| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| 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> | 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> |
| 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>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> |
| 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> | 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> |
| 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> | 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> |
