--- 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 Pros and Cons: Top Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users love Under.io for its **easy editing** , streamlining forms and signatures while simplifying onboarding and document management. [(3 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852821&qs=pros-and-cons#reviews) Users find **e-signatures** with Under.io incredibly efficient, streamlining digital onboarding and simplifying document management significantly. [(2 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852488&qs=pros-and-cons#reviews) Users appreciate the **easy electronic signatures** feature of Under.io, simplifying onboarding and document management significantly. [(2 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852531&qs=pros-and-cons#reviews) Users commend the **speed of onboarding** with Under.io, making it a top choice for efficient merchant integration. [(2 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=2010069&qs=pros-and-cons#reviews) Users value the **time-saving features** of Under.io, simplifying processes like digital onboarding and document management. [(2 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852399&qs=pros-and-cons#reviews) Users find **client difficulties** due to limited integration with insurance companies, hindering potential streamlining of the industry. [(1 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1853085&qs=pros-and-cons#reviews) Users note a **learning curve** with Under.io, particularly if unfamiliar with the KYC/KYB process. [(1 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852465&qs=pros-and-cons#reviews) Users are frustrated by the **missing features** as many insurance companies are not integrated, limiting efficiency. [(1 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1853020&qs=pros-and-cons#reviews) Users express dissatisfaction with the **missing functionalities** as not all insurance companies are integrated with Under.io. [(1 mentions)](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852949&qs=pros-and-cons#reviews) ### Top Pros or Advantages of Under.io ##### 1. Easy Editing Users love Under.io for its **easy editing** , streamlining forms and signatures while simplifying onboarding and document management. [ See 3 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852821&qs=pros-and-cons#reviews) See Related User Reviews ![Dragos M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dragos M.") DM Dragos M. Small-Business (50 or fewer emp.) 5.0/5 "Awesome product overall!" What do you like about Under.io? Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF. We can also grab ![Zach D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Zach D.") ZD Zach D. Small-Business (50 or fewer emp.) 5.0/5 "Steamlined process for application process" What do you like about Under.io? The ability to preload and easily adjust the applications on the fly ##### 2. E-Signatures Users find **e-signatures** with Under.io incredibly efficient, streamlining digital onboarding and simplifying document management significantly. [ See 2 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852488&qs=pros-and-cons#reviews) See Related User Reviews ![Dragos M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dragos M.") DM Dragos M. Small-Business (50 or fewer emp.) 5.0/5 "Awesome product overall!" What do you like about Under.io? Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF. We can also grab ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Andy R. Small-Business (50 or fewer emp.) 5.0/5 "A game changer for the payments space" What do you like about Under.io? An easy no code software that is truly plug and play. It makes our client's sign up process easy and less cumbersome. We have multiple documents that ##### 3. Signatures Users appreciate the **easy electronic signatures** feature of Under.io, simplifying onboarding and document management significantly. [ See 2 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852531&qs=pros-and-cons#reviews) See Related User Reviews ![Dragos M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dragos M.") DM Dragos M. Small-Business (50 or fewer emp.) 5.0/5 "Awesome product overall!" What do you like about Under.io? Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF. We can also grab ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Andy R. Small-Business (50 or fewer emp.) 5.0/5 "A game changer for the payments space" What do you like about Under.io? An easy no code software that is truly plug and play. It makes our client's sign up process easy and less cumbersome. We have multiple documents that ##### 4. Speed Users commend the **speed of onboarding** with Under.io, making it a top choice for efficient merchant integration. [ See 2 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=2010069&qs=pros-and-cons#reviews) See Related User Reviews ![William H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "William H.") WH William H. Small-Business (50 or fewer emp.) 5.0/5 "Great product to cut down on admin time" What do you like about Under.io? How it can be customized to our needs and how fast their team replies with any questions. SB Sebastian B. Small-Business (50 or fewer emp.) 5.0/5 "Great onboarding solution" What do you like about Under.io? Ease if use and integrates with every processor. We found ourselves referring a significant number of ISOs we work with to Under do to their ability t ##### 5. Time Saving Users value the **time-saving features** of Under.io, simplifying processes like digital onboarding and document management. [ See 2 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852399&qs=pros-and-cons#reviews) See Related User Reviews ![Dragos M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Dragos M.") DM Dragos M. Small-Business (50 or fewer emp.) 5.0/5 "Awesome product overall!" What do you like about Under.io? Under.io has made things so much easier for us with digital forms. The form builder is simple to use and it maps straight to PDF. We can also grab ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Andy R. Small-Business (50 or fewer emp.) 5.0/5 "A game changer for the payments space" What do you like about Under.io? An easy no code software that is truly plug and play. It makes our client's sign up process easy and less cumbersome. We have multiple documents that ### Top Cons or Disadvantages of Under.io ##### 1. Client Difficulties Users find **client difficulties** due to limited integration with insurance companies, hindering potential streamlining of the industry. [ See 1 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1853085&qs=pros-and-cons#reviews) See Related User Reviews ![John G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John G.") JG John G. Small-Business (50 or fewer emp.) 5.0/5 "Much needed for businesses!" What do you dislike about Under.io? We don't like the fact that all of the insruance companies we work with (ovr 100) are not set up with them. They could streamline the insurance indust ##### 2. Learning Curve Users note a **learning curve** with Under.io, particularly if unfamiliar with the KYC/KYB process. [ See 1 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852465&qs=pros-and-cons#reviews) See Related User Reviews ![Andy R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Andy R.") AR Andy R. Small-Business (50 or fewer emp.) 5.0/5 "A game changer for the payments space" What do you dislike about Under.io? A bit of a learning curve, especially if you are not familiar with the KYC/KYB process ##### 3. Missing Features Users are frustrated by the **missing features** as many insurance companies are not integrated, limiting efficiency. [ See 1 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1853020&qs=pros-and-cons#reviews) See Related User Reviews ![John G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John G.") JG John G. Small-Business (50 or fewer emp.) 5.0/5 "Much needed for businesses!" What do you dislike about Under.io? We don't like the fact that all of the insruance companies we work with (ovr 100) are not set up with them. They could streamline the insurance indust ##### 4. Missing Functionalities Users express dissatisfaction with the **missing functionalities** as not all insurance companies are integrated with Under.io. [ See 1 mentions ](https://www.g2.com/products/under-io/reviews?filters%5Bsentiment_snippet%5D=1852949&qs=pros-and-cons#reviews) See Related User Reviews ![John G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "John G.") JG John G. Small-Business (50 or fewer emp.) 5.0/5 "Much needed for businesses!" What do you dislike about Under.io? We don't like the fact that all of the insruance companies we work with (ovr 100) are not set up with them. They could streamline the insurance indust ## Top-Rated Alternatives [ ![Docusign](https://images.g2crowd.com/uploads/product/hd_favicon/4667fcad45ba0d2ae299215d3f6d3385/docusign.svg "Docusign") Docusign 4.5/5(2,629) ](https://www.g2.com/products/docusign/reviews) [ ![PandaDoc](https://images.g2crowd.com/uploads/product/hd_favicon/97320b34486db82a48d7af098a34228d/pandadoc.svg "PandaDoc") PandaDoc 4.7/5(3,646) ](https://www.g2.com/products/pandadoc/reviews) [ ![Zapier](https://images.g2crowd.com/uploads/product/hd_favicon/09b983be128970316413d9f835f337b5/zapier.svg "Zapier") Zapier 4.5/5(2,086) ](https://www.g2.com/products/zapier/reviews) [ View All Alternatives ](https://www.g2.com/products/under-io/competitors/alternatives) ![Jeff S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeff S.") JS Jeff S. Managing Member Financial Services Small-Business (50 or fewer emp.) 5/7/2024 "Great tool for our payments company" 5/5 What do you like best about Under.io? It used to take 1-2 days to submit applications, now many are automatic. We run a small shop and have tools to help us compete and sign large ISVs Review collected by and hosted on G2.com. What do you dislike about Under.io? It took us a few days to figure out the details. Lots of options and features. Review collected by and hosted on G2.com. What problems is Under.io solving and how is that benefiting you? We needed a solution to sign up merchants on our website automatically. Additionally, we wanted a portal for our agents to create and send applications to their customers. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ![Colin D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Colin D.") CD Colin D. Small-Business (50 or fewer emp.) 4/11/2024 "Helps us collect and verify customers online" 5/5 What do you like best about Under.io? It helps us easily create and customize our forms and applicaitons online. Each sales agent or outside agent gets their own applicaiton(s) Review collected by and hosted on G2.com. What do you dislike about Under.io? It took a few calls when we signed up to get up and running. Review collected by and hosted on G2.com. What problems is Under.io solving and how is that benefiting you? Helps our sales teams not lose deals by collecting all of the required data and documents at one time. It also helps us quickly verify the leads that come from the Internet as worth our time, or not. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic CG Crosby G. Small-Business (50 or fewer emp.) 9/26/2023 "Great Product to cut through Underwriting Red Tape" 5/5 What do you like best about Under.io? It is a single-use platform for all the accounts we currently underwrite on a daily basis. It has a professional sleek look that answers all the questions for our KYC/KYB needs. The Support team is always there to assist with help. The UI is so incredibly easy to use and train your employees on. Review collected by and hosted on G2.com. What do you dislike about Under.io? Nothing they are incredible to work with. Review collected by and hosted on G2.com. What problems is Under.io solving and how is that benefiting you? It is solving all the issues that stop us from winning a deal. They help get the lead across the finish line with the ease of use the platform has for our customers. Review collected by and hosted on G2.com. 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