Formstack Sign Reviews & Product Details

Easy to use and function is simple to understand. The design is also user friendly with the upload and/or drop down file function. I also like that you can add multiple files onto one upload to send to a client for signature. It's also nice that the client gets a copy of the completed file like we do for their records too. The cost is also a benefit because it's cost effective for the functionality we received and use. Review collected by and hosted on G2.com.

It would be nice to have a text only option for forms if someone doesn't have an email but has a cell phone. Unless someone has an email, you can't access the text function solely. You have to have both. I don't have any other complaints with the system. Also, when it was InsureSign, it was easier to explain to clients. Under the new name that is now changing again, it's a bit wordy. InsureSign was easier to comprehend, FormStackSign needs a littler more explanation with clients so they know to expect that email, in case it goes to the SPAM folder. Review collected by and hosted on G2.com.

It is very user friendly and easy to set up. Review collected by and hosted on G2.com.

The company changed names from InsureSign to Formstack in 2019. The new name is not as clear to the recipients which causes the recipients to question its legitimacy. Review collected by and hosted on G2.com.

I like that it is a somewhat simple product, and my absolute favorite part is how well it ties into Formstack Forms and Formstack Documents - I'm thinking they'll make the integration even tighter and easier over time, but even now it's pretty great. No reason to use a product like Zapier to connect or anything like that if you're using Formstack forms or Documents, and no knowledge of connecting APIs or even Webhooks is necessary, just a simple process that takes a minute or two to connect, all without leaving Formstack. Very cool. It also comes out on the same bill with your other Formstack products, which tends to make billing easier. Review collected by and hosted on G2.com.

The product is not the most visually appealing in the world, especially when you stack it up next to HelloSign and Docusign, which I think tend to look better. There are no integrations with any file storage solutions like Google Drive, Dropbox, One Drive, or Box yet. Sometimes logging in can get tricky if you're logged into all three Formstack products at the same time - annoying, but not a deal breaker for me since the features of all three products together make it more than worth it. Review collected by and hosted on G2.com.

Formstack Sign, works well with our file types, we are not worried whether it is PDFs, JPEGs, PNGs, or any Microsoft Documents and provides captures signature for us along with dates. In this way we keep a good record of our working. Our clients never faced any difficulty in drawing the signatures, because they can easily sign by using a premade signature and also they can draw with their finger. It has become a valuable platform for working efficiently. Review collected by and hosted on G2.com.

Formstack is not associated with nay live chats or live callings, because sometime customers needed to confirm the things again, and it becomes time consuming to login through other apps for communication and then coming back towards it. Review collected by and hosted on G2.com.

Formstack Sign is super easy to use. We were up in running in minutes. The platform is intuitive. Just load your file, select a signer, then drag and drop where you need signatures, text or dates. And you can easily make reusable forms. Very pleased with this tool! Review collected by and hosted on G2.com.

I wish our users could share docs with each other in another format than sharing the URL Link. I'd like them to be able to edit another users form. Maybe have the ability to lock it for those you don't want editable. Review collected by and hosted on G2.com.

I like Formstack Sign because I can customize different forms to meet my needs and those of my customers. I can create forms that differ in levels of complexity based on requirements. I also like that I'm able to encrypt all the information to keep the security in my business high. There's also the option to decide whether we want the forms to be viewed by certain people or not. Review collected by and hosted on G2.com.

I don't have any complaints! The software works really nice. Review collected by and hosted on G2.com.

InsureSign provides a customized professional appearance and an easy to use template available on all platforms. Our customers love ability to have documents securely sent for signature electronically versus having to make an additional trip to the office. In addition, it allows us to expand our marketplace geographically, no longer needed the client to physically come to our office. Review collected by and hosted on G2.com.

It would be nice if we were able to rearrange pages of each document right inside InsureSign, this is generally a feature offered with PDF editors so it is not an expectation, but would be a great addition! Review collected by and hosted on G2.com.

It's easy to use and the API continues to be developed to function with advance use cases. Review collected by and hosted on G2.com.

No reporting or the ability to subscribe to reports to help business owners stay informed about various sign projects. Review collected by and hosted on G2.com.

Using InsureSign is super easy and really helps not having to make customers come into the office just for a vehicle change or something small. Absolutely love the service. Review collected by and hosted on G2.com.

I dislike having to drag and drop boxes and it bothers me when the boxes/signature don't line up with the entry line. Review collected by and hosted on G2.com.

I love InsureSign for it's ease of use on the client side...no passwords required to log in and I love that it has the helpful feature to take them to the spot they need to sign. I also love that I can type text and that the program remembers contact information. Review collected by and hosted on G2.com.

Nothing I can think of that I dislike about InsurSign. Review collected by and hosted on G2.com.

Easy to use for both the agent and their clients. If the client cannot find the first one, it is easy to re-send. Attaching and changing the order of the forms is simple. The cost is comparable or less expensive than many of the competitors. Review collected by and hosted on G2.com.

There really isn't anything I dislike about this product. Review collected by and hosted on G2.com.

So simple and it doesn't matter how many pages you need to get signed. They are always clear and crisp. Quick, easy and convenient for customers to return signed forms. Review collected by and hosted on G2.com.

Would like a blank text box feature if there is a block of info that needs to be completed. Review collected by and hosted on G2.com.

Ease of use. The system is very user friendly and uses a common sense approach to using the interface. Review collected by and hosted on G2.com.

If I have a document that I set up in error, I don't like that I can't simply delete it. At present time, I must cancel and then archive if I want the document to be "hidden." Review collected by and hosted on G2.com.

The system is very user friendly and saves all previous information! The forms are easily accessible and super easy to fill out for your customers. The auto-reminders to clients are excellent as well! I also like being able to go write back where I left off, have the option to cancel a signature, update the forms, and all the options with one drop down menu. Review collected by and hosted on G2.com.

Can't think of any, it just really comes in handy for required forms! I would just recommend an auto-download feature that sends the signed forms to your email in PDF format. To also have an option for a Every 3rd day reminder, instead of every day. Some customers see that as a pain, but really, they just need to sign! Review collected by and hosted on G2.com.

I like how quickly I am able to prepare and send the document to be signed. The response rate on the tech support is very quick, and they are very thorough in helping. Review collected by and hosted on G2.com.

I would like to be able to upload more than one documents at a time. I would like to be able to do it at one instead of adding them individually. Review collected by and hosted on G2.com.

I have first hand knowledge of my customers. I know when they don't get their signatures done and I can follow up, instead of leaving it in the hands of the carrier. It is nice that the carrier offers the e-sign option, but I still prefer the hands on customer experience for my insureds. Insuresign let's me offer that kind of experience. Review collected by and hosted on G2.com.

Not a thing. It is easy to use, track and search. Review collected by and hosted on G2.com.

Insuresign makes it easy to bind new business for clients just moving here, or clients who travel frequently. Our clients are happy because it means they can sign from home, instead of taking time off work to swing by the office! Review collected by and hosted on G2.com.

Sometimes the documents have difficulty uploading... not sure if this is an Insuresign issue or if this is an issue with our internal broker management system. Review collected by and hosted on G2.com.

I use this program 5-10 times per day to sign contracts, proof of insurance and other documents that are time sensitive. Review collected by and hosted on G2.com.

Honestly at this point I on;t find any negatives. Things are process quickly and accurately. Review collected by and hosted on G2.com.

InsureSign is far and away the easiest software to administer. It's affordable, the users love it and it makes our customers happy. What else can you ask for? Review collected by and hosted on G2.com.

Can't think of anything I dislike. Love It! Review collected by and hosted on G2.com.

This product has saved my office a TON of time and unnecessary paper / clutter. It also makes it much easier for clients to sign in a timely manner. The reminders help my staff from needed to follow up. Highly recommended Review collected by and hosted on G2.com.

The system had once sent me as the sender a pdf of the executed copy. Now I have to click and download. Not a big deal, but it was easier to pull the document before Review collected by and hosted on G2.com.

Easy to upload documents that need a quick authorization. Review collected by and hosted on G2.com.

I wish there was a way to separate signed documents. Often on commercial lines I have property, gl, wc apps, etc that are all going to separate carriers plus sometimes finance agreements. I either have to send a separate InsureSign email for each document or send one and then forward the single signed document with impertinent information to all final destinations. A ‘page break’ feature would be nice. Review collected by and hosted on G2.com.

I like the way the system is set up. Very easy to navigate and understand the steps that are needed in order to process the form. Review collected by and hosted on G2.com.

Cant really say I dislike anything. Its a great system to use for sending forms for people to e-sign. Review collected by and hosted on G2.com.

I love the ease of use and the email notification system to alert when and document has been e-signed! Review collected by and hosted on G2.com.

Nothing to note. The program has been great so far. Review collected by and hosted on G2.com.

My Clients can follow the easy directions and they don't have to make time to come into the office. Saves everyone time. Review collected by and hosted on G2.com.

I wish you would send reminders to sender and recipient that signature has not been received. Review collected by and hosted on G2.com.