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