# Formstack Sign Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Formstack Sign the right Digital Signature solution for you? Explore 173 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/206505/Formstack-Sign/reviews

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Formstack Sign

4.9 (173)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Formstack Sign

Ease of use

4.9

Customer Service

4.9

## Pros and Cons in Reviews

LH

Louise H

Personal Lines SpecialistInsurance, 2 - 10 employeesUsed the software for: 1-2 years.

“It is the most convenient way to collect signatures for applications, cancellations, and policy changes that we need approval for.“

March 20, 2026

JG

Jennifer G

CSRInsurance, 11 - 50 employeesUsed the software for: 1-2 years.

“When choosing to print directly to Formstack I can no longer log directly in to the site.“

October 6, 2020

LH

Louise H

Personal Lines SpecialistInsurance, 2 - 10 employeesUsed the software for: 1-2 years.

“It's operating system is super easy for us to use, and it makes e-signing easy for our customers too.“

March 20, 2026

ZAiN R

QAEducation Management, 51 - 200 employeesUsed the software for: I used a free trial.

“The conditional logic facility allows me to customize forms and simplify my workflow process.“

February 19, 2023

CÖ

Cevdet Ö

Project EngineerElectrical/Electronic Manufacturing, Self-employedUsed the software for: 1-2 years.

“The software has streamlined my signature process.“

May 3, 2023

## Showing most helpful reviews

Showing 1-25 of 173 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Francois Pascal N.  
Service provider  
Internet  
Used the software for: 6-12 months

### "It's the most intuitive online document signing tool I know. "

May 28, 2023

5.0

Pros

Its pricing plan is well suited to small businesses.

Cons

I haven't had any problems with it so far.

Review Source

DB

David B.  
Vice President & Managing Director  
Insurance  
Used the software for: 2+ years

### "Thanks to a Great Preferred Partner!"

July 30, 2019

5.0

Not have to have a "wet signature" has been a huge time saver for our organization. We can get contracts signed and returned in minutes verses days.

Pros

Ease of use! We use InsureSign for all of our contracts and have no issues with it's functionality.

Cons

Really don't have anything to report here. If we've ever experienced an issue, I just fire an e-mail off to one of my contacts at InsureSign and they get back with me quickly with a resolution to my issue.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Reason for choosing Formstack Sign

Because InsureSign was a product designed for and used by insurance agents, whereas the other product being consider was being used by several different types of businesses. I just liked the concentration on the insurance industry.

Review Source

LH

Louise H.  
Personal Lines Specialist  
Insurance  
Used the software for: 1-2 years

### "Great Tool"

March 20, 2026

5.0

Overall, our experience has been positive. It is a helpful and secure tool to collect signatures for documents that we need completed. It's operating system is super easy for us to use, and it makes e-signing easy for our customers too.

Pros

It is the most convenient way to collect signatures for applications, cancellations, and policy changes that we need approval for. It makes it easy on us and the customers.

Cons

There's really nothing negative to say about it. We've never had issues with the program, and we use it on the daily.

Review Source

VR

Verified Reviewer  
Commercial Lines Producer/CSR  
Insurance  
Used the software for: 2+ years

### "The new changes are horrible "

November 30, 2021

2.0

It USED to be so simple, quick, easy, and reliable. Now we are lucky if the site is not down, and the printer function has been removed so we have to do multiple different steps that waste time.

Pros

It was super simple to use, clients can easily understand how to use, it was fast and reliable.

Cons

Ever since Formstack bought the prior company it went downhill. It is "down" a lot of the time. After printing to Formstack it started changing the link to the admin link. so you had to go in twice. but the BIGGEST reason I am looking for a different software to use it because they took away the printer option. You no longer can Print to Formstack Printer and it pops up. You now how to save the document, drag and drop or upload it to the website. By them taking away this printer function is a huge inconvenience and time waster.

Review Source

DC

David C.  
Principal  
Insurance  
Used the software for: 2+ years

### "InsureSign is the best for insurance "

September 15, 2019

5.0

Excellent. Insurance broker.

Pros

For what we do, and need it for, InsureSign is the best e-signature program we have ever used. Easy for clients to understand and use.

Cons

I really don't have any complaints on this software

Reason for choosing Formstack Sign

Its exactly what we needed for our uses

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

DocuSign is entirely too complicated for many clients to understand and its really expensive.

Review Source

JF

Jessica F.  
Insurance agent/producer  
Insurance  
Used the software for: 6-12 months

### "Love Insuresign"

July 10, 2019

5.0

LOVE IT and so do my customers

Pros

Ease of use for not only myself but the customers. I have had several clients who are unsure of technology and uncomfortable hearing things like electronic signature tell me how easy it was to use. Very efficient, clean, and professional!

Cons

Would like to be able to have spouses sign separately but with same email address-In my line of business we usually have to have both sign individually but they use the same email address and it wont let it go through like that-only complaint...and its a minor issue

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Insure sign works with our client management system QQ catalyst and auto delivers signed docs to the clients file

Review Source

LA

Lacey A.  
Insurance CSR  
Insurance  
Used the software for: 1-2 years

### "Easy for you AND your clients!"

September 10, 2019

5.0

I have used several other e-sign programs, and Insuresign is by far the easiest and most convenient system in my opinion. It's easy to use, fast, and reliable for me and my clients and that's what's important!

Pros

The system is so easy to set up a document for signature and even easier on the client's end! So easy in fact, I was able to have one of my 80+ year old clients use the electronic signature through your email system and he had no issues whatsoever!

Cons

Sometimes the drag and drop option is a bit wacky. Not often enough to complain about it, and it's not permanent, it usually corrects itself when you let go and drag it again.

Reason for choosing Formstack Sign

We tested several other systems before going with Insuresign, but I'm unsure of the names.

Switched from

[DocVerify](https://www.capterra.com/p/165951/E-Signature/)

I did not make the switch so I am unaware, but I believe it was cost related.

Review Source

VR

Verified Reviewer  
IT Coordinator  
Insurance  
Used the software for: 2+ years

### "My Personal Easy Button"

May 28, 2019

5.0

We use it to have insureds and producers sign applications. What used to take days (print, mail, wait, remind, wait, remind, receive, done) now takes moments (print, send, receive, done).

Pros

I can't say enough good things about InsureSign. Adding or inactivating users takes seconds. After that I never have to think about it, it just works. My users love it and can't believe how much time it saves.

Cons

The only problem we've ever had is very occasionally having to reinstall the printer component. Even that is easily accomplished.

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Reason for choosing Formstack Sign

Less expensive, easier to use, doesn't clutter up management system with useless activities.

Review Source

AD

Amy D.  
commercial lines agent  
Insurance  
Used the software for: Less than 6 months

### "Simplify your day!"

October 17, 2019

5.0

Pros

The ability to quickly send out a form to get signatures. InsureSign has made this task not only more efficient but we have a better faster turn around on these forms from the client.

Cons

So far we have not found any issues - all is great/

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Reason for choosing Formstack Sign

You were endorsed by Erie Insurance and we value their opinion.

Review Source

SR

Silvia R.  
HR Assistant  
Environmental Services  
Used the software for: 2+ years

### "My encounter with Formstack Sign."

December 18, 2024

4.0

Formstack Sign has enabled us to seal deals very fast by enhancing signature management and general signing of documents.

Pros

The software makes it easy to upload and send documents for signing. Tracking and monitoring of signature use is hustle free.

Cons

The software has very effective reusable templates that saves us alot of time. No dislike.

Review Source

VR

Verified Reviewer  
AGENT  
Insurance  
Used the software for: 2+ years

### "Insurance updates"

November 19, 2024

4.0

The e-signature is required and updates easily.

Pros

Easy to use and set up. Work with an insurance agency

Cons

It requires two different email address.

Review Source

LN

Lance N.  
Owner  
Insurance  
Used the software for: 2+ years

### "Making business easier"

June 7, 2019

5.0

We have been using Insuresign for 10 years and from the moment we made the change to do so we became accessible to do business with two states we are appointed in vs surrounding counties where the customer would have to drive to the office to sign documents. We no longer had to mail or fax documents to the customer that couldn't come in because of distance or schedule.

Pros

In my business some of my customers are not proficient with online technology and can be resistant when introducing options that include digital signatures. Insuresign has made the transition easier for us to reach clientele and secure coverage via the phone and digital signatures vs them coming into the agency to produce a wet signature. The employees can collect a signature within minutes and image into our management system seamlessly.

Cons

None.

Review Source

KP

Kelly P.  
Chief Operating Officer  
  
Used the software for: 1-2 years

### "InsureSign is fantastic! No more waiting for weeks to get our clients to return signed documents!"

October 17, 2017

5.0

Pros

What impressed me most when I was shopping for an e-signature software for our company was how easy to use it was. I was never trained to use it, nor did I have to read any instructions - it was all self-explanatory. Ours is a time-sensitive business, and once we signed on with InsureSign we were astonished how the timing for client responses dropped dramatically. It was comforting knowing we could ge, and actually were getting, our needed documents returned within minutes versus days or weeks.

Cons

We would like the ability to send a document to more than two users. Oftentimes we need a third signature and it would be very handy.

Review Source

Response from Formstack

October 23, 2017

Thanks Kelly! By the way, in our latest release, you can add as many signers as you like - it is unlimited. To move up to the new platform now, just shoot us an email at support. Of course, there is no charge for the update.

VR

Verified Reviewer  
Senior Personal lines Agent, PLCS  
Insurance  
Used the software for: 6-12 months

### "great program"

September 25, 2019

5.0

Pros

This has made sending documents to our insured's so much easier. They can just click through and sign now!

Cons

So far there hasn't been any cons that I can find. Great product

Alternatives considered

[Docusign](https://www.capterra.com/p/121506/Docusign/)

Review Source

SF

Sabrina F.  
Agent  
Insurance  
Used the software for: 1-2 years

### "Loves InsureSign!!!"

July 16, 2019

5.0

I am issuing more insurance policies at a faster rate and spending less time following up on e-sign requests because my clients find it to be super user friendly! I too find it user friendly when I am setting up the signature request - I also love all the options you provide from signature, date, enter text etc.

Pros

How easy it is for my clients to use! I have been using you guys for over 2 years now, Back in PA at a different agency and now in my current agency in FL - at both agencies, all clients raved about how easy it was to use insure sign!

Cons

To be honest, I can't think of something I don't like.

Review Source

RR

Rob R.  
Agency Branch Owner  
Insurance  
Used the software for: 6-12 months

### "Super easy to use"

July 2, 2019

5.0

I started with just being able to send things to eSign to clients and then realized quickly that I needed the ability to sign documents as well, so I added that feature. Saves time and I can work remotely, even oversees and as far as Chile. The service has become indispensable.

Pros

I was using DocuSign but switched to InsureSign after seeing a colleague using it. This is much simpler to use and has only the things you need and none of the things you don't Speeds up eSign transactions by simplifying the entire process.

Cons

If you are looking for anything more comprehensive with more features you will need to look elsewhere. InsureSign is very effective at what it is designed to do, esp. for the insurance industry.

Review Source

NA

Nora A.  
Agent  
Insurance  
Used the software for: 2+ years

### "Formstack Review "

March 26, 2021

5.0

I work with many out of state clients that need to e-sign and this site Always works correctly. I am notified when the signings are complete

Pros

The site is easy to access and work through. I like this site much better than others I have tried and I have tried Many

Cons

I can't think of anything about this site I do not like. It is a life saver for clients to e-sign documents

Review Source

PK

Patty K.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Using InsureSign"

September 10, 2019

5.0

This is a huge time saver, not only for me, but for my customers who may not have the necessary hardware to print an scan documents to sign and return. All they need is an email address and the ability to obtain their email.

Pros

The InsureSign software is easy to use. very few steps involved, basically you need your electronic document(s) and the name and email address of the parties to whom you are sending the form(s). It takes very little time. One document can be done in 2 minutes. You receive an email confirming the document was sent, and then once the party signs the form you receive an email advising it is completed and the document is returned, signed and ready for you to take the next step. No need for follow up as you can set automatic reminders for daily or weekly to the receiving party . Receiving party simply opens the form in their email and signs electronically, agrees to the electronic signature message and is done.

Cons

I've not experienced any negatives with this program.

Review Source

IJ

Ila J.  
producer  
Insurance  
Used the software for: 1-2 years

### "I Love InsureSign"

January 23, 2019

5.0

My experience with InsureSign has been overwhelmingly positive. I love it! I no longer have to wait forever for clients to arrange their busy schedules to come into the office to sign applications or other documents. This means less time spent on follow-up for me.

Pros

I love InsureSign because it makes my life as an agent much easier. People often can't come into the office but are able to pop into their email and quickly electronically sign applications, cancellation requests, etc. I don't have to wait a long time to get the documents I need.

Cons

Adding the ability to put the time of day next to the signature would be helpful in certain instances.

Review Source

RH

Robert H.  
Owner  
Newspapers  
Used the software for: Less than 6 months

### "No more papers!"

February 26, 2024

5.0

Easy, fast and great experience not just for me, for my partners too.

Pros

I have setup the account and my documents with ease. The platform is very intuitive and easy to use. Great experience for me and my partners too.

Cons

I cannot say I found any cons for Formstack, if any found I will update the review.

Switched from

[Docusign](https://www.capterra.com/p/121506/Docusign/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/)[Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

It was easier to use from my point of view.

Review Source

RR

Rochelle R.  
Account Manager  
Insurance  
Used the software for: 2+ years

### "THE FUTURE IS NOW"

May 1, 2019

5.0

It's been very positive, I can't imagine going back to the "Send to customer to print, sign & scan...then wait wait wait wait until the customer gets around to doing all that". With InsureSign the documents are sent via e-mail and with a click of a button, it's done and customers can do this using their mobile phone.

Pros

It's convenient for customers and me. It saves time, paper and ink.

Cons

If I'm in the middle of a document and I realize I need to amend my document, I can't just delete the one page and then add the corrected document in it's place. I have to start over.

Review Source

RS

RODNEY S.  
INSURANCE AGENCY OWNER  
  
Used the software for: 2+ years

### "Great service. I don't know what we'd do with it."

September 8, 2017

5.0

Pros

Easy as 1 2 3. We love the service that Insuresign offers. We have saved time and postage money by using this services. Transactions that used to take weeks to accomplish due using the US Postal Service now take a matter of minutes to complete. Time is money. Thanks InsureSign! Rodney Stewart, Tristar Insurance Services of Dunn NC

Review Source

JL

John L.  
Customer Service Rep.  
Insurance  
Used the software for: 1-2 years

### "Literally anyone can use this program."

October 31, 2017

5.0

The customer doesn't have to come to our office which saves them time. We can have a document sent and received in minutes and that really improves the functionality of our small office.

Pros

The interface is very easy to work with and customer have no trouble completing documents I send to them for signing.

Cons

I sometimes notice the minor delays between the prompts when filling out a form and it bothers me just a little. I wish it ran a bit faster but I don't think the average person is as caffeinated as I am.

Review Source

MB

Michelle B.  
Producer  
Insurance  
Used the software for: 6-12 months

### "love it"

August 1, 2019

5.0

I love InsureSign. I write up new applications all day for insurance and use to have to chase down the insureds to get the signed application back. Now with InsureSign the applications usually come back within a matter of minutes or at the most the next day. It has freed up a lot of my time and I recommend this product to anyone that can use electronic signing for documents.

Pros

The thing I like the best is how easy it is to use

Cons

I have not run across anything that I do not like about InsureSign

Review Source

VA

Vicki A.  
CSR  
Insurance  
Used the software for: 2+ years

### "Insuresign"

November 19, 2019

5.0

Very good. People like the ease of signing on line and not having to wait for the mail.

Pros

It is easy to use. The reminders that get sent to the signers are good. When we get the signed confirmation it should be completed as it does not let you not sign something.

Cons

The sender does not get the daily reminder if it is not signed. You have to go into the software to make sure you don't have anything outstanding which is good to do anyway.

Review Source