| 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> | 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 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> | 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 | 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>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 | 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> | 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>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> | 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>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> | 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 | 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> | 5 <p>BoldSign now offers a reasonable number of integrations - including Google Drive, Microsoft 365, Dropbox and Zapier.</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> | 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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