# 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 value the **ease of use** in Formstack Sign for managing signatures and templates efficiently. (17 reviews)
- Users value the **automation and template features** of Formstack Sign, significantly enhancing efficiency in document handling. (9 reviews)
- Users benefit from the **ease of managing signature applications** , streamlining document signing and improving overall workflow. (9 reviews)
- Users value the **convenience** of Formstack Sign, enhancing their workflow with efficient e-signature and document management. (7 reviews)
- Users appreciate the **easy signing process** , simplifying document management and enhancing efficiency in their workflows. (7 reviews)
- Users value the **time-saving templates** of Formstack Sign, significantly speeding up their document approval processes. (7 reviews)
- Easy Integration (6 reviews)
- Time-saving (6 reviews)
- Document Sending (5 reviews)
- Organizational Integration (5 reviews)

**What users dislike:**

- Users find the **limitations on signature merges** to complicate an otherwise straightforward experience with Formstack Sign. (4 reviews)
- Users find **form issues** problematic, particularly regarding editing capacity and organization recognition during transactions. (4 reviews)
- Users express frustration over the **poor customer support** of Formstack Sign, impacting their operational efficiency during outages. (4 reviews)
- Users find the **limits on signature merges** cumbersome, complicating an otherwise simple platform experience. (4 reviews)
- Users find the **confusing interface** of Formstack Sign complicates the signing process and limits usability. (2 reviews)
- Email Issues (2 reviews)
- Email Management (2 reviews)
- Limited Customization (2 reviews)
- Missing Features (2 reviews)
- Not User-Friendly (2 reviews)

## Formstack Sign Reviews
  ### 1. Great product

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 02, 2021

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

What we like best is the ease of use for our clients and us.

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

I really can't say anything wrong about the product.

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

We are only using the E-signature part of the program at this time.   It helps our Agents and Clients by saving them a tremendous amount of time.

  ### 2. Great product, easy to use

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 16, 2021

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

100% reliability, never had a problem, very easy for end user to figure out. Probably the easiest and best working software product in my office. Got rid of our fax machine and analog phone line, which saved lots of time and hassle.

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

Nothing much. I probably signed up for too many users, but that is my mistake, not FormStack's.

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

Cut turnaround time on critical 'must-be-signed' insurance documents by 90%; cut 'refax/ re-emailing' by 90%. Also great to receive a copy of the documents real-time or be able to retrieve them when I want.

**Official Response from Clint Buechler:**

> Thanks for the review, William! We love putting inefficient fax machines out of business!!!

  ### 3. Formstack Review

**Rating:** 4.5/5.0 stars

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

**Reviewed Date:** November 02, 2021

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

Contactless production. Ability to complete signature via mobile device.

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

Tends to glitch/not load pages, pages not appear, multiple of the same page load.

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

Formstack has allowed us to continue doing business during a time when in-person business is limited.

  ### 4. Ease of Us

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** May 11, 2021

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

I worked on the integration of Insure Sign with the Eclipse agency management system. They were able to help make the experience pain-free. Best of all is the response we have heard from the users in our office and from agency personnel who find the service easy to setup and use. We are happy to partner with InsureSign!

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

I have found nothing to dislike about the product.

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

Users wanted to streamline the process to obtain the needed signatures to complete their business needs. InsureSign does exactly that.

  ### 5. so simple to use

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** September 26, 2018

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

very easy and quick. Very happy to have it 

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

nothing all works good and will keep it 

**Recommendations to others considering Formstack Sign:**

go ahead and purchase this program, you'll be happy with it

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

selling over the phone or internet.  Allows us to compete with 1.800 companies

  ### 6. Administrator

**Rating:** 3.5/5.0 stars

**Reviewed by:** Oscar Z. | Administrator, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 23, 2021

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

We like how easy it is and as well as how much money it saves us on paper and postage

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

Their login screen does not save my passwords

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

Being able to retain more signed application

  ### 7. Great Product

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 16, 2021

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

Great product easy to use client have no issues on phone or computer

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

not able to save and reuse documents to resent to new clients

**Recommendations to others considering Formstack Sign:**

Great product for insurance agencies

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

easily sending documents to clients

**Official Response from Clint Buechler:**

> Thanks for the review, James! Happy to hear that your clients are able to easily sign their documents from anywhere!

  ### 8. Experience with FormStackSign so far

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amanda V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 29, 2020

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

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.

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

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.

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

It's increased productivity with getting things signed from clients. It's more efficient and faster for processing purposes. I noticed that clients respond quicker to the eSign function then they did with fax, email, or regular mail. It also is more efficient if we need signed endorsements for carriers since it comes back in a digital format; we can easily send it to the carrier for processing at a faster rate then we had in the past.

  ### 9. Great and easy to get electronic signatures!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michelle M. | Director of Operations, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 16, 2020

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

It is very user friendly and easy to set up.

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

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.

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

We are able to obtain electronic signatures on documents within minutes, whereas we would have mailed the hard copies to the client's home for signature.  The old method was time consuming and expensive compared to the Formstack electronic signature method.  Our turnaround time is generally less than 24 hours with Formstack, and the old method was about 7 days.

  ### 10. A Young But Growing Product

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Religious Institutions | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 02, 2020

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

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.

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

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.

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

Automated signatures of documents created by some sort of online app, created using the answers input to fields by users on a form processor has been a dream of mine for my organization for some time. Formstack Sign has been the final piece in making that dream a reality for us.

  ### 11. Get your customers signature through Formstack Sign

**Rating:** 4.5/5.0 stars

**Reviewed by:** Rebecca  T. | Senior Software Engineer, Enterprise (> 1000 emp.)

**Reviewed Date:** May 20, 2020

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

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.

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

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.

**Recommendations to others considering Formstack Sign:**

It is very unique tool in terms of managing your contracts and documentation completion, it will greatly benefit the business to customer and business to business services. We will recommend it to all type of organization as it is universal platform. Must give it a try you will love it.

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

Formstack Sign is unlashing new ways for us to seek our customer attention and to accomplish the task by having their signature though e-forms, Formstack has saved our time, that was utilized in waiting for the right document to reach us and then scanning and printing the documents was also very time consuming. Moreover when you have to deal with numerous clients, it becomes hectic to manage the documentation and to execute the final stages of a project, by scanning and faxing the files. Now we simply send upload the document which contains our client necessary information and then we email them through Formstack Sign, which is helping us to capture online signatures with security.

  ### 12. Great for customers

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** February 16, 2021

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

We enjoy the ease for our customers to sign through text messages

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

Haven’t found any dislikes so far we are enjoying

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

It makes it to were we can conduct business over the phone and through email with all the COVID concerns

  ### 13. Easy to use!  Implemented within Minutes!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 28, 2020

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

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!

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

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.

**Recommendations to others considering Formstack Sign:**

It works!  Try it out. You'll be happy! It's a good investment in your business.

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

In this new virtual world necessary to do business with COVID 19, we are able to continue serving our clients and complete recruiting.

  ### 14. An innovative way to create forms

**Rating:** 5.0/5.0 stars

**Reviewed by:** Alexia W. | Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2020

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

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.

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

I don't have any complaints! The software works really nice.

**Recommendations to others considering Formstack Sign:**

An inexpensive software that is worth it.

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

The software itself has been really convenient for us, as it allows us to create forms that are buildable and sending them in chains through different integrations. I think that it has been improved our workflow and everyone in the company knows how to use it, so it decreases the amount of work that I have to do.

  ### 15. Simple, Intuitive, and Affordable!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 28, 2019

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

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. 

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

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! 

**Recommendations to others considering Formstack Sign:**

InsureSign offers a free trial and their team can help you through setup in just minutes. 

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

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. 

  ### 16. A fantastic experience and the individuals at Formstack have been fantastic at exploring use cases.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Mark W. | Mid-Market (51-1000 emp.)

**Reviewed Date:** May 28, 2020

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

It's easy to use and the API continues to be developed to function with advance use cases.

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

No reporting or the ability to subscribe to reports to help business owners stay informed about various sign projects.

**Recommendations to others considering Formstack Sign:**

Not many platforms exist that can combine Information Gathering  (Online Forms), Document Generation (PDF/DOC Creation), Digital Signing in a single platform at a competitive cost.

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

Going paperless and allowing for people to sign forms where doing it in-person is no longer available.

  ### 17. Absolutely Love InsureSign!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashley S. | Insurance Ageny, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 15, 2019

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

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.

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

I dislike having to drag and drop boxes and it bothers me when the boxes/signature don't line up with the entry line.

**Recommendations to others considering Formstack Sign:**

InsureSign is a great service, it's reasonably priced compared to other similar services and it's easy to use. I've never had a complaint about InsureSign on my end nor from a customer, it really makes things easier for everyone.

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

InsureSign allows us to get signatures without making customers come into the office, it also keeps signatures digital and easy to drop into our management system.

  ### 18. Great product!

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** October 28, 2019

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

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. 

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

There really isn't anything I dislike about this product.

**Recommendations to others considering Formstack Sign:**

Their cost is comparable to others or even less expensive.  Easy to use. Would highly recommend.

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

No more mailing items to clients!  No more making clients come to the office to sign forms.  They can sign them with their phone, tablet or computer.  Clients love the ease and I love the convenience and the fact that I get the forms back immediately.  No wait time. I can get the applications signed and the policy issued the same day.  Easy for the client and even easier for me. 

  ### 19. InsureSign is the only e-signature program I use!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sandi W. | Commercial Account Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 14, 2018

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

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.

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

Would like a blank text box feature if there is a block of info that needs to be completed.

**Recommendations to others considering Formstack Sign:**

Great program to use. Very simple for your customers to return signed paperwork without having to come into the office.

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

Don't need to worry if your customer has a printer or fax anymore.

  ### 20. Userfriendly Approach for E-signing Documents

**Rating:** 5.0/5.0 stars

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

**Reviewed Date:** November 01, 2019

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

Ease of use.  The system is very user friendly and uses a common sense approach to using the interface.

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

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."

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

It's made collecting signatures via email much easier for us as well as our clients.  It's helped to improve workflow efficiency.

  ### 21. i love features, check out the commercial i did for insure sign, too funny

**Rating:** 5.0/5.0 stars

**Reviewed by:** VICKI M. | customer service, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 28, 2019

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

makes getting any document signed promptly  . Also love working with the old school crowd when it's their first time using insuresign. They really feel like they've done something high tech !

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

can't think of any down side to this feature. We use it every day. 

**Recommendations to others considering Formstack Sign:**

do yourself a favor and just get it. you will be so happy you did.

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

not waiting on a fax that may or may not go through, with insure Sign we can actually be on the phone with customer while they are signing and sending back. 

  ### 22. Simply Easy 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dwayne M. | Owner/Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 15, 2019

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

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. 

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

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! 

**Recommendations to others considering Formstack Sign:**

Compared to other competitors, this will save you money, and has a very easy database to use.  You will not regret using this software for your business, as it makes everything very smooth.  As soon as a customer signs their forms, we can get the policy in place, and the notifications are super fast, no waiting for a delayed email notification for signed forms!

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

Saves all emails previously used, great benefit!  It also helps me keep track as to what customers need to still complete signing.  Mailing out applications for wet signatures are a thing of the past, and this really keeps our business and production moving smoothly and helps us stay compliant with E&O.

  ### 23. 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 09, 2018

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

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. 

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

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. 

**Recommendations to others considering Formstack Sign:**

It is essential to your office. After you have had Insuresign a while, you will feel like kicking yourself for not using it sooner. 

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

The problems we were encountering before what that we have several clients that live out of town. We would offer the electronic signature, but the program we previously used was difficult for our clients to use. Insuresign is user friendly and our clients seem to be able to easily navigate on signing. It has saved me lots of time, and increased workflow. 

  ### 24. Love this Tool!!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Dana C. | Office Manager, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

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

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.

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

Not a thing.  It is easy to use, track and search.

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

I am keeping my customers from losing touch with me, their agent.  The benefits are that I am able to offer e-sign very effectively and efficiently and control my customers experience.

  ### 25. Convenient & functional

**Rating:** 5.0/5.0 stars

**Reviewed by:** Tiana G. | Senior Insurance Advisor, Enterprise (> 1000 emp.)

**Reviewed Date:** October 29, 2019

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

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!

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

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.

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

Insuresign keeps clients happy. They don't have to put their lives or their careers on hold to come sign documents for insurance - they can do it from their home, office, phone... anywhere.

  ### 26. Easy to use and 100% effective

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jesse G. | Commercial Lines Account Manager, Insurance, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2019

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

I use this program 5-10 times per day to sign contracts, proof of insurance and other documents that are time sensitive. 

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

Honestly at this point I on;t find any negatives. Things are process quickly and accurately. 

**Recommendations to others considering Formstack Sign:**

Make sure that your documents are complete prior to uploading to Insuresign. 

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

No missed signatures, quick turn around time on signatures, polices bound faster. 

  ### 27. Highly recommended

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kelly S. | Account Manager, individual life &amp; health, Insurance, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

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

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?

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

Can't think of anything I dislike. Love It!

**Recommendations to others considering Formstack Sign:**

You have nothing to lose by trying it. 

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

It has reduced the time it takes to get documents signed from days to minutes.

  ### 28. A major time & paper saver

**Rating:** 5.0/5.0 stars

**Reviewed by:** William S. | Managing Partner, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 28, 2019

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

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

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

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

**Recommendations to others considering Formstack Sign:**

Insuresign can save your office quite a bit on productivity ....It's well worth the cost in my opinion.  

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

Nothing major

  ### 29. Great time saver 

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.)

**Reviewed Date:** October 29, 2019

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

Easy to upload documents that need a quick authorization. 

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

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. 

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

Very quick completion of basic tasks. Signed requests that just move our workflow quickly 

  ### 30. Incredible site to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Matthew A. | Account Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** October 28, 2019

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

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.  

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

Cant really say I dislike anything. Its a great system to use for sending forms for people to e-sign. 

**Recommendations to others considering Formstack Sign:**

If you are looking for a site to send documents that need to be signed, this is the best way to do it. 

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

Its a fantastic way to get forms that are needed to be signed by a customer that cannot make it into our office. 

  ### 31. 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.

  ### 32. 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.


  ### 33. 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.

  ### 34. 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)

  ### 35. 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 

  ### 36. 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 :). 

  ### 37. 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.

  ### 38. 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. 

  ### 39. 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

  ### 40. Insurance Agency

**Rating:** 4.0/5.0 stars

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

**Reviewed Date:** October 29, 2019

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

The software is very easy to use and allows me to customize who inputs data first and input what kind of data needs to go in the correct spot.

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

It can bog down some when running through my agency management system.

**Recommendations to others considering Formstack Sign:**

Try it. The software is easy to use and gets the job done efficiently. 

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

It is much easier to get signatures from my clients when all they need to do is open an email from their cell phone.

  ### 41. 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.

  ### 42. 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.

  ### 43. 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.

  ### 44. 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.

  ### 45. 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.

  ### 46. 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!


  ### 47. 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.

  ### 48. 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 


  ### 49. 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

  ### 50. 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.


## 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?page=3&section=pricing&secure%5Bexpires_at%5D=2026-05-31+02%3A20%3A07+-0500&secure%5Bsession_id%5D=dfa77548-824b-4ed2-abbb-fcba9003b2b9&secure%5Btoken%5D=6fe498bb929f930a8e72b25da02f624d4fac755236f8fafd983e37828ad50407&format=llm_user)
## Formstack Sign Integrations
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [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

**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

**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

## Top Formstack Sign Alternatives
  - [Xodo Sign](https://www.g2.com/products/xodo-sign/reviews) - 4.8/5.0 (2,740 reviews)
  - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,507 reviews)
  - [Dropbox Sign (formerly HelloSign)](https://www.g2.com/products/dropbox-sign-formerly-hellosign/reviews) - 4.7/5.0 (2,212 reviews)

