| Functionality | 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> | 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 | 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> | 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 | 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 The UI feels outdated, with a lackluster theme and weak color design.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> | 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 | 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> | 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 | 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> | 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 | 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> | 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 | 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> | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</p> |
| Ease of Migration | 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> | 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> |
.png%2Fpublic&w=3840&q=75)
