[ DocuFirst Reviews ](https://www.g2.com/products/docufirst/reviews) [ DocuFirst Reviews ](https://www.g2.com/products/docufirst/reviews) # DocuFirst Features ##### ## Platform (21) Custom Branding Custom branding can be applied through signature process User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Performance and Reliability Integration APIs Email Management Manage, store and organize emails within the system or via third-party apps Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Forms Management Store, manage and track all forms in a centralized location Contact Management Manage, organize, and store contact information Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Workflow Management Create, design and manage workflows for repetitive tasks Document Management Store, manage, and track all electronic documents in a centralized location Contract/License Management Track, store, and access client contracts or licenses Renewal Management Manage and track the renewal process for various services, subscriptions, contracts, or licenses Registration Management Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc. Event Management Schedule and manage the logistics of activities and other gatherings Marketing Management Plan, track, and evaluate marketing activities including promotions, customer outreach, and branding Expiration Management Track and manage expiration of various items including products, warranties, licenses, and contracts Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Video Management Store and manage online video content Show More ##### ## Signature Process (10) Document Signing Allows signor to easily and intuitively sign documents Reminders and Expirations Reminds signors of documents that are waiting to be signed and document expiration dates Sign-In Process Process of authenticating is secure and seemless Mobile Signatures User can easy send and sign documents on mobile devices Signature Workflow Sendor/Adminstrators can easily set up and track documents through multiple signature steps Bulk Digital Signatures Send documents requiring signature to 1000's of signers at once Reporting Provides standard reports and easy creation of custom reports to manage signature process Signature Document Creation Easy to create signature blocks on all required electronic document types/formats Multi-Party Signing Share documents with different users to collect multiple signatures Electronic Signature Digitally sign online documents Show More ##### ## Security and Scalability (3) Regulatory Compliance Meets required regulartory compliances Signature History and Audit Tracks all document signing history to comply with required regulations Enterprise Scalability Provides features to allow scaling for large organizations Show More ##### ## Customization (5) Custom Fields Allows users to add custom fields to forms that aren't already on the templates Conditional Logic Enables forms to hide or show certain fields based on respondents' answers Multi-page Forms Allows users to create forms with more than one page Design Gives users the ability to customize the design of forms (e.g. logo, brand colors, fonts, etc.) Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Show More ##### ## Additional Functionality (76) Embedded Forms Enables forms to be embedded onto a website without having to create code from scratch Offline Capability Can used without an internet connection Notifications Sends notifications when a completed form is recieved Payments Contains integrations with payment processors, enabling users to accept payments through forms Mobile Forms Allows users to build, distribute and access forms from a mobile device Customizable Forms Customize contracts and forms to collect specific information Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Approval Process Control Manage the process of evaluating documents or requests submitted for approval Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Authentication Verify the identity of users/devices to enable secure access Data Security Protect sensitive data for digital privacy Reminders Timed notification for any upcoming task, deadline, appointment, or activity Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Access Controls/Permissions Define levels of authorization for access to specific files or systems Version Control Track revisions and updates made to files and navigate between different versions Single Sign On Allow users to access multiple services after entering their login credentials once Audit Trail A record of all activities within the system, including user access, changes made, etc. AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Encryption Convert data into a code for security Signature Capture Digitally capture and store a person's handwritten signature Document Conversion Convert documents and images into editable file formats Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Team Collaboration Allow multiple team members to edit and work on the same document Generative AI Use AI to generate content in the form of text, images, videos, etc. Status Tracking Track the status over time for a request, process, asset, or transaction Customizable Fields Customize data fields to support various needs and use cases Searchable Database A collection of records that can be retrieved based on specific queries QR Codes Matrix barcode that stores information Two-Factor Authentication Extra layer of security that requires not only a password and username but also something specific to that user Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Location Manage and support multiple locations Real-Time Data Receive data and information in real time Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Age Verification A way for institutions and businesses to check the age of their customers/clients. Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Secure Data Storage Securely stores data to prevent data loss or breaches Waiver Kiosk Set up computers on location to help users sign waivers on-site Data Import/Export Import and export data to and from software applications Photo Capture Capture photos for any type of use case Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Customizable Branding Add customized logos and colors to align with company branding SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Document Storage Store and organize documents in a centralized system Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Data Capture and Transfer Import, collect, and capture data from multiple sources Autofill Automatically populating fields or sections within a form Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Convert to PDF Create, edit, convert to and from PDF files Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Media Library Collection of images, videos and other digital content that can be used Generative AI Use AI to generate content in the form of text, images, videos, etc. Full Text Search Search for specific words or phrases within a document or database Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Forms Management Store, manage and track all forms in a centralized location Electronic Signature Digitally sign online documents Third-Party Integrations Set up connections to third-party platforms to improve business processes Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Mobile Access Access software remotely via mobile devices Show More ##### ## Agentic AI - E-Signature (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ## Top-Rated Alternatives [ ![Docusign](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign.svg "Docusign") Docusign 4.5/5(2,629) ](https://www.g2.com/products/docusign/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,621) ](https://www.g2.com/products/pandadoc/reviews) [ ![Adobe Acrobat Sign](https://images.g2crowd.com/uploads/product/hd_favicon/478678941e2cab8a8bf8f98586f19726/adobe-acrobat-sign.svg "Adobe Acrobat Sign") Adobe Acrobat Sign 4.4/5(1,070) ](https://www.g2.com/products/adobe-acrobat-sign/reviews) [ View All Alternatives ](https://www.g2.com/products/docufirst/competitors/alternatives) ##### Categories on G2 [ Online Form Builder ](https://www.g2.com/categories/online-form-builder)[ E-Signature ](https://www.g2.com/categories/e-signature) ##### Explore More [ Best tools for runtime container security monitoring ](https://www.g2.com/discussions/best-tools-for-runtime-container-security-monitoring)[ What is the most affordable mobile app analytics solution? ](https://www.g2.com/discussions/what-is-the-most-affordable-mobile-app-analytics-solution)[ What are best financial data APIs providing comprehensive asset class coverage with reliable real-time data delivery? ](https://www.g2.com/discussions/what-are-best-financial-data-apis-providing-comprehensive-asset-class-coverage-with-reliable-real-time-data-delivery) [ Which ethics and compliance learning platforms make it easy to roll out consistent training across new hires and existing employees during onboarding? ](https://www.g2.com/discussions/which-ethics-and-compliance-learning-platforms-make-it-easy-to-roll-out-consistent-training-across-new-hires-and-existing-employees-during-onboarding)[ What platform provides the best analytics for billing performance? ](https://www.g2.com/discussions/what-platform-provides-the-best-analytics-for-billing-performance)[ What are the best equity management software for startups managing cap tables across multiple funding rounds? ](https://www.g2.com/discussions/what-are-the-best-equity-management-software-for-startups-managing-cap-tables-across-multiple-funding-rounds) Show More [ Best tools for runtime container security monitoring ](https://www.g2.com/discussions/best-tools-for-runtime-container-security-monitoring)[ What is the most affordable mobile app analytics solution? ](https://www.g2.com/discussions/what-is-the-most-affordable-mobile-app-analytics-solution)[ What are best financial data APIs providing comprehensive asset class coverage with reliable real-time data delivery? ](https://www.g2.com/discussions/what-are-best-financial-data-apis-providing-comprehensive-asset-class-coverage-with-reliable-real-time-data-delivery) [ Which ethics and compliance learning platforms make it easy to roll out consistent training across new hires and existing employees during onboarding? ](https://www.g2.com/discussions/which-ethics-and-compliance-learning-platforms-make-it-easy-to-roll-out-consistent-training-across-new-hires-and-existing-employees-during-onboarding)[ What platform provides the best analytics for billing performance? ](https://www.g2.com/discussions/what-platform-provides-the-best-analytics-for-billing-performance)[ What are the best equity management software for startups managing cap tables across multiple funding rounds? ](https://www.g2.com/discussions/what-are-the-best-equity-management-software-for-startups-managing-cap-tables-across-multiple-funding-rounds)