# Page 3 | Formstack Sign Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - 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

# Page 3 - Reviews of Formstack Sign

## Showing most helpful reviews

Showing 51-75 of 173 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

NR

Nick R.  
Account Manager  
Insurance  
Used the software for: 6-12 months

### "Simple & Fast"

March 14, 2019

5.0

I send accords, finance agreements, affidavits or anything else that needs to be signed to my clients. They don't need to worry about printing, scanning, and emailing anything back to me. If they forget about it, the program can be set up with automatic reminders. It makes an important part of my business move faster.

Pros

I want to send the document as fast and as easy as possible, and it does that. I know when it's arrived at my clients inbox, when they open it, and when they sign it. I get it back as a PDF ready for my records or send back out. All with minimal involvement by me.

Cons

It's simple & works, nothing really wrong with it.

Review Source

RB

Rhonda B.  
CSR  
Insurance  
Used the software for: 2+ years

### "Insuresign"

April 30, 2019

5.0

This program has saved so much time for my clients and has helped me close deals so much faster.

Pros

it's very easy to use and offers our clients the convenience of signing paperwork anywhere without driving to the office

Cons

I haven't had any issue with InsureSign

Review Source

Jami Lynn B.  
Client Advisor  
Insurance  
Used the software for: 6-12 months

### "Very easy to use! Cuts down on the time spent getting docs back from Clients!"

November 2, 2017

5.0

Pros

Easy to use for me and my Clients; no need to fax and scan and double check if docs have been received; Clients can sign on the road from their cell phones

Review Source

CB

Charles B.  
owner  
Insurance  
Used the software for: 2+ years

### "Ease of use"

February 8, 2019

5.0

Being in the insurance business we have applications and other forms that have to be signed by the customer. With Insuresign we can accomplish all of this without the customer having to take time out his day to come to our office. Most transactions from start to finish can be wrapped up in ten minutes our less.

Pros

What we have enjoyed about Insuresign is how seamless it works with our other software to make signing forms very easy.

Cons

We have no dislikes with this software.

Review Source

MB

Michael B.  
Partner & sales  
Insurance  
Used the software for: 2+ years

### "We've used InsureSign for the past two plus years and we couldn't be happier."

November 8, 2017

5.0

Easy of doing business and increased productivity

Pros

InsureSign has made it easier for us to do business. With the majority of our customers preferring email communication the ability to get digital signatures is priceless.

Cons

Not really a con but it would be nice if InsureSign integrated with our agency management software. Attaching and forwarding signed documents is quick and easy.

Review Source

VR

Verified Reviewer  
Consultant - Information Delivery  
Insurance  
Used the software for: 6-12 months

### "Great to Get Documents Signed Easy"

February 29, 2020

4.0

Great software and provides efficiency for our workers.

Pros

This product allows for the electronic signature of your customers. Did I mention Electronically! This has been an awesome addition and reduced hassle to get the necessary signatures through mail or in person.

Cons

The only con we can think of is that when you create a document and want to make a change to said document once the customer has the document, there isn't an easy way to change.

Review Source

TE

TY E.  
OWNER  
Insurance  
Used the software for: 2+ years

### "THE REVIEW"

October 9, 2019

5.0

MAKES IT SO MUCH EASIER TO GET SIGNED APPS BACK

Pros

EASY TO USE WITH ALL MY CLIENTS AND MY STAFF

Cons

THE COLORS OF THE FONT ARE A LITTLE LITE

Reason for choosing Formstack Sign

IT WAS PROMOTED BY FAIA

Review Source

KF

Kelly F.  
Branch Manager  
Insurance  
Used the software for: 6-12 months

### "Total timesaver!"

April 18, 2019

5.0

Increased sales, customer's are very satisfied with ease of use.

Pros

I love the ease of InsureSign. Previously we were waiting on texts, fax and email with attachments from insured's when trying to close a sale. This has been a huge time saver in our office...applications and endorsements are done in minutes. Anyone who is not using the InsureSign product should really look into it...totally worth the investment!

Cons

None so far....we all seem to be very satisfied.

Review Source

AL

Ashley L.  
CPSR  
  
Used the software for: 2+ years

### "Professional Product with must-have features"

May 24, 2018

5.0

Pros

Top benefit for my purposes - documents, once reviewed/signed are emailed back to me for attachment. This simplifies my processing and saves a lot of time.

Cons

I have not yet found a downside to this software. The company stays on top of it's programming and the technicians are fast to answer questions/assist when needed.

Review Source

IO

Iliana O.  
Agent  
Insurance  
Used the software for: 1-2 years

### "Great service"

May 25, 2021

5.0

Great experience with formstack sign with our employees and customers.

Pros

Love the ease of use of this product for our customers to just be able to click for signature and submit.

Cons

The loading of documents could use improvement. Sometimes it take longer than usual and then they wont load correctly.

Review Source

SG

Suellen G.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "User Friendly"

July 31, 2019

5.0

I've been using InsureSign for the past 5 years.

Pros

Your clients can call in and request a policy, changes to a policy or anything else that's requiring their signature. You can email them the documents and save them a trip into the office.

Cons

There's nothing I don't like about the software. Its user friendly.

Review Source

NS

Niki S.  
Personal Lines Team Lead  
Insurance  
Used the software for: 2+ years

### "Insuresign Review "

March 10, 2019

5.0

Pros

\- easy to use - convenient - efficient .

Cons

No problems seen at this time. I am very satisfied with the software.

Review Source

Jessica R.  
Commercial Lines Producer/CSR  
Insurance  
Used the software for: 2+ years

### "InsureSign - easy to use "

April 22, 2019

5.0

it is great. I use InsurSign everyday to get applications, changes, forms, etc. signed. There are a lot of times where I need the signature that day - with InsureSign it only takes minutes.

Pros

Everything about this system is super easy. I use it everyday - even people that aren't "computer savvy" can use this system.

Cons

If there are 2 documents in the box when you open it up - i cant figure out how to only send one of those documents.

Review Source

JH

Jack H.  
CEO  
  
Used the software for: 2+ years

### "AMAZING"

February 27, 2018

5.0

Pros

SUPER easy to use. I could not imagine selling insurance without using Insuresign. The money we saved on stamps MORE than paid for this service. It would be a deal at twice the price.

Cons

the desktop platform had some issues with adding documents but that has been corrected with the online version.

Review Source

hP

hope P.  
agent  
Insurance  
Used the software for: 1-2 years

### "insuresign"

February 12, 2020

4.0

i really like this product i use it on a daily basis and its so very convient and quick to use

Pros

i love that its very quick to send to customer and also receive back

Cons

i dont like that if you make a mistake you have to send and then go in and cancel you cant just do it then

Review Source

AW

Annette W.  
co owner  
Insurance  
Used the software for: 6-12 months

### "Great communication Tool"

September 30, 2019

5.0

InsureSign has made it faster and easier to obtain a signature from a client!

Pros

InsureSign is easy to use and it makes working with clients easier. They can just submit their signature on line and not drive to the office.

Cons

There is nothing I do not like about this software product. Our clients only complaint is they have to sign in multiple places but that is an insurance issue.

Reason for choosing Formstack Sign

I liked the reviews.

Review Source

LD

Laura D.  
Insurance Agent  
Insurance  
Used the software for: 2+ years

### "Insuresign Review"

February 19, 2020

5.0

When an insured can not physically come in to sign the paperwork, it saves time just emailing the documents for them to sign and we have a paper trail still to keep up and send a reminder to them in case they forget.

Pros

What I like most about this software is the ease of use. I t is easy to upload the file, enter the email address and send it.

Cons

What I like least about this software is it is not easy to get set up on the Formstack website after they changed over.

Review Source

SW

Sandi W.  
Commercial Account Manager  
Insurance  
Used the software for: 2+ years

### "Best online signature program!"

July 9, 2019

5.0

It's so convenient to send applications and other forms to our clients electronically. We save so much time not having to mail or drive to a customer's location just for a signature. The documents scan clearly and the instructions are simple. This is the way of the future!

Pros

So easy to upload and send documents for electronic signature.

Cons

Follow up on unsigned documents - it would be nice if we received a reminder that there are outstanding documents. Maybe after 2 days.

Review Source

CF

Chelsea F.  
CSR  
  
Used the software for: 2+ years

### "I love insure-sign, it makes getting signatures from clients so much quicker and easier!"

April 27, 2018

5.0

Pros

It's very simple and user friendly, I don't find that clients have any issues navigating how to sign the documents which makes the whole process smooth!

Cons

I have no complaints! I don't think anything needs to be changed at this time. Keep up the good work!

Review Source

cN

christine N.  
csr  
Insurance  
Used the software for: 1-2 years

### "Ease of Insursign"

August 27, 2019

4.0

Pros

It's very user friendly, especially for the customer. It makes it extremely convenient for the customer is not "put out of their way" to sign documents.

Cons

The navigation process when customer is done e-signing.

Review Source

AT

Alexa T.  
Marketing Director  
Insurance  
Used the software for: 6-12 months

### "Easy to use electronic signature software"

March 5, 2020

5.0

Efficiently sending signature documents without having to send in emails, attachments etc.

Pros

Ease of use. We not only recommend this for our customers, but use it internally for sending contracts to clients

Cons

I don't think it's the software that's a problem, but the admin error in setting up the templates. Sometimes the fields for initials etc aren't pulled in the exact place

Review Source

MP

MEA P.  
AGENT  
Insurance  
Used the software for: 6-12 months

### "SATISFACTION "

April 9, 2019

5.0

DOCUMENTS ARE SIGNED FASTER, NO WAITING FOR THEM TO COME BACK IN THE MAIL. INSUREDS ARE HAPPY THAT THEY DO NOT HAVE TO PRINT ANYTHING TO SIGN . IT HAS SPEEDED UP SERVINGING OUR CUSTOMERS 100%

Pros

THE SFTWARE IS VERY EASY TO USE, IF YOU HAVE A PROBLEM YOU CAN CALL CUSTOMER SUPPORT AND THEY ARE GREAT

Cons

SOMETIMES MY DOCUMENTS DO NOT COME UP IN THE WINDOW AND I HAVE TO GO TO ANOTHER SESSION

Review Source

VR

Verified Reviewer  
Digital Marketing Executive  
Insurance  
Used the software for: Less than 6 months

### "Easier to use and better than DocuSign"

August 29, 2019

4.0

I truly believe that the speed and efficient nature of this platform really does help increase sales/customer satisfaction. What more could you ask for?

Pros

Even customers who aren't very tech savvy find this so easy to use. It's a truly brilliant piece of software that all businesses could do with. Particularly excellent for us in the world of insurance!

Cons

Not encountered any major issues so far. If we do I know the tech support will be on hand to deal with any issues in an efficient manner.

Review Source

MG

Margaret G.  
Owner/Agent  
Insurance  
Used the software for: 6-12 months

### "InsureSign Review"

September 5, 2019

5.0

Using InsureSign has enabled our agency to embrace technology to meet the needs of our clients while improving the efficiency of our office.

Pros

InsureSign is easy to and convenient to use. The process for getting important documents back is a simple process for my clients which is extremely important.

Cons

I don't have any cons to reference about the software at this time.

Review Source

DT

Diane T.  
Insurance Agency Owner  
Insurance  
Used the software for: 6-12 months

### "This makes my job so much easier as the signature process works so well with my program."

August 6, 2017

5.0

Easily send paperwork to customers for signatures saving me time and money on paper and ink.

Pros

I like the way it works through my existing client management program allowing me to send paperwork to my clients quickly and easily.

Cons

The basic process of learning a new program especially because I had very little experience with electronic signature programs.

Review Source