Name: Formstack Sign - Flexible Electronic Signature Software for Any Team
Uploaded: 2019-11-22T01:40:50.000Z
Duration: 1 min 29 s
Description: Formstack Sign - Flexible Electronic Signature Software for Any Team

Help Desk

Web and Video Conferencing

Customer Support

Augmented Reality Development

Chatbot

Flowchart

Development

Business Intelligence (BI)

Collaboration

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Budgeting and Forecasting

Crypto Accounting

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

International Payroll

Payroll

Succession Planning

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Blade Servers

Change Management

Cloud Data Warehouse

Cloud Storage

Continuous Delivery

Data Fabric

Data Pipeline

Data Quality

Fraud Detection

IT Service Providers

Identity Verification

Integration Platform as a Service (iPaaS)

Interoperability

Managed File Transfer (MFT)

Managed Print

Network Performance Monitoring

Network Traffic Analysis (NTA)

Office Migration and Repair

Remote Desktop

Software-Defined WAN

Telecom Expense Management (TEM)

Test Management

User Activity Monitoring

Virtual Private Network (VPN)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Digital Experience Intelligence

Email Marketing

Enterprise Marketing Management

Local Marketing

Marketing Automation

Marketing OS

Presentation

Social Media Management

Survey & Forms Building

Web Analytics

Wholesale Marketplace

Marketing

Project Management

Transcription

Wireframing

Professional Services

Customer Relationship Management (CRM)

Proposal

Revenue Operations

Sales

Automotive

Awards Management

Construction Accounting

Oil and Gas

Vertical-Specific

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### Document Management
User feedback on Formstack Sign's document management functionality is varied and covers a range of perspectives. While some users appreciate the ease of uploading and sending documents for electronic signature, others express frustration with the inability to reorganize pages within documents or make adjustments easily. The platform's efficiency in getting documents signed electronically is highlighted positively, with users noting significant time savings in the document signing process. However, there are suggestions for improvements, such as enhancing the ability to separate signed documents for different carriers or adding features like page breaks for better document organization. Despite some minor drawbacks, Formstack Sign seems to be a valuable tool for streamlining document signing processes and increasing overall efficiency.

### Signature Process Efficiency
Users consistently praise Formstack Sign's efficiency in handling electronic signatures. They appreciate the streamlined process of obtaining signatures, which saves time and eliminates the need for physical signatures. The ease of use and accessibility of the software make it convenient for both businesses and clients to sign documents electronically. Additionally, the quick turnaround time on signatures and the ability to maintain signatures on file efficiently contribute to the overall positive user experience with Formstack Sign's signature process efficiency.

### Legal and Contractual Documents
Users consistently praise Formstack Sign's efficiency in handling contracts and time-sensitive documents. The ability to sign contracts electronically has proven to be a significant time-saver for organizations, allowing for swift turnaround times compared to traditional methods. The ease of use and functionality of InsureSign for contract management has been highlighted as a key advantage, particularly in overcoming distance and time constraints when dealing with contracts and applications.

### Electronic Delivery and Storage
User sentiment regarding Formstack Sign's electronic delivery and storage capabilities varies widely. Some users appreciate the ease of uploading and sending documents for electronic signature, highlighting the convenience and efficiency it brings to their workflow. However, there are concerns raised about certain limitations, such as the inability to have multiple signatures with one email address and issues with file naming when documents are emailed back. Despite these drawbacks, many users find the platform effective in securely sending documents for electronic signature, eliminating the need for physical visits to the office and expanding their reach geographically.

### Security and Privacy
Users consistently highlight InsureSign's robust security measures, ensuring that sensitive documents are securely transmitted and stored. The platform's emphasis on privacy protection is well-received, with users expressing confidence in the confidentiality of their data. InsureSign's dedication to maintaining a secure environment for document handling is a key factor in its positive reception among users.

### Client Interaction
Users unanimously praise Formstack Sign's ease of use for clients when signing documents electronically. The feedback highlights the convenience and time-saving benefits for both agents and clients. Clients appreciate the ability to sign documents from anywhere, whether it's on their phone, tablet, or computer. The platform's user-friendly interface and straightforward process make it a preferred choice for many users. Additionally, the feature that eliminates the need for clients to remember to sign and submit documents back promptly is highly valued.

### User Experience
Users consistently highlight Formstack Sign's user-friendly system, emphasizing its simplicity in guiding clients through the electronic document signing process. The platform's intuitive interface and efficient features are commended for streamlining operations and enhancing overall user satisfaction. Additionally, the ability to save previous information, easy form accessibility, and convenient auto-reminders contribute to a positive user experience, making Formstack Sign a valuable tool for both agents and customers.

### Customer Satisfaction
Users consistently highlight InsureSign's ability to streamline document signing processes and improve customer satisfaction. The platform's user-friendly interface and convenience in remote signing have garnered positive feedback from clients. Additionally, the affordability and ease of administration contribute to a positive user experience, ultimately leading to increased customer satisfaction.

### Time Management
Users consistently praise Formstack Sign for its time-saving capabilities. The general sentiment is that the platform streamlines processes, allowing for quick turnaround times on documentation. Many users highlight the efficiency of Formstack Sign in saving time by eliminating the need for physical signatures and reducing the back-and-forth typically associated with document signing. The consensus among reviewers is that Formstack Sign's time management features significantly contribute to increased productivity and operational efficiency.

### Business Operations
Users consistently highlight Formstack Sign's business operations capabilities as a key asset, emphasizing its ability to streamline office tasks and agency management processes effectively. The platform's intuitive features and accessibility have garnered positive feedback, with users noting the significant time-saving benefits it offers in handling administrative tasks efficiently. Additionally, Formstack Sign's capacity to facilitate remote document signing without compromising security has been well-received, contributing to improved operational efficiency and client satisfaction.

The recommendations from the reviews can be summarized as follows:

Many users recommend trying out the software, as it simplifies the process of obtaining signatures and is a huge time saver. It is easy to use and efficient, making it a valuable tool for businesses. Some users believe that the software is especially beneficial for companies with more than 500 employees.

Several reviewers highly recommend the software for its ease of use and convenience. They find it quick and easy to use for keeping track of documents and believe that it makes the document signing process simple and clean. Users also appreciate the software's security features, considering it a logical and secure site for document signing.

Many customers find the software cost-effective and highly recommend it. They believe that it expedites workload, helps complete tasks faster, and saves time, paper, and money. Users also praise the software's integration with management programs and outstanding documentation.

Overall, users recommend giving the software a try, taking advantage of its free trial and quick setup assistance. They believe that it will simplify life, increase productivity, and provide a quicker and more efficient system for collecting signed documents.

InsureSign has garnered positive reviews from users who find it easy to use for signing paperwork, whether it's done through their phone or computer. This convenience saves both time and resources as it eliminates the need for paper and ink. InsureSign is widely accepted by most parties involved and continues to improve over time, meeting and exceeding service expectations in the insurance industry.

Especially during the pandemic, e-signature tools like InsureSign have become invaluable for insurance agencies. The ability to seamlessly send and receive documents electronically has allowed for efficient workflows and minimized physical contact. The integration of InsureSign with the agency management system, Formstack, further enhances workflow efficiency, ensuring a smooth process from start to finish.

The features of text messaging and form templates are important for success with InsureSign. These capabilities enable agencies to communicate with clients effectively and provide standardized documents that can be easily filled out and signed. By utilizing InsureSign throughout the office, agencies are able to complete the application process quickly and efficiently, reducing the need for mailing and saving time for both agents and customers.

InsureSign is not only beneficial for individual agencies but also for organizations as a whole. It enables a smooth workflow across multiple departments, eliminating the hassle of tracking down signatures and ensuring that all necessary documents are completed on time. Additionally, InsureSign sends reminders to clients for their signatures, freeing up time for other tasks and improving overall productivity.

Easy to Use: Users have consistently found InsureSign to be exceptionally user-friendly, even for those who are not familiar with electronic signing. Several reviewers have mentioned that the platform's intuitive interface and straightforward navigation make the signing process quick and hassle-free.

Convenient Integration: Many users appreciate the seamless integration of InsureSign with their management system. They find it convenient to access and send documents directly from their existing workflow. Additionally, the ability to text documents through InsureSign has been praised by several reviewers as a time-saving feature.

Templates for Quick Sending: The availability of templates for commonly used forms in InsureSign has received positive feedback from numerous users. This feature allows them to quickly send out documents without having to recreate them each time. Reviewers have highlighted that this saves them significant time and effort in their document sending process.

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.

Acrobat Pro DC with advanced e-sign

Acrobat Standard DC for teams

Acrobat Sign Solutions

Box is an online Intelligent Content Management solution that caters to individual users as well as businesses.

Business Starter

Business

Business Plus

Enterprise Plus

Enterprise Advanced

Formstack Sign

Software providing a secure way to sign, send, and store documents in the cloud.

Electronic Signature

Likelihood to Recommend

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, Formstack enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives - all while saving the average user 17 hours per week. Formstack’s Suite includes everything needed to accelerate digital work including: <ul><li>Forms: Power data collection with online forms that don’t require any coding to set up. Collect payments, capture leads, administer surveys, and more.</li></ul><ul><li>Documents: Put an end to cut and paste with a document generator that lets teams populate data into beautifully designed documents that can be sent anywhere.</li></ul><ul><li>Sign: Eliminate paperwork with a drag-and-drop eSignature solution that lets operators collect digital signatures for forms and documents on any device.</li></ul>

Formstack

Formstack Sign - Flexible Electronic Signature Software for Any Team

If you're still mailing, faxing, or scanning forms to collect signatures, it's time for an upgrade. Formstack Sign is the perfect solution for anyone looking for a versatile, secure way to capture online signatures!

Simply upload your document and add your signer's information, and Formstack Sign will send them an email or text with the document to be signed. With flexible signing, users can complete their forms using a computer, tablet, or mobile phone.

Learn more here: http://bit.ly/35nMhcn


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RingEX

HawkSoft

Microsoft Teams

Owner

Formstack Sign (formerly InsureSign) 2021-02-04 11:47:39

QuickBooks Online

Applied Rater

QQCatalyst

InsureSign 2018-07-25 09:02:42

Dropbox DocSend

Personal Lines Manager

InsureSign 2018-07-18 10:01:34

QuickBooks Desktop Pro

President

InsureSign 2018-07-25 09:06:45

OneDrive

Zoom Events & Webinars

Licensed Insurance Agent

InsureSign 2018-07-18 09:48:51

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Text box

Separate email

Log back

Time frame

Simple to use

Zoom feature

Free form

Customizable fields

Multiple logins

One email

Easy to use

Drag and drop

Easy process

No phone

Ease of use

Exceptionally easy

Management system

Multiple pdfs

Use of templates

Fast and easy

Home

Electronic Signature Software

E-signature has become such an important tool in our insurance agency, especially during the pandemic. Having the ability to seamlessly send and receive documents to our clients has been a game changer. Formstack fully integrates with our agency management system which is key to an efficient workflow. The ability to text and form templates are two features that are also important to our success.

Integration with our management system.
Ability to text the documents.
Use of templates for commonly used forms.

Sometimes there is a requirement of multiple logins.

Clients want instantaneous satisfaction - this is it!

I am the main user of InsureSign and it makes it easy for my clients to sign the paperwork needed to start their insurance protection. They can sign from their phone or computer so it's an easy to use product for me and the clients. Saves paper and ink as well as valuable time for all parties. It's accepted by most and it continues to get better.

I save the paperwork to my computer, upload it to InsureSign and with a few clicks it sent and the clients makes a few clicks and it's finished.
It's so fast and easy that it's almost a miracle.
InsureSign has saved me so much valuable time and it's a system for processing my paperwork that I will never be without.

I can't think of any features that are missing. It's so simple to use.

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.

QQCatalyst, Applied Rater, QuickBooks Online

InsureSign is one of the most important and useful tools in our agency as it enables us to conveniently - both for our agency and our clients - provide all manner of documents for our clients to review and sign electronically. This allows us to meet and even exceed service expectations from both prospective and current clients.

Exceptionally easy to use
Intuitive - even users who aren't familiar with electronic signing have, with rare exception, had no difficulty using InsureSign
Convenient

While it's not a flaw specific to InsureSign I've found when multiple signatures are required using e-signing programs can prove more challenging particularly from the standpoint some clients (i.e. - husband & wife) may share one email account and these programs require a separate email account for each signer.
It would be useful to have an email prompt to the agent if a user hasn't signed within a specified time frame that enables the agent to send a personalized follow up message to the intended recipient.

InsureSign has greatly improved our results obtaining client signatures.
InsureSign is one of the important tools that allows us to work from any location - it was so impactful we even closed our storefront office and now work from home offices. The ability to seamlessly conduct business from any location was key to that decision.
InsureSign has improved our ability to provide quick turnaround for prospective clients improving our sales results - we're no longer hampered by being required to meet with a new client in person to obtain signatures.

I use InsureSign throughout my office. We use it to complete the application process without delay. We quote and bind a case within minutes as opposed to several days.

Quick - Send a link to the client, they click to sign, case closed!
Personalized - Our company logo is on the delivery link so our client knows that this is from our office.
Easy to use - our applications have multiple attachments so we upload each packet which combines into 1 document the our client needs to maneuver through.

It would be nice to add our own words or describe what is needed in the free form text box. This was a feature in a past version.

Save time - signatures are usually obtained instantaneously.
Less follow-up needed.
E-signatures are accepted in our industry so we take advantage of it.

As an insurance agent, all of our agents use InsureSign to get our insurance applications signed by our customers. This cuts down on mailing, time, and it's very user-friendly for both the agent and the customer.

Allows the customers signing our applications to sign in multiple ways (phone, computer).
Can attach multiple PDFs to be signed at once.
Provides many different options to fill out a form that needs to be signed. Allows fields to be mandatory or optional as well as options for initials, signatures, dates, etc.

Should go back to emailing the signed form as a PDF instead of having to log back on every time to send then retrieve. Makes for too many steps when the completed form could be emailed straight to you when finished.
Will sometimes fade some of the fields that you are trying to place a text box on.

3CX Phone System, OneDrive, Zoom Video Webinar

Formstack Sign
Formerly InsureSign

Overview

What is Formstack Sign?