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Formstack

Formstack Sign

Composite Score

7.7 /10

CX Score

7.8 /10

10 Reviews Write a Review

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

Greg C.

Role: Sales Marketing
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2022

Great Product!

Likeliness to Recommend

10 /10

What differentiates Formstack Sign from other similar products?

The mobile phone platform is easier

What is your favorite aspect of this product?

ease of use

What do you dislike most about this product?

I can not think of anything that I dislike

What recommendations would you give to someone considering this product?

If you need to get signatures then you need E-sign!

Pros

Continually Improving Product
Reliable
Performance Enhancing
Enables Productivity

Chris P.

Role: Sales Marketing
Industry: Insurance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jan 2022

Integral to my work,. Game Changer.

Likeliness to Recommend

10 /10

What differentiates Formstack Sign from other similar products?

Price and responsiveness.

What is your favorite aspect of this product?

Ease of use

What do you dislike most about this product?

Inability to edit PDF's.

What recommendations would you give to someone considering this product?

Does almost everything Docusign does, at a lower cost.

Pros

Helps Innovate
Reliable
Performance Enhancing
Enables Productivity

Role: Operations
Industry: Insurance
Involvement: End User of Application

Validated Review

Anonymous Reviewer

Submitted Jan 2022

Very user friendly!

Likeliness to Recommend

10 /10

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

How We Deliver

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

Greg C.

Great Product!

Likeliness to Recommend

Pros

Chris P.

Integral to my work,. Game Changer.

Likeliness to Recommend

Pros

Very user friendly!

Likeliness to Recommend

Pros

Title

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