Formstack

Formstack Sign

Composite Score

7.7 /10

CX Score

7.8 /10

10 Reviews Write a Review

Claim Software

What is Formstack Sign?

Formstack Sign is a versatile, secure way for insurance companies to collect signatures online. Let customers sign quotes, proposals, policies, and more from anywhere, and easily send signed documents to agency management systems.

Company Details

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Formstack Sign Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Formstack Sign.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

87 Likeliness to Recommend

100 Plan to Renew

76 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+93 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Formstack Sign?

0% Negative

13% Neutral

87% Positive

Pros

Continually Improving Product
Reliable
Performance Enhancing
Efficient Service

Feature Ratings

Average 89

Third-Party Integration

Workflow

E-Signatures

Notifications

Security

User-Friendly

Digital Signature

Mobile

Templates

Audit Trail

Cloud/On-Prem/Hybrid Deployment

Vendor Capability Ratings

Average 80

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support

Business Value Created

Ease of Customization

Ease of Data Integration

Ease of IT Administration

Quality of Features

Formstack Sign Reviews

Chanthanu Parikshath N.

Role: Information Technology
Industry: Technology
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Apr 2023

An Easy-to-Use and Secure E-Signature Solution

Likeliness to Recommend

4 /10

What differentiates Formstack Sign from other similar products?

We chose Formstack Sign over other e-signature products because of its ease of use, affordability, and excellent customer support. The user-friendly interface and variety of e-signature options made it the most accessible option for our employees and clients. The affordable pricing plans made it a more cost-effective option for our small business. Additionally, the integration with other business applications and workflows has made it a more efficient solution for our document management needs.

What is your favorite aspect of this product?

User-friendly interface that is easy to navigate. Offers a variety of e-signature options, including mobile signing and in-person signing. Integrates well with other business applications and workflows. Provides secure access and control over signed documents. Offers customizable branding options. Offers excellent customer support and training resources. Affordable pricing plans for small and medium-sized businesses.

What do you dislike most about this product?

The form builder functionality could be more robust. The reporting and analytics features could be improved.

What recommendations would you give to someone considering this product?

Determine your e-signature needs: Before choosing Formstack Sign, evaluate your e-signature needs and determine which features are essential for your business. This will help you ensure that Formstack Sign has the necessary capabilities to meet your requirements. Take advantage of the trial period: Formstack Sign offers a free trial period, so take advantage of it to test out the software and ensure that it meets your needs before committing to a paid plan.

Pros

Transparent
Helps Innovate
Continually Improving Product
Performance Enhancing

Sarah R.

Role: Information Technology
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Nov 2022

Competent Signature Software

Likeliness to Recommend

9 /10

What differentiates Formstack Sign from other similar products?

Formstack Sign delivers signatures that are articulate.

What is your favorite aspect of this product?

Formstack Sign brings a competent signature storage avenue.

What do you dislike most about this product?

Formstack Sign schedules the signature update dates.

What recommendations would you give to someone considering this product?

Formstack Sign is diverse in making new signatures effective.

Pros

Helps Innovate
Reliable
Performance Enhancing
Trustworthy

Avani J.

Role: Sales Marketing
Industry: Consulting
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Feb 2022

Easy-to-use Platform with Smart Templates

Likeliness to Recommend

9 /10

What differentiates Formstack Sign from other similar products?

Formstack provides an easy interface and I can send it to my clients and they can sign with no sign-in required. It also helps them spot the place to sign

What is your favorite aspect of this product?

It is an easy-to-learn platform with smart templates that can be modified as per requirements. It is convenient, reliable, and secure. It makes the mapping process easy.

What do you dislike most about this product?

Templates are a great help, but they are pricey.

What recommendations would you give to someone considering this product?

It reduces the turnaround time and you can receive documents in real-time/retrieve them whenever you want.

Pros

Continually Improving Product
Efficient Service
Effective Service
Caring

Formstack Sign

What is Formstack Sign?

Company Details

Need Assistance?

Formstack Sign Ratings

87 Likeliness to Recommend

100 Plan to Renew

76 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+93 Net Emotional Footprint

How much do users love Formstack Sign?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Third-Party Integration Able to integrate easily with other business systems e.g. CRM, ERP, Document Management, Microsoft.

Workflow Solution allows business to automate approval and action routines for easy fast processing through the lifecycle.

E-Signatures Ability to add a digital mark indicating agreement to the conditions and terms in a contract or document and also confirms the identity of the message's creator

Notifications Alerting can be triggered by the application including documents that are not signed making administration much easier.

Security Software provides appropriate data and access security.

User-Friendly Intuitive and easy-to-use, with drag and drop tools to build forms on a visual canvas-type workspace.

Digital Signature Not the same as e-signature. A digital signature is an encrypted packet associated with a document. Encrypted and decrypted via keys in a signatory certificate.

Mobile Ability to support multiple devices, OSes and platforms using mobile optimized, HTML-based web access and/or native applications.

Templates Tool provides a set of pre-made templates you can use and distribute instead of creating new ones for every situation.

Audit Trail View all previous activity including any recent edits and user access.

Cloud/On-Prem/Hybrid Deployment Supports one or many deployment models - On-prem, cloud or hybrid hosting of the database system.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Formstack Sign Reviews

Chanthanu Parikshath N.

An Easy-to-Use and Secure E-Signature Solution

Likeliness to Recommend

Pros

Sarah R.

Competent Signature Software

Likeliness to Recommend

Pros

Avani J.

Easy-to-use Platform with Smart Templates

Likeliness to Recommend

Pros

Feature Ratings

Third-Party Integration

Workflow

E-Signatures

Notifications

Security

User-Friendly

Digital Signature

Mobile

Templates

Audit Trail

Cloud/On-Prem/Hybrid Deployment

Vendor Capability Ratings

Ease of Implementation

Breadth of Features

Usability and Intuitiveness

Availability and Quality of Training

Product Strategy and Rate of Improvement

Vendor Support

Business Value Created

Ease of Customization

Ease of Data Integration

Ease of IT Administration

Quality of Features