# Under Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Under Software - reviews, pricing plans, popular comparisons to other Form Builder products and more. Source: https://www.capterra.com/p/10013845/Under --- # Under Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Under ## What is Under? Under.io is software that helps financial services companies onboard their customers. Our product includes an online form builder that sales teams or agents use to create and customize their forms/applications. Included is an electronic signature component and PDF mapper which allows for true digital account opening. On top of that, financial services companies use us to underwrite customers as well. Run KYC, KYB, Bank, and Credit validations- all in a single platform. Create more customers with our front-end tools and approve more customers with our back-end tools. ## What is Under used for? [Form Builder](https://www.capterra.com/form-builder-software/)[Digital Signature](https://www.capterra.com/digital-signature-software/)[Identity Verification](https://www.capterra.com/identity-verification-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Other, Per Month Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Under?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.under.io&name=Under) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Under 5.0 (7) VS. [4.7 (2,876)](https://www.capterra.com/p/158456/JotForm-4-0/reviews/) Starting Price $49 Other, Per Month Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.7 (7) Ease Of Use 4.7 (2,852) Value For Money 5.0 (7) Value For Money 4.5 (2,287) Customer Service 5.0 (7) Customer Service 4.5 (2,116) ## Under alternatives Highest Rated [4.7 (4,198)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/) Starting price $19.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.7 (954)](https://www.capterra.com/p/137289/Typeform/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (5,180)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.5 (99)](https://www.capterra.com/p/144453/FormAssembly/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/10013845/Under/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Data Security 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Protect sensitive data for digital privacy Document Storage 5.0 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Store and organize documents in a centralized system Third-Party Integrations 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Set up connections to third-party platforms to improve business processes Customizable Templates 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements Document Management 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Drag & Drop 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Assemble applications and processes by dragging over and arranging pre-built components Under 59 features Define levels of authorization for access to specific files or systems Dashboard to view the status of ongoing processes, identify current incidents and track past activities Verifies and confirms the accuracy of an address A way for institutions and businesses to check the age of their customers/clients. Software program that continuously adjusts its behavior based on observed data Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges A record of all activities within the system, including user access, changes made, etc. Verify the identity of users/devices to enable secure access Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Capability of a software or system to make decisions and perform actions based on specified conditions Create, edit, convert to and from PDF files Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Pre-designed layouts that can be customized to match preferences and requirements Import, collect, and capture data from multiple sources Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Protect sensitive data for digital privacy Process of checking different types of data for accuracy to avoid errors or inconsistencies Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Receive and/or send email notifications for urgent updates, requests, or other information Convert data into a code for security Public or private sharing of digital files such as documents, audio/video, images, and more Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Store, manage and track all forms in a centralized location Identify and prevent suspicious activity Scan and validate an ID barcode Verify the identity, suitability, and risks involved with maintaining a business relationship Identify the physical location of an individual, asset, device, etc. Access software remotely via mobile devices Verify user identity through mobile devices Capture signatures via mobile devices Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Request two or more credentials to prove user's identity before granting access to systems Share documents with different users to collect multiple signatures Authenticate user identities through different methods such as ID cards, PINs, passwords, RFID, and biometrics Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service Generate and store passwords in an encrypted database and assist in retrieving lost or forgotten passwords Trigger clickable pop-up messages Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Ability to record, store, update, and retrieve information Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Securely stores data to prevent data loss or breaches At least a username and password is required to access the system Online portal through which end users can access the system, manage tasks, or obtain information Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Allow multiple team members to edit and work on the same document Create, save, and re-purpose templates for emails, forms, etc. Set up connections to third-party platforms to improve business processes Extra layer of security that requires not only a password and username but also something specific to that user Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.7 (7) 4.7 Based on 7 reviews ## Pricing Value for money 5.0 (7) Free Trial [View pricing plan details](https://www.capterra.com/p/10013845/Under/pricing/) Starter $49.00 Other,Per Month It includes: - Digital Applications - Templates - Customer Record - E-signature - PDF Mapping Professional $149.00 Other,Per Month Value for money 5.0 (7) 5.0 Based on 7 reviews ## Integrations [ Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[ HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/)[ HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[ Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)[ HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/)[ Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/)[ HubSpot Service Hub](https://www.capterra.com/p/182476/HubSpot-Service-Hub/)[ HubSpot Content Hub](https://www.capterra.com/p/201318/HubSpot-CMS/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (7) 5.0 Based on 7 reviews ## User reviews Overall rating 5.0 Based on 7 reviews Filter by rating 5(7) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent WH William H. Owner Marketing and Advertising ### "Great to engage and streamline customer acquisition" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 7, 2025 Really positive throughout the years working togethe There is such a teamwork mentality to solve the problem like it is theirs so we can get back to work. Pros It integrates with our processes and cuts time on admin to grow our customer base. We setup for a health care company and allowed people to upload documents and content about themselves more easily at the start of the relationship. Cons Its a great service, it continues to grow and the team is very supportive. Anytime we needed support the response was fast and they clearly knew our challengeand how to fix it. Switched from [Typeform](https://www.capterra.com/p/137289/Typeform/) Under made it easier to do our day to day activities with greater and faster support. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JS Joel S. Managing Member Real Estate ### "More features for complicated agreements" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2025 Very positive. We upgraded from DocuSign and could not be happier. Pros It offered a more comprehensive solution for us to collect customer agreements. Cons It took a little longer than expected to build our first template Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Docusign had very basic features that did not assist with what we needed. Alternatives considered [Formstack Forms](https://www.capterra.com/p/118892/Formstack/) Reasons for choosing Under More comprehensive options for template building Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CD Colin D. Sales Manager Financial Services ### "Under Helps us board payments accounts faster " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 11, 2025 It has been positive. We enjoy their support team in addition to the self-help resources. Pros Cost, experience with form builder, and easy to use PDF upload tool Cons It took our team time to map every single PDF we use. Their upload tool is good, it just takes time. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) Cost and ID validation tools were available and easy to use in Under Alternatives considered [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) Reasons for choosing Under No underwriting tools in Jotform so we decided to do everything in 1 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. OZ Olga Z. Compliance Banking ### "Application and Complience" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 30, 2025 Under.io team is highly responsive and adaptable. Pros Modern, efficient, and user-friendly onboarding solution. Easy to use, it allows the creation of custom forms. I like the ability to map from data directly to PDF and upload supporting documents to each customer profile. Cons Occasional difficulties experienced by the end clients, e.g., the link does not work. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Dragos M. CTO Information Technology and Services ### "Awesome product overall!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 8, 2024 Awesome product overall, was great to kick us off. Pros 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 the electronic signatures straight away without all the back and forth which saves us a bunch of time. Digital onboarding made getting new people on board way less of a hassle too. Cons We couldn't find an issue with the product so far. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AR Andy R. Director of Sales Financial Services ### "A modern embedded onboarding and underwriting application for financial services" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 October 29, 2024 I was really impressed with not only the Aestheics of the product and how modern it looks and feels, but then the team's patience during the onboarding process to teach us the best practices. Pros In the financial services space, an application is multi step with a ton of data. Under allowed us to customize and embed our application with drag and drop fields, decreasing the number or repetitive information we need across multiple documents, and increasing the completion % of appilcations. Cons There's a bit of a learning curb to understand how the system interacts from the online form builder, to PDF Mapping, and adding features like conditional logic. Switched from [Docusign](https://www.capterra.com/p/121506/Docusign/) [Jotform](https://www.capterra.com/p/158456/JotForm-4-0/) It was a clunky process that fell short of what Under.io provides us Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MM Megan M. Operations Managers Internet ### "Great Customer Service / Easy to Use" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 April 16, 2024 Pros The overall platform has been super easy to use. Our account managers are exceptionally happy with the ease of Under. Applications are easy to generate (once mapped), and the ability to run KYCs and Plaid bank validation has been extremely helpful in our industry. The customer service has been great any time we have reached out with questions. They respond in a timely manner - and have been able to help resolve problems. Cons Mapping PDFs was a little bit of a learning curve with the applications. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)