---
title: Formstack Sign Reviews
meta_title: 'Formstack Sign Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 416 reviews by the users' company size, role or industry
  to find out how Formstack Sign works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 416
  scale: '5'
date_modified: '2026-08-07'
parent_category:
  name: Sales Tools
  url: https://www.g2.com/categories/sales-tools
---


# Formstack Sign Reviews
**Vendor:** Formstack, LLC  
**Category:** [E-Signature Software](https://www.g2.com/categories/e-signature)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 416
## About Formstack Sign
Fast and secure digital signatures anywhere. Formstack Sign is a cloud-based electronic signature solution that helps small to large businesses collect e-signatures for document authorization, ensure privacy, and access the system across multiple devices. Offering a host of features, such as customizable templates, a drag-and-drop interface, electronic file conversion, signer redirection/referral, reusable forms, and more, the platform syncs with Google and Outlook to help users import contact information. Additionally, it allows users to personalize documents with custom fonts, branding, and colors. Formstack Sign enables users to create password-protected documents that can be signed via SMS/text messages. To ensure legal compliance, the solution includes an audit trail for all documentation. The product is available on a per-user per-month subscription, and support is extended via email and online helpdesk. Formstack Sign is an ideal digital signature solution for any industry, including: - Healthcare - Higher Education - Insurance - Financial Services - Government - Energy and Utilities Formstack Sign saves teams an average of 13 hours per week, giving them more time to focus on impactful work.



## Formstack Sign Pros & Cons
**What users like:**

- Users appreciate the **intuitive and user-friendly interface** of Formstack Sign, enhancing their document management experience. (6 reviews)
- Users value the **time-saving automation** of Formstack Sign, enabling quick form distribution and streamlined processes. (5 reviews)
- Users find **Formstack Sign incredibly convenient** for its intuitive use and seamless integration with other software. (4 reviews)
- Users appreciate the **easy signing process** with Formstack Sign, enhancing workflow and integration with other applications. (4 reviews)
- Users appreciate the **ease of managing signatures** with Formstack Sign, streamlining document distribution and saving time. (4 reviews)
- Simple (4 reviews)
- Document Sending (3 reviews)
- Easy Integration (3 reviews)
- Easy Setup (3 reviews)
- Users value the **efficient eSignature functionality** of Formstack Sign, enhancing productivity with templates and seamless integration. (3 reviews)

**What users dislike:**

- Users face **form issues** related to setup complexity, email recognition, and unmet functionality promises from sales support. (3 reviews)
- Users express frustration over **email issues** , particularly with sender names and delays due to shared email addresses. (2 reviews)
- Users desire **better email management** to streamline organization recognition and avoid delays with clients sharing email addresses. (2 reviews)
- Users face **e-signature issues** due to limits on merges, complicating an otherwise simple platform experience. (2 reviews)
- Users find the **limited customization** options in Formstack Sign restrict their ability to tailor the tool effectively. (2 reviews)
- Missing Features (2 reviews)
- Users experience **poor customer support** with Formstack Sign, leading to frustrations during critical operational disruptions. (2 reviews)
- Users find the **limitations on signatures** complicated and lacking transparency, hindering the platform&#39;s overall usability. (2 reviews)
- App Limitations (1 reviews)
- Client Difficulties (1 reviews)

## Formstack Sign Reviews
  ### 1. InsureSign has been wonderful

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jared N. | Insurance Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

I love the ease of use and the email notification system to alert when and document has been e-signed!

**What do you dislike about Formstack Sign?**

Nothing to note. The program has been great so far.

**What problems is Formstack Sign solving and how is that benefiting you?**

We are getting documents back from clients MUCH faster. It has saved us tons of hours following up for documents we've sent out for signature.

  ### 2. Great, very user friendly.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

My Clients can follow the easy directions and they don't have to make time to come into the office. Saves everyone time.

**What do you dislike about Formstack Sign?**

I wish you would send reminders to sender and recipient that signature has not been received.

**Recommendations to others considering Formstack Sign:**

It is very easy to use for both the sender and the recipient to sign. Our clients are very happy to have this option.

**What problems is Formstack Sign solving and how is that benefiting you?**

It is so much quicker to receive signed documents and clients do not have to come to the office. We can finish applications almost immediatly.


  ### 3. Faster response time

**Rating:** 5.0/5.0 stars

**Reviewed by:** Norma G. | Licensed Insurance Agent, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 05, 2019

**What do you like best about Formstack Sign?**

This product is so easy and fast to use. Very easy to use with Hacksoft and Outlook. Our customers don't have to print any forms anymore; they easily just e-sign.

**What do you dislike about Formstack Sign?**

Nothing at all, everything is amazing, very easy for us, and we get a quick turnaround.

**Recommendations to others considering Formstack Sign:**

Actually, none. You are doing a fantastic job!

**What problems is Formstack Sign solving and how is that benefiting you?**

We achieved a lot because we can obtain signatures more quickly or have them at all. The busy lifestyle of the insured can interfere with getting documents signed.

  ### 4. Easy, Simple, Effective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lacey N. | COO, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2019

**What do you like best about Formstack Sign?**

SO EASY!! Training wasn't even needed with our "less technologically advanced" users this program is so simple to understand and operate!

**What do you dislike about Formstack Sign?**

No downsides! Every now and then (MAJOR STRESS ON EVERY NOW AND THEN) the program won't let me place certain blocks into the document, but it fixes itself!

**Recommendations to others considering Formstack Sign:**

Please at least try it! The new radio option is FANTASTIC!!!!

**What problems is Formstack Sign solving and how is that benefiting you?**

Cutting down on wait time for a client to come in and sign paperwork (some avoid it like the plague, I don't know why though because we have candy haha)

  ### 5. Insurance Agent 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carrie  S. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

the process is so easy to send insurance applications to my insured. 

**What do you dislike about Formstack Sign?**

nothing I love it.  No issues what so ever.  always makes my job easier and easier for the customer as well.  

**Recommendations to others considering Formstack Sign:**

none. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Saving the customer and myself time being able to have immediate response and applications signed in a timely manner 

  ### 6. GREAT and user friendly!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda M. | Account Manager, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

I love how simple it is for the client and that it gives them the final confirmation to help confirm everything was processed. I also enjoy the fact that the client receives a copy of the signed document!

**What do you dislike about Formstack Sign?**

I wish it was easier to go back and adjuster the documents I attached, because sometimes I forget to add a document and then have to complete void and recreate a new one :(. 

**What problems is Formstack Sign solving and how is that benefiting you?**

It's quick and efficient, also saves me time when the signed document is provided to all parties :). 

  ### 7. Very easy and user friendly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stacy M. | CSR Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

Easy to use and understand, no messing around trying to figure it out. Saves right to our company files in clients profile.

**What do you dislike about Formstack Sign?**

Only complaint was not able to select or click yes or no, but that was just updated and a great feature.

**Recommendations to others considering Formstack Sign:**

Super easy to use and works well with our company software.  Highly recommend for any business.

**What problems is Formstack Sign solving and how is that benefiting you?**

Ease of doing business! Quick and efficient and saves right o our system documents.  Love that I do not have to go back save documents and move them to files.

  ### 8. Best service available for my clients

**Rating:** 5.0/5.0 stars

**Reviewed by:** Leticia A. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

Easy, fast and very accesible. Don’t waste my customer’s time by having to the office for a wet signature. 

**What do you dislike about Formstack Sign?**

Would like to have a phone app. That would also be beneficial. 

**Recommendations to others considering Formstack Sign:**

InsureSign is very easy to use and convenient for my clients. Besides that, they offer a great rate for the service. I am very happy to have signed up with InsureSign. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Like that I don’t have to have my client come in to the office to sign. Very beneficial to both my business and the client. 

  ### 9. Easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jodie L. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

InsureSign is easy to use and easy to check status and send reminders. 

**What do you dislike about Formstack Sign?**

I do no like that my attachment file names are changes when emailed back to me. I also don't like that if I forget an attachment, I can't go back to add one. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Use it daily

  ### 10. Love it

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lauren D. | CSR, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

It's SO easy. I love that the customers never have to ask us questions, it's so simple on their end to use. 

**What do you dislike about Formstack Sign?**

I wouldn't change a thing. Works great. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Makes signing documents so much easier. And saves on paper.

  ### 11. InsureSign questions

**Rating:** 5.0/5.0 stars

**Reviewed by:** David C C. | President, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2019

**What do you like best about Formstack Sign?**

InsureSign is very easy to use and it's easy for customers to understand and use.

**What do you dislike about Formstack Sign?**

There is nothing I dislike with InsureSign. The things I would like are not for a signature service.

**What problems is Formstack Sign solving and how is that benefiting you?**

The process of obtaining signatures on documents is straightforward and efficient.

  ### 12. Awesomeness

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dan S. | Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 15, 2019

**What do you like best about Formstack Sign?**

Recent updates have been a game changer for our insurance agency! Smooth integration with our insurance agency management system, HawkSoft.

**What do you dislike about Formstack Sign?**

I honestly cannot think of anything I dislike!!!

**What problems is Formstack Sign solving and how is that benefiting you?**

Easily and quickly capture certified signatures on insurance documents.

  ### 13. Efficient and cost effective 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deidre R. | Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 22, 2019

**What do you like best about Formstack Sign?**

I appreciate the fact that I can obtain signed documents immediately complete a file without spending a lot of time on an account and move on to the next. The period of sending in the mail or emailing to a client and having them to print, sign, and scan hoping it is completed correctly is over with insure sign.

**What do you dislike about Formstack Sign?**

The only thing I dislike is the ability to add to a document to sign once you've merge it over, I have to delete the document a redo the process but no worries. I try to make sure not to forget additional documents  when I bridge over docs to avoid the hassle or redoing the entire document.

**Recommendations to others considering Formstack Sign:**

The program is not only efficient but cost effective. You can avoid the hassle of resending documents out to clients who may forget to initial or sign a spot on a document. The Insure sign program pin points the signee where to initial, sign, date, complete a text etc. 

**What problems is Formstack Sign solving and how is that benefiting you?**

No issues or problems thus far with the program . Insure sign have always keeping our agency updated on new changes and enhancements to the platform. We have not had any complaints on the program but gratitude of the effective use of the program. We are excited for all enhancements to make the program better.

  ### 14. Ease of business

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stacy M. | trainer , Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

Easy to use and incorporate with our software, no extra steps to have to mess with.

**What do you dislike about Formstack Sign?**

Could not answer yes or no before but just added the feature and its great!

**Recommendations to others considering Formstack Sign:**

Quick and easy to use and keep track of documents.

**What problems is Formstack Sign solving and how is that benefiting you?**

Quick and easy turn around on documentation, no having to explain and walk people through.  Saves time and frustration.

  ### 15. The ease of obtaining a Signature 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

The flow of the website is the most logical I have come across! 

**What do you dislike about Formstack Sign?**

The only thing would be the insured's response time, but that is nothing on 'InsureSign" 

**Recommendations to others considering Formstack Sign:**

If you are looking for a logical, secure site to have important documents signed on and ensure that others can easily use, this is the site for you! The lay out alone should help show you how efficiently and quickly you can get done what is needed on this site!




**What problems is Formstack Sign solving and how is that benefiting you?**

The benefits of communication and having secure signing for our insureds is very important in this day and age!


  ### 16. Easy & convenient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mandi B. | Account Manager, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

The directions to the customer are very easy.

**What do you dislike about Formstack Sign?**

I do not have any dislikes at this time, the system is very user friendly

**What problems is Formstack Sign solving and how is that benefiting you?**

I like that there is no delay in receiving signed applications in a timely manner. If the insured states they have not received the email you can rend with the click of a button.

  ### 17. Efficient tool for documents management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 07, 2019

**What do you like best about Formstack Sign?**

simple to use ; drag and drop capability when uploading docs
notifies when docs are sent to signatories and signed by signatories
can send to multiple persons


**What do you dislike about Formstack Sign?**

could not view or print the partially signed docs; need to wait till all signatories sign the doc
does not notifies if you entered the wrong email add or if email bounced back

**Recommendations to others considering Formstack Sign:**

compare the ease of use with other document signing software; insure sign is simple to use

**What problems is Formstack Sign solving and how is that benefiting you?**

faster application and document signing process
paperless transaction with clients 


  ### 18. simple and efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexandra J. | Customer Service Representative, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

it is simple to set up for us and easy for the other party to sign

**What do you dislike about Formstack Sign?**

i can't think of anything, i get notifications when needed and all...

**Recommendations to others considering Formstack Sign:**

it makes the document signing process simple and clean, i would recommend it to nayone!

**What problems is Formstack Sign solving and how is that benefiting you?**

it takes less time and it is simple to use

  ### 19. Program is fast and easy to use, customers are now wanting to do so much more online &  by phone.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tracy J. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

It is easy to use for us and the customers.

**What do you dislike about Formstack Sign?**

There isn't really anything I don't like about InsureSign and the way it works.

**What problems is Formstack Sign solving and how is that benefiting you?**

It keeps us competitive having the e-sign option for our customers.  So many more people are doing their business online and by phone in today's world.

  ### 20. Exceptional Service & Easy to Use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle S. | Personal/Commercial CSR/Agent, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 31, 2019

**What do you like best about Formstack Sign?**

Insure sign has sped up the processing of daily production 1000%!

**What do you dislike about Formstack Sign?**

Sometimes sending files from my management system, it errors out or doesn’t include all of my scanned documents.

**Recommendations to others considering Formstack Sign:**

Try it out it’s a huge time saver!

**What problems is Formstack Sign solving and how is that benefiting you?**

Less postage used as everything can be sent & signed electronically!

  ### 21. Better than sliced bread!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sheila P. | Personal Lines Manager & Social Media Team, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

I like the time-saving and tracking.  It allows me to wrap up a transaction more quickly with less follow up.

**What do you dislike about Formstack Sign?**

Because we have standard forms that we need signed and would like to file under their document name, it would be nice if we could separate the forms and keep the tracking attached to each form.  For ease of use with client, stacking is better, but for auditing separating the various forms is better.

**What problems is Formstack Sign solving and how is that benefiting you?**

Ownership of my time - faster binding and finalization process.  Easy tracking and reminders.  Cleaner files for audits.

  ### 22. Expedites business transactions in a personal way

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2018

**What do you like best about Formstack Sign?**

How it helps expedite a sale or complete a task.  The daily reminder is helpful too as I don't have to remind myself.  It does some of the work for me. 

**What do you dislike about Formstack Sign?**

What is there to dislike about something that makes my job easier and faster???

**Recommendations to others considering Formstack Sign:**

A great implementation to your workload by expediting what is needed in a faster manner.  I LOVE completing a list and insuresign helps me to do that faster. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Completing a task faster and helping me cross off my to-do list.

  ### 23. Outstanding!  Just keeps getting better!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeff G. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2019

**What do you like best about Formstack Sign?**

I like the slimmed down, ease of use interface.  I feel like it is self explanatory so that it doesn't take hardly any training for a brand new user to feel comfortable using.  I also like that it integrates with QQ Catalyst and files the forms automatically into our agency management system.

**What do you dislike about Formstack Sign?**

I would like the ability to change the landing page for the insureds, perhaps to a review page.  I would also like the ability to text the applications to the insureds without having to upgrade in service.

**Recommendations to others considering Formstack Sign:**

I would recommend InsureSign without hesitation to those looking at e-sign platforms, especially those in the insurance industry.

**What problems is Formstack Sign solving and how is that benefiting you?**

The difficulty of getting forms signed was almost entirely relieved when we first started using Insure Sign.   It also helps bolster our image as professional and modern.

  ### 24. Easy to use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kasey K. | Office Manager, Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 17, 2019

**What do you like best about Formstack Sign?**

I love how it is integrated with our current operating system, QQ Catalyst. It is very user friendly, so all of our agents can easily use it. Also, LOVE the text feature. 

**What do you dislike about Formstack Sign?**

Would love to be able to store agent signatures. 

**Recommendations to others considering Formstack Sign:**

You will not be disappointed making the switch. You'll just kick yourself for not switching sooner! Their IT team is quick to help with any concerns through their chat feature, 

**What problems is Formstack Sign solving and how is that benefiting you?**

We don't have to have the customers come in the office. It works well with their busy schedules. 

  ### 25. Great application

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mike  G. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

How easy it is to upload documents, put in some information and send it out to get signed.

**What do you dislike about Formstack Sign?**

Not much to dislike, it is a great app.  

**Recommendations to others considering Formstack Sign:**

Use it as soon as possible

**What problems is Formstack Sign solving and how is that benefiting you?**

The problem of having information signed with customers who live far away.

  ### 26. Easy & Secure

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shelly L. | Commercial Lines Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

My favorite feature is the "paper trail" which includes date & time stamps of what was sent when & where and to whom.

**What do you dislike about Formstack Sign?**

Honestly there really isn't anything I dislike about this program.  I have used other eSign programs and this one is superior in ease of use and features available.

**What problems is Formstack Sign solving and how is that benefiting you?**

I am able to quickly and securely obtain signatures on documents that are needed to bind coverage.  I have even been able to send questionnaires and enter text fields for the insured to complete the document.

  ### 27. Insure Sign review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Haysam  G. | Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

The ease of use, and quickness of the process.

**What do you dislike about Formstack Sign?**

i would like to have 2 or more signatures on the same email if possible.

**What problems is Formstack Sign solving and how is that benefiting you?**

This program solves many problems, such as time savings for our clients, saving on mail, stamps, and delays.

  ### 28. 21st Century Solution to a 19th Century Problem

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dave P. | Personal Lines Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 16, 2019

**What do you like best about Formstack Sign?**

Ease of use. Rarely do I have to walk a client thru the process. InsureSign makes electronic signature gathering as simple as "click and send."

**What do you dislike about Formstack Sign?**

The inability to have multiple signatures obtained with one email address.  To my knowledge if two named insureds have the same email I have to collect, correct, and resend in order to get both signatures. 

**Recommendations to others considering Formstack Sign:**

Accept No Substitute

**What problems is Formstack Sign solving and how is that benefiting you?**

Not relying on interrupting someones day to schedule an appointment or rely on the USPS to have time sensitive materials dated and signed. 

  ### 29. Best expense dollar I have ever spent.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Thomas M. M. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

Talk about a time saver.  This cost of this vendor evaporates the first time you use it.  It saves so much time and improves our agency efficiency.  The only thing that keeps us from sending out a document for e-signature is a vendor that won't accept it.  

**What do you dislike about Formstack Sign?**

I woudl live the ability to link checkboxes as Yes OR No boxes.  Currently, the checkboxes are set up as Yes AND No

**What problems is Formstack Sign solving and how is that benefiting you?**

I get all my apps signed and back for processing in hours not days.  That's HUGE

  ### 30. Quick and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Krista B. | Personal Lines account manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

easy to use, able to track who has signed and what is still pending

**What do you dislike about Formstack Sign?**

Nothing i dont like about Insuresign. Very easy to use and quick.

**What problems is Formstack Sign solving and how is that benefiting you?**

Easy for customers to be able to sign docs without coming in to office

  ### 31. sales insurance agent personal lines 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sonia  V. | Licenses sales insurance agent , Small-Business (50 or fewer emp.)

**Reviewed Date:** October 30, 2019

**What do you like best about Formstack Sign?**

it is very user friendly and easy for my clients  to understand and use o

**What do you dislike about Formstack Sign?**

nothing  I have not had any issues with using insuresign 

**What problems is Formstack Sign solving and how is that benefiting you?**

getting apps back quicker to complete  files it allows us to work more efficiently   

  ### 32. Swati @ All Coverage insurance

**Rating:** 5.0/5.0 stars

**Reviewed by:** Swati F. | Producer, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

No Printing/scanning/faxing the insurance Applications -Documents- Binders and no need to remember following up on those for signatures from customers ...  Absolutelyl loving it. 

**What do you dislike about Formstack Sign?**

Dislike?  Insuresign? 
Doesn't go together :)

**Recommendations to others considering Formstack Sign:**

Nothing I can think of ... It is amazing...

**What problems is Formstack Sign solving and how is that benefiting you?**

Insurance Documents mandatorily need to be signed and in this fast 21st century, customers do not have time and patience to drive to our office, or print ,sign,scan and email us back.
No follow up reminder emails is the biggest advantage to complete the file....

  ### 33. An office work horse

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cheryl F. | CFO, Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

Workflow and integration with my management system, as well as the ability to use my own log and header. 

**What do you dislike about Formstack Sign?**

Once in a while it will get filtered by the recipients email program  

**Recommendations to others considering Formstack Sign:**

Get everyone on board, so you are saving on postage, and time tracking signatures, as well as being sure all fields were completed. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Completing a task from start to finish in minutes means less mistakes, less postage, less time following up for items, and easy tracking for anything not completed.  You can also have others follow up on the signature status for receipt. The concept is amazing, but for my staff that had to learn something new, it's been an easy tool to integrate into the daily workflow. 

  ### 34. Insuresign makes doing business easy

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 29, 2019

**What do you like best about Formstack Sign?**

Insuresign is so convenient!  It saves us, and our clients, so much time that would otherwise be spent on meetings and office visits having to go over lengthy applications, that are now able to be reviewed at their convenience.  

**What do you dislike about Formstack Sign?**

I do not find any down sides to using insuresign

**Recommendations to others considering Formstack Sign:**

Insuresign is a very useful and helpful program that has been extremely beneficial to our business

**What problems is Formstack Sign solving and how is that benefiting you?**

Saves enormous amounts of time!

  ### 35. Easy and Efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle M. | Agency Principal, Consumer Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

We love Insuresign's process.  It's been a completely easy and efficient process to obtain documents from our clients, either by email or text.  The system is easy to use and connects with our management system for a seamless transition!

**What do you dislike about Formstack Sign?**

The only issue is the naming of documents, wish we could name them before they file, I always have to re-name everything 

**What problems is Formstack Sign solving and how is that benefiting you?**

Time saving, problem saving and a definite enhancement to protect us from E&O claims!

  ### 36. Very Easy to Use for Both Sender and Receiver

**Rating:** 5.0/5.0 stars

**Reviewed by:** Corey H. | Account Executive, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2019

**What do you like best about Formstack Sign?**

We were looking for an e-signature company to use and tried a couple before finally planting ourselves firmly with Insuresign. We I like about it is that it was easy for our clients to use when we are sending it to them to sign. Some of the others we used the clients had some issues with finding how and where to sign. This platform is super simple that anyone can use it. 

**What do you dislike about Formstack Sign?**

Since I use this product every day i don;t feel like i have any dislikes it does everything i want in an E-signature platform.

**Recommendations to others considering Formstack Sign:**

I think InsureSign is headed in the right direction and the innovative product and changes that they come out with are great. The only feature that I have used is the e-signing of a document and I have had no issues with clients stating that they don;t know how to use or complete the signature. 

**What problems is Formstack Sign solving and how is that benefiting you?**

We just wanted to get a way for clients to sign applications fast and easy and be able to track where the document is and send reminders for the signature. It has helped us get more signed applications back from clients. 

  ### 37. Less hassle to obtain signatures

**Rating:** 5.0/5.0 stars

**Reviewed by:** Violet J. | Insurance Agent, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

Easier to get a signature compared to faxing or printing and emailing back 

**What do you dislike about Formstack Sign?**

I don't have any reason for dislake              

**What problems is Formstack Sign solving and how is that benefiting you?**

Getting a signature is very convent and fast

  ### 38. Easy, quick, reliable!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Donna G. | Independent Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2019

**What do you like best about Formstack Sign?**

I have been using InsureSign for my insurance agency's customers since Aug 2018 and I have 100% positive feedback when used. My clients easily sign their documents and I receive them back in record time. I love the fact I get an email with all notifications even when the documents was viewed. Once complete I get a full copy as well as my customer for everyone's records. 

**What do you dislike about Formstack Sign?**

I wish the cost was discounted to add additional users. It would also be helpful to receive a notification via email  of when a document is still outstanding for more than a few days. I would like to be able to set my time frame as maybe 5 days and if not complete a reminder email is sent to me. 

**Recommendations to others considering Formstack Sign:**

Super user friendly. Would recommend

**What problems is Formstack Sign solving and how is that benefiting you?**

I am able to quickly receive all the proper signatures for my insurance applications and they are stored in my documents for easy access. Before I had to spend  time and money mailing applications to clients. I would also have to send PDF via email and hope they were able to print, sign, and email back. This helps also to avoid mistakes and missed signatures and initials. 

  ### 39. Super Quick and Easy! 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Katie  S. | Office Manger/Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2019

**What do you like best about Formstack Sign?**

Just upload or drag file into the page to get started.  I love how quick and easy the program is.  I have all of my staff using the program!   Timestamp is so helpful.  Especially for E&O compliance.  I always know where to find a signed document.  I love that as the administrator i can pull up the documents that my staff sends out also. 

**What do you dislike about Formstack Sign?**

I can't really think of anything right now... maybe just cost... the owner of my agency would like it to be cheaper.   I liked when we used to get the pdf of the signed doc emailed to us also.

**Recommendations to others considering Formstack Sign:**

I definitely recommend InsureSign to any company that needs to collected signed documents.  It is so easy to use and as the administrator I have access to the documents all my employees send out which makes it extremely easy to follow with the companies we work with and their requests for proof of signatures.  Having everything in one place is really a time saver.   I can even print to the program also!  I don't know how we got anything done before we started using InsureSign.  

**What problems is Formstack Sign solving and how is that benefiting you?**

We are solving the issue of chasing clients down for signatures on insurance applications.  I have found the major benefit being that everything is timestamped and we can prove time signed -- date super quick.  Helps in the underwriting process, as well as a great E&O safety net for the agency.

  ### 40. Highly Recommend InsurSign

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew B. | Principal, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

Most effective way to collect signatures from clients

**What do you dislike about Formstack Sign?**

Pricing is high, as other competitors and carriers have their own software, I see pricing decreasing.

**What problems is Formstack Sign solving and how is that benefiting you?**

efficiency

  ### 41. Easy as 1 2 3. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Deven K. | Insurance Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

Able to resend notifications to get documents signed. 

**What do you dislike about Formstack Sign?**

nothing to dislike. Very easy to use.Would recommend to others. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Makes signing so much easier. 

  ### 42. InsureSign is so easy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

I can't think of a better tool for the office.  It's so simple to use.  Very rarely do I have to walk people through signing a form.  I love that you get the signed form back in minutes.

**What do you dislike about Formstack Sign?**

Our older clients have difficulty finding where to sign.

**What problems is Formstack Sign solving and how is that benefiting you?**

Turn around time is remarkable.  I get things back so expeditiously.  

  ### 43. Easy to use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

**What do you like best about Formstack Sign?**

I love how simple it is to use. Everything is very user friendly. 

**What do you dislike about Formstack Sign?**

I dont love not being able to reorganize the pages once the document is in the field placement stage. 

**What problems is Formstack Sign solving and how is that benefiting you?**

This makes it so easy to get documents back or get a form signed that you may have forgetten while they were in office. 

  ### 44. Perfect addition to our business services

**Rating:** 5.0/5.0 stars

**Reviewed by:** Barb J. | Office Manager/Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

I love the fact I can quickly and easily obtain necessary signatures and applications for our customers.

**What do you dislike about Formstack Sign?**

There have been a couple times the process didn't work, in that my documents don't show up in the preview screen so I have to start over.

**Recommendations to others considering Formstack Sign:**

It's well worth it. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Wait time for signature pages is drastically reduced, and postage is saved.

  ### 45. Just what I need to get my job done quickly!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christine H. | Commercial Lines Account Manager, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2019

**What do you like best about Formstack Sign?**

The best feature is the ease of use. It is easy to use from the sender's side and the recipient's side, which is so important. 

**What do you dislike about Formstack Sign?**

I have not yet run into anything I can say I dislike about the program. 

**Recommendations to others considering Formstack Sign:**

Give it a try. I couldn't be happier that our Agency did!

**What problems is Formstack Sign solving and how is that benefiting you?**

Our Clients love that they do not have to make a trip to the office or need a fax machine or scanner to complete their application process. The fact that so little time is needed to get things signed is a huge benefit too. 

  ### 46. Streamlines my contact with customers

**Rating:** 5.0/5.0 stars

**Reviewed by:** Macon D. | Personal Lines Sales Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

Having the ability to get applications e-signed saves me time with meeting in person just to get signatures.  It also saves me processing time as there is no paper to scan in. It arrives back in a concise attachment !

**What do you dislike about Formstack Sign?**

If you attach multiple pages and need to remove one, you can't without starting over.

**What problems is Formstack Sign solving and how is that benefiting you?**

Time and document management

  ### 47. A must needed feature in today's smart phone world!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Enterprise (> 1000 emp.)

**Reviewed Date:** May 15, 2019

**What do you like best about Formstack Sign?**

InsureSign is the most flexible, easiest, and best service I have ever used to create, share and receive forms with highly time-sensitive information. It is wonderful that my various clients can review, fill out, and sign legal forms on the go from their devices since so many don't have time or own personal computers.

**What do you dislike about Formstack Sign?**

Nothing to dislike, other than not enough of my partners use this so I can process my work faster!

**What problems is Formstack Sign solving and how is that benefiting you?**

Lack of personal computers, time to print, sign, and scan legal documents, all reasons to have InsureSign running alongside for quick responses.

  ### 48. Great Product 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Derek R. | Vice President, CIC, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 19, 2019

**What do you like best about Formstack Sign?**

Ease of Use , for us and our clients, this allows our clients to realize we are technology driven and we have an appreciation for their time.

**What do you dislike about Formstack Sign?**

Not much to dislike, we are on the lower version of the product so we don't have all the capabilities of the software but it works for what we need now.

**Recommendations to others considering Formstack Sign:**

Yes

**What problems is Formstack Sign solving and how is that benefiting you?**

This allows us to get more done and it allows ease of use for our clients so they don't have to print applications, scan and email back, it's just click and it's automatically sent back to us.

  ### 49. First time user

**Rating:** 5.0/5.0 stars

**Reviewed by:** TERRY B. | AGENT, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 18, 2019

**What do you like best about Formstack Sign?**

Since I have never used electronic signatures before, I was a little leery to use the service at first (old dog, new tricks), but InsureSign made it so easy to use, I had no problems at all.

**What do you dislike about Formstack Sign?**

There is nothing to dislike about the product

**Recommendations to others considering Formstack Sign:**

It was easy to use and the documentation is outstanding

**What problems is Formstack Sign solving and how is that benefiting you?**

We no longer have to wait for signed documents from our customers that cannot make it into our office.  We realized that by sending our documents this way, we are saving not only time but money in paper products and postage.

  ### 50. Quick and Easy to Learn, Very Efficient. 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew R. | Insurance Broker, Insurance, Enterprise (> 1000 emp.)

**Reviewed Date:** December 05, 2018

**What do you like best about Formstack Sign?**

The user friendly platform allows for mastery on the first use. There are no complex steps which need to be undertaken. 

**What do you dislike about Formstack Sign?**

Signatures cannot be accepted for some documents. 

**What problems is Formstack Sign solving and how is that benefiting you?**

Getting clients to sign documents when they are in remote areas without access to a printer. Many contractors can sign and complete documents while they are working on site or in the wilderness simply by going onto their phone. It saves the hassle of having to wait for the client to make their way back into an office where they hopefully would have a printer set up. 


## Formstack Sign Discussions
  - [How do I get 2 or more signatures sent to one email ?](https://www.g2.com/discussions/how-do-i-get-2-or-more-signatures-sent-to-one-email) - 1 comment, 1 upvote
  - [Does InsureSign provide me with training?](https://www.g2.com/discussions/training-a541cd55-59d0-4f47-95e6-4c99d6b9fa50) - 1 comment, 1 upvote
  - [How do I turn my documents into ones that can be e-signed?](https://www.g2.com/discussions/document-set-up) - 1 comment, 1 upvote
  - [Is InsureSign secure?](https://www.g2.com/discussions/security-32f378a3-200e-4f3e-96dc-94c6ce6a4929) - 1 comment, 1 upvote
  - [What makes InsureSign different from other e-signature solutions?](https://www.g2.com/discussions/differentials) - 1 comment, 1 upvote

- [View Formstack Sign pricing details and edition comparison](https://www.g2.com/products/formstack-sign/reviews?filters%5Bnps_score%5D=5&page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A08%3A03+-0500&secure%5Bsession_id%5D=5637c061-ac83-4dfe-8f71-bdfb6d8d526f&secure%5Btoken%5D=245532f3dfc3be8bf87fc8e86e8e2147df4b3a93e4bd4c24180ef7ea37358f7c&format=llm_user)
## Formstack Sign Integrations
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)

## Formstack Sign Features
**Signature Process**
- Document Signing
- Reminders and Expirations
- Sign-In Process
- Mobile Signatures
- Signature Workflow
- Bulk Digital Signatures 
- Reporting
- Signature Document Creation
- Multi-Party Signing
- Electronic Signature

**Functionality**
- Ease Of Integration
- API Call Speed
- Breadth Of Functionality

**Support**
- Professional Support
- Community Support
- Documentation

**Agentic AI - E-Signature**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Third-Party Integrations
- Multi-Language

**Security and Scalability**
- Regulatory Compliance
- Signature History and Audit
- Enterprise Scalability

**Platform**
- Custom Branding
- User, Role, and Access Management
- Internationalization
- Performance and Reliability
- Integration APIs
- Email Management
- Template Management
- Mobile Access
- Forms Management
- Contact Management
- Compliance Management
- Workflow Management
- Document Management
- Contract/License Management
- Renewal Management
- Registration Management
- Event Management
- Marketing Management
- Expiration Management
- Offline Access
- Video Management

**Additional Functionality**
- File Sharing
- Approval Process Control
- Alerts/Notifications
- Authentication
- Data Security
- Reminders
- Reporting & Statistics
- Access Controls/Permissions
- Version Control
- Single Sign On
- Audit Trail
- AI Copilot
- Activity Dashboard
- Encryption
- Signature Capture
- Document Conversion
- Drag & Drop
- Archiving & Retention
- Team Collaboration
- Generative AI
- Status Tracking
- Customizable Fields
- Searchable Database
- QR Codes
- Two-Factor Authentication
- Search/Filter
- Multi-Location
- Real-Time Data
- Data Synchronization
- Age Verification
- Customer Database
- Secure Data Storage
- Waiver Kiosk
- Data Import/Export
- Photo Capture
- Conditional Logic
- Customizable Templates

## Top Formstack Sign Alternatives
  - [Xodo Sign](https://www.g2.com/products/xodo-sign/reviews) - 4.8/5.0 (2,739 reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,523 reviews)
  - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - 4.7/5.0 (2,222 reviews)

