# 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

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# 

 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.

[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/)

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 (2,781)](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 (2,757)

Value For Money

5.0 (7)

Value For Money

4.5 (2,199)

Customer Service

5.0 (7)

Customer Service

4.5 (2,030)

## Under alternatives

Highest Rated

[4.7 (4,165)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Starting price

$19.99

Per User, Per Month

[4.7 (944)](https://www.capterra.com/p/137289/Typeform/reviews/)

Starting price

$39.00

Per User, Per Month

[4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/)

Starting price

$29.00

Per User, Per Month

[4.5 (97)](https://www.capterra.com/p/144453/FormAssembly/reviews/)

Starting price

$59.00

Per User, Per Month

[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.

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