--- title: Under.io Reviews meta_title: 'Under.io Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 13 reviews by the users' company size, role or industry to find out how Under.io works for a business like yours. aggregate_rating: rating_value: 4.9 review_count: 13 scale: '5' date_modified: '2026-08-07' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # Under.io Reviews **Vendor:** Under.io **Category:** [Online Form Builder Software](https://www.g2.com/categories/online-form-builder) **Average Rating:** 4.9/5.0 **Total Reviews:** 13 ## About Under.io Under.io is a software platform that helps financial services companies upgrade how they onboard their customers. Our product includes an online application builder, online form builder, electronic signature, mass document collection, and full underwriting capabilities. Our underwriting tools include KYC, KYB, Bank, and credit checks—finally, a form builder loved by sales, operations, and underwriting teams. ## Under.io Pros & Cons **What users like:** - Users love Under.io for its **easy editing** , streamlining forms and signatures while simplifying onboarding and document management. (3 reviews) - Users find **e-signatures** with Under.io incredibly efficient, streamlining digital onboarding and simplifying document management significantly. (2 reviews) - Users appreciate the **easy electronic signatures** feature of Under.io, simplifying onboarding and document management significantly. (2 reviews) - Users commend the **speed of onboarding** with Under.io, making it a top choice for efficient merchant integration. (2 reviews) - Users value the **time-saving features** of Under.io, simplifying processes like digital onboarding and document management. (2 reviews) - Versatility (2 reviews) - Affordable (1 reviews) - Convenience (1 reviews) - Users value the **responsive and knowledgeable customer support** of Under.io, enhancing their overall experience and adaptability. (1 reviews) - Users value the **customizability** of Under.io, allowing tailored forms and applications for their unique needs. (1 reviews) **What users dislike:** - Users find **client difficulties** due to limited integration with insurance companies, hindering potential streamlining of the industry. (1 reviews) - Users note a **learning curve** with Under.io, particularly if unfamiliar with the KYC/KYB process. (1 reviews) - Users are frustrated by the **missing features** as many insurance companies are not integrated, limiting efficiency. (1 reviews) - Users express dissatisfaction with the **missing functionalities** as not all insurance companies are integrated with Under.io. (1 reviews) - [View Under.io pricing details and edition comparison](https://www.g2.com/products/under-io/reviews?filters%5Bnps_score%5D=1§ion=pricing&secure%5Bexpires_at%5D=2026-08-12+15%3A41%3A27+-0500&secure%5Bsession_id%5D=4f774d40-91b5-4c8b-b59f-783d9ce9ff70&secure%5Btoken%5D=3a15e49060b55a82e7096b261edb03a83550d7618806a14238231073afd312c5&format=llm_user) ## Under.io Features **Signature Process** - Document Signing - Reminders and Expirations - Sign-In Process - Mobile Signatures - Signature Workflow - Bulk Digital Signatures - Signature Document Creation - Multi-Party Signing - Electronic Signature **Process Automation** - Onboarding Flow Management - E-Signature - Data Capture - Auto-Capture **Customization** - Custom Fields - Conditional Logic - Multi-page Forms - Design - Forms Creation & Design **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Identity Verification** - ID Scanning - KYC - Credit Check **Additional Functionality** - Embedded Forms - Offline Capability - Mobile Forms - Customizable Forms - Real-Time Notifications - Alerts/Notifications **Additional Functionality** - Search/Filter - AI Copilot - Commenting/Notes - Content Publishing Options - Reporting & Statistics - Content Library - Document Classification - Drag & Drop - Customizable Branding - SSL Security - API - Document Management - Document Storage - Collaboration Tools - Data Capture and Transfer - Autofill - Multi-Channel Distribution - Convert to PDF - Customizable Templates - Media Library - Generative AI - Full Text Search - Surveys & Feedback - Data Import/Export - Forms Management - Electronic Signature - Third-Party Integrations - Reporting/Analytics - Workflow Management - Template Management - Mobile Access **Data Control** - Data Synchronization - Data Security **Agentic AI - Digital Customer Onboarding** - Decision Making **Agentic AI - E-Signature** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations - Multi-Language **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **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 Under.io Alternatives - [Docusign](https://www.g2.com/products/docusign/reviews) - 4.5/5.0 (2,523 reviews) - [PandaDoc](https://www.g2.com/products/pandadoc/reviews) - 4.7/5.0 (3,470 reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) - 4.5/5.0 (2,063 reviews)