Formstack Sign (formerly InsureSign, acquired by Formstack July, 2019) offers their eSignature application for document signing across all platforms (e.g. mobile, tablet, etc), document backup with audit trail, and support with features built around the needs of insurance agents and agencies.
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SignNow
Score 8.8 out of 10
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signNow is an eSignature solution with mobile apps for iOS and Android. signNow can be integrated into popular platforms and offers SaaS, public cloud, and private cloud deployment options with the same underlying API. This enables customers to leverage the power and usability of the signNow eSignature platform, while meeting their particular security and compliance requirements.
I like how fast the process is to send and receive my signed and completed paperwork. Certain companies that I do business with require a "wet signature" so it cannot be used every single time in my business
SignNow is well suited for any situation where you need to send a document to an individual or group of people for signatures. When sending documents to groups, you can send them to everyone all at once or dictate the signing order, making it easy to customize the signing process to your unique needs.
The features are too limited. The biggest issue though is the flexibility for editing existing forms without having to create a whole new form. The other issues are its payment partner options, lack of automation, and logic flow. We plan to quit this software and use other software in its place.
In terms of core functionality - adding options for signatures, text, dates, check boxes, etc., as well as customising the body of the request, the title of the request, follow-ups / reminders for signature, etc., SignNow is great. It's really easy to navigate and use in this regard. SignNow loses points when it comes to the end-user who needs to sign. There's an option for them to either use the app (which is most prominent in the page that shows when they open the request) or to sign using their browser (which is much smaller). I had my assistant create this step by step guide for our clients, so they can complete the request the way we need them to:https://docs.google.com/presentation/d/1FopYjlykHMFjIAQjgaNLtNIvSCQND_kb86-U9bA5M2A/edit?usp=sharing As far as I'm aware, you can't make it mandatory for them to draw their signature, and there's no option to remove the prompt for them to download the app when signing on their mobile device. I really wish these were options, but they don't take away from the fact it does what it is intended to do, and it does it well.
SignNow is always available when I need it. It seems that most updates occur outside of business hours so I have full functionality when I need it most between the hours of 8am-6pm EST. There has only been I time when I experience application errors when I need to use the system but it did not last long and the issue was resolved within a few hours.
I only used SignNow support when setting up. I uploaded a bunch of documents in the wrong place and needed assistance in moving them. Unfortunately they were not able to move the documents and I needed to upload into a different place. This is where I feel the system itself could benefit from some flexibility for their customers.
It was nice to be shown the basics of the system and be able to see or understand the specific functions our company would need to use, such as the template creation, document grouping and document group templates. Being taught on how to use these functions, made learning them much easier.
Make sure you know exactly what you need before implementation and be sure to ask how to use the most important functions of the system that you will be using.
Better functionality at a much more acceptable price. With Formstack, if we have issues (very rare) we can actually get a hold of someone - not so much with DocuSign.
We looked at several different offerings such as HelloSign and DocuSign, but SignNow offered the same basic options for a lot less money. It was easy to implement and very user friendly. We didn't need a lot of bells and whistles which the other guys offered which honestly just complicated things.
I've used Insuresign just 15 times in the last 30 days and saved 150 pages of paper and ink. I've also saved countless hours faxing, emailing , mailing and waiting and trying to get the client to sign and return the paperwork.