additional integrations. 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 | 9 <p>SignNow offers multiple ways to export completed document data. Finished documents can be exported as PDFs, with options to include history, attachments, and document ID on every page. Reports can be downloaded as CSV but only include basic fields like documents sent, pending, signed, average completion time, completion rate, signers, and templates. You can also send via fax, easily print, and export to the cloud with quick-access buttons. Native CRM integrations allow seamless data syncing, with additional API export options.</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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