• Electronic Signature
• Resources
• Alternatives
• Best autenti alternatives for new customer forms in financial services

Best autenti alternatives for new customer forms in financial services

Start free trial

No credit card required

signNow regularly wins awards for ease of use and setup

Introduction to autenti

autenti is an electronic signature platform that assists organizations with basic signing workflows, reusable templates, and QES/eIDAS support for regulated European transactions. For financial services teams focused on onboarding new customers, autenti offers core tools such as multi-signer routing, audit trails, and SSO, but it lacks several enterprise-grade automation and advanced field capabilities that streamline high-volume form intake and verification during customer onboarding.

Why teams look for autenti alternatives

Financial teams evaluate autenti alternatives when they need stronger automation, richer form fields, or tighter integrations with CRMs and payment systems for customer onboarding workflows.

Key challenges with autenti

• Limited field logic increases manual data entry during high-volume customer onboarding, slowing operations and increasing error rates.
• No bulk sending or mass-invite capability forces repeated single-send actions that are inefficient for batch account openings.
• Missing payment collection and attachment request features complicate fee collection and supporting-document intake for new customers.
• Sparse cloud export and search features make document retrieval and compliance reporting more time consuming for auditors.

How signNow stands out against autenti

signNow provides a broader set of automation and integration features tailored to teams that handle repetitive onboarding forms and need embedded signing, bulk sends, and payment collection.

• Advanced form logic and calculated fields reduce manual reconciliation for customer forms.
• Bulk send and mass signature options scale batch onboarding without complex scripting.
• Native integrations with CRMs and cloud storage streamline data sync and audit workflows.

In many financial services deployments, signNow shortens the time from form creation to completed signature while preserving auditability and compliance controls.

Security and compliance overview

ESIGN/UETA compliance: Enables US legal enforceability

eIDAS/QES: Supports EU qualified signatures

Audit trails: Detailed tamper-evident logs

SSO / SAML: Enterprise authentication support

SOC2: Third-party security attestations

HIPAA readiness: Options for healthcare data

Join over 28 million airSlate SignNow users!

Start free trial Request a demo

Signing experience and interface efficiency

Evaluate signing speed, field placement, and recipient experience when comparing autenti to alternatives; these characteristics directly affect completion rates for new customer forms.

Recipient flow

Simple, account-free signing for recipients, but fewer in-session customization options limit pre-filled guidance and adaptive prompts compared with more advanced platforms.

Field placement

Basic tagging and merge support exist, yet lack of advanced conditional and calculated fields increases setup time for complex onboarding forms.

In-person signing

Mobile-capable in-person signing available, though kiosk and tablet optimizations are minimal relative to platforms built for on-site intake.

Language support

Signing session language can be changed, supporting multilingual customer populations during onboarding.

Document management and templates

Document lifecycle features determine how easily financial teams can store, reuse, and audit customer forms across systems.

Template engine

Reusable templates are supported, enabling standardized onboarding packets for repeat use by operations teams and reducing form prep time.

Document groups

Limited grouping features increase manual file organization for multi-document customer records and batch audit exports.

Merging documents

Merge capabilities exist to combine multiple PDFs, simplifying consolidated client records before signature.

Cloud export

Cloud export is limited, requiring manual uploads to preferred storage for many teams instead of automatic sync.

Full-text search

Search capabilities are minimal, making retrieval of specific customer forms slower during compliance checks.

Audit history

Basic audit trails capture signer events for regulatory needs and dispute resolution.

Integration and workflow connectivity

Integration depth affects whether customer form data flows seamlessly into CRMs, KYC systems, and document stores.

• CRM sync: Connect sign requests to CRM records to reduce duplicate data entry.
• Cloud storage: Export completed forms to cloud drives for archival and compliance.
• Embedded signing: Embed flows in web portals to keep customers on-brand during onboarding.
• API access: Use REST APIs to automate document creation and status checks.

Workflow automation and bulk sending

Automation features reduce manual steps in high-volume onboarding pipelines and enable conditional routing of documents.

01

Prepare template:

Create a master template with required fields and roles.

02

Pre-fill data:

Auto-populate fields from CRM or API payloads.

03

Conditional routing:

Route based on field values or business rules.

04

Bulk send:

Dispatch identical forms to many recipients at once.

05

Collect payments:

Attach payment collection to sign requests when needed.

06

Archive final:

Auto-export executed documents to storage for retention.

Quick comparison table

Side-by-side feature availability for signNow, autenti, and selected competitors to evaluate alternatives relevant to new customer forms.

Criteria	signNow	autenti	DocuSign	HelloSign	PandaDoc
Fillable fields
Bulk send
API integration
Mobile apps

eSignature that scales with your workflow

Start free trial Request a demo

Pricing and plan comparison

Representative entry and business-tier pricing where available; contact vendors for exact enterprise quotes and volume discounts.

	signNow	autenti	DocuSign	HelloSign	PandaDoc
Entry price	$15/month	Contact sales	$40/month	$15/month	$19/month
Business plan	Business Premium $15/mo	Contact sales	Business Pro $40/mo	Business $25/mo	Business $49/mo
Enterprise price	Enterprise $30/mo	Contact sales	Custom pricing	Custom pricing	Custom pricing
Payment support	Yes	No	Extra cost	No	Yes

Legal validity and platform requirements

Ensure the eSignature provider you choose produces auditable evidence and follows the legal frameworks required for financial services compliance.

• Legal frameworks: ESIGN, UETA, eIDAS
• Audit trail needs: Tamper-evident logs
• Data residency: Local storage options

A compliant provider must generate court-admissible audit records, support required regional signature types, and provide controls such as SSO and two-factor authentication to meet financial services governance and audit demands.

Is autenti right for common financial workflows?

Practical examples show when autenti may be sufficient and when financial teams should consider other platforms.

New customer onboarding

autenti handles basic eSign and multi-signer flows

• lacks bulk send and advanced fields
• increases manual reconciliation and verification work

Resulting in slower onboarding and heavier operational load for high-volume teams.

Fee and KYC collection

For single-case KYC and fee collection autenti can work

• missing native payment collection and attachment requests complicate intake
• requiring manual steps to collect documents and fees

Leading to added reconciliation and longer time-to-fund for customer accounts.

Best-fit user profiles

Compliance Officer

Compliance officers benefit from platforms that provide tamper-evident audit trails, configurable retention, and regional legal signature types; autenti provides basic QES/eIDAS but lacks full enterprise export and detailed access controls required for large regulated portfolios.

Sales Operations

Sales operations teams need fast template reuse, bulk send, CRM sync, and payment capture to close accounts; signNow and other alternatives offer richer automation and native connectors that reduce manual handoffs compared to autenti.

FAQs: Choosing the right autenti alternative

Common questions financial teams ask when deciding between autenti and alternatives for customer form intake are addressed below.

• Can autenti handle bulk onboarding sends?
  autenti does not support bulk sending natively, so teams needing mass invites or envelope batches often select alternatives like signNow or DocuSign for scalable batch delivery.
• Does autenti support advanced conditional fields?
  autenti lacks advanced conditional and calculated fields; alternatives such as signNow provide smart fields and conditional logic useful for dynamic customer forms.
• Which providers offer payment collection with signatures?
  autenti does not include built-in payment collection; signNow and PandaDoc include payment collection options to combine signature and payment in a single workflow.
• Is autenti suitable for US regulatory compliance?
  autenti supports eIDAS and QES for EU requirements but does not provide explicit HIPAA or SOC2 attestations for US-regulated data; signNow and some competitors list HIPAA readiness and SOC2 certifications.
• Can autenti be embedded in customer portals?
  autenti has limited embedded signing capabilities; teams needing seamless in-portal signing commonly use signNow or DocuSign for stronger embedding SDKs and customization.
• How does autenti handle identity verification?
  autenti supports two-factor signer authentication and QES, but lacks broad advanced authentication options; platforms like signNow and HelloSign offer additional recipient authentication methods for improved identity assurance.

Over 150,000 organizations use signNow

Support, onboarding, and customer experience

Evaluate vendor support options and onboarding resources when selecting a replacement for autenti; support quality affects time to value and internal adoption.

Implementation planning and kickoff

Map your onboarding workflows, define templates, and establish integration requirements to reduce rollout time and avoid scope creep.

Training and internal enablement

Invest in admin training and starter tutorials so teams can manage templates, access controls, and common troubleshooting without vendor help.

Support coverage and SLAs

Confirm availability of live support, escalation paths, and service-level agreements to support production issues during critical onboarding windows.

Documentation and knowledge base

Ensure the vendor provides clear API docs, sample integrations, and operational runbooks to speed developer integrations and maintenance.

Top autenti alternatives

signNow

★4.7/5 (G2)

Capabilities

• Advanced fields
• Bulk send
• Embedded signing

Security & Compliance

• SOC2 compliant
• HIPAA readiness
• Two-factor auth

Cost & Support

• $15/month entry
• Enterprise options
• 24/7 chat available

autenti

★3.8/5 (G2)

Capabilities

• Basic signing
• Reusable templates
• Merge documents

Security & Compliance

• eIDAS and QES
• SSO/SAML
• Audit trail

Cost & Support

• Contact sales
• Limited enterprise detail
• Standard documentation

SignEasy

★4.3/5 (G2)

Capabilities

• Fillable fields
• Multi-signer
• Mobile apps

Security & Compliance

• Audit trail
• SSO available
• Basic protections

Cost & Support

• Entry-level plans
• SMB focus
• Email support

HelloSign

★4.4/5 (G2)

Capabilities

• Fillable fields
• Templates
• Embedded signing

Security & Compliance

• Certificate of completion
• SSO/SAML
• Optional HIPAA help

Cost & Support

• $15/month entry
• $25/month business
• Developer API docs

DocuSign

★4.6/5 (G2)

Capabilities

• Extensive integrations
• Bulk send
• Advanced fields

Security & Compliance

• HIPAA options
• Advanced threat protections
• Audit trails

Cost & Support

• $40/month business pro
• Custom enterprise
• Premium support tiers

SIGNiX

★4.0/5 (G2)

Capabilities

• Bulk send
• Document library
• PKI options

Security & Compliance

• High-assurance signatures
• Document groups
• Integrations available

Cost & Support

• Contact sales
• Enterprise focus
• Dedicated support

PandaDoc

★4.5/5 (G2)

Capabilities

• Payments collection
• Templates
• CRM integrations

Security & Compliance

• Audit trail
• In-person signing
• Document library

Cost & Support

• $19/month entry
• $49/month business
• Sales enablement focus

Sureh Balasubramanian,

CEO at LiveHive

«I was closing another deal and had an outstanding quote already sent through DocuSign (I was trialing them) before we got connected. Sales VP was ready to sign the quote but was having trouble signing via DocuSign from his United WiFi — he was on a plane to Boston and would have been too late if I had to wait till he landed. I resent it to him via signNow and Voila! I had my signed contract in 30 mins! Great job signNow!»

Kodi-Marie Evans,

Director of NetSuite Operations at Xerox

«signNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite. This flexibility assists us with reducing our turnaround time on signatures so that we can get to the business of doing business. signNow is an amazing company with first-rate customer service.»

Jake Schroeder,

Vice President at The Benefits Store

«We found signNow to be better priced and exactly the solution we needed. signNow has significantly lowered our enrollment completion process by a day or two depending on the member.»

Dionte' Bryant,

Software Development Engineer

«The signature has become extremely simple to create. Customer care is additionally quite simple and also incorporating fields is super easy. We put it to use for all sorts of contracts. Custom contracts can be simple to operate, but we primarily work with them to send out the very same agreement template to almost all the clients of ours.»

Related links

Best RevvSales alternatives for IT architecture documentation

Best document editing and RevvSales alternatives for sports organizations

Best RevvSales alternatives for order fulfillment in pharmaceutical

Best eSignature platforms similar to RevvSales for business proposals

RevvSales alternatives for organizations in HR

Top RevvSales competitors for nonprofit organizations in high tech

be ready to get more

Get legally binding signatures now!

Start free trialRequest a demo