| Functionality | 9 <p>Zoho Sign provides a complete eSignature solution, supporting web forms and payment collection while signing. The drag-and-drop builder allows customization with validation and custom fields. Users can control signing order, delegation, e-witnessing, and in-person signing, with team permission management. However, reporting is limited, as Zoho Sign’s reports don’t track key insights like completion time or completion rate. Instead, it only categorizes documents by status (in progress, recalled, expired, completed, document type, etc.). Security features include password protection and ID verification.</p> | 5 <p>Agree's functionality is nascent. Whilst it excels at payments</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 eliminates the need for separate document requests, and Zoho Sign allows payment collection through Zoho Checkout. Users can also edit and resend documents without voiding them, making corrections quick and simple.</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 | 7 <p>Although Zoho Sign has a solid set of features, the interface feels functional but not the most refined. Navigation is straightforward, but some advanced controls could be better organized. The UI is modern but lacks polish in certain areas.</p><p>The drag-and-drop builder is easy to use but not as advanced as some competitors. The reports section categorizes documents by status (in progress, recalled, expired, completed etc.), but it lacks deeper insights like completion time or completion rate, making tracking less intuitive for high-volume users.</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 | 8 <p>Zoho Sign offers flexibility with branding, field properties, signing order, and team permissions. It supports formula fields, custom fields, and conditional logic to show or hide objects based on inputs. In-person signing, e-witnessing, and signer delegation cover all signing flows. However, it lacks custom reports, a major limitation for businesses needing detailed insights. However, you can’t generate tailored reports or track key metrics beyond basic status views.</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 | 6 <p>Zoho Sign 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. Integrations like Salesforce, Google Drive, Dropbox, Stripe, PayPal, and Slack can be set up through Zoho Flow, reducing manual effort. 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> | 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 | 6 <p>Zoho Sign provides comprehensive customer support through email and 24/5 phone support for paid subscribers across multiple regions including the USA, India, and Australia. Their Help Center offers extensive resources including guides, documentation, FAQs, forums, and blogs. They also provide paid one-on-one training sessions for personalized assistance.</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 | 7 <p>Zoho Sign integrates with major platforms through various methods. 1st-party integrations via Zoho Flow include Salesforce, HubSpot, Pipedrive, Dropbox, Stripe, PayPal, and Slack. 3rd-party integrations are available for Google Drive (via Google Workspace Marketplace). Zoho Sign also offers Zapier integration for connecting to thousands of additional apps, and provides an API 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>Zoho Sign offers multiple ways to export completed document data. Finished documents can be exported as PDFs, audit trails are available in CSV format. A wide range of reports can be downloaded as CSV or PDF. Some native CRM integrations allow easy data syncing, and additional data can be exported through the API for further customization and automation.</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> |
