Under 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Under

5.0

(7)

Pricing

Starting at $49.00 per month

About Under

Under.io is a powerful software solution that simplifies customer onboarding and signing digital agreements. Our platform supports companies with an intuitive online form builder, built-in e-signatures, and PDF mapping for digital account opening. Customize your entire data collection and customer onboarding process with Under.

Under.io also enhances underwriting, offering KYC, KYB, bank, and credit validations in one place. Our automation tools reduce manual tasks, streamline workflows, and integrate seamlessly with CRMs and payment processors.

Security is a top priority, with compliance measures including GDPR, PCI-DSS, and SOC 2. Businesses benefit from real-time tracking, audit trails, and encryption to ensure data protection.

Ideal for any individual or company that needs to update how they collect, analyze, and manage customer data. Under.io modernizes onboarding, agreements, and compliance. Experience seamless digital transformation with Under.io.

Under Screenshots

Under Pricing and Plans

Starting price: $49.00 per month

Free Trial

Free Version

Starter

$49.00

per month

Plan includes:

Digital Applications
Templates
Customer Record
E-signature
PDF Mapping

Professional

$149.00

per month

No plan information available

Enterprise

Pricing available upon request

No plan information available

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Under Features

Popular features found in Identity Management
Access Certification
Compliance Management
Credential Management
Multi-Factor Authentication
Password Management
Privileged Account Management
Reporting & Statistics
Self-Service Access Request
Single Sign On
More features of Under
Access Controls/Permissions
Activity Dashboard
Address Validation
Age Verification
AI/Machine Learning
Alerts/Notifications
Audit Trail
Authentication
Collaboration Tools
Conditional Logic
Convert to PDF
Customizable Branding
Customizable Fields
Customizable Templates
Data Capture and Transfer
Data Extraction
Data Import/Export
Data Security
Data Verification
Document Management
Document Storage
Drag & Drop
Electronic Signature
Email Alerts
Encryption
File Sharing
Forms Creation & Design
Forms Management
Fraud Detection
ID Scanning
KYC Compliance
Location Tracking
Mobile Access
Mobile Authentication
Mobile Signature Capture
Multi-Channel Distribution
Multi-Party Signing
Multiple Authentication Methods
Multiple User Accounts
Push Notifications
Real-Time Data
Real-Time Notifications
Records Management
Reporting/Analytics
Role-Based Permissions
Secure Data Storage
Secure Login
Self Service Portal
SSL Security
Team Collaboration
Template Management
Third-Party Integrations
Two-Factor Authentication
Workflow Management

Under Integrations

HubSpot Marketing Hub

Salesforce Starter

Zoho CRM

HubSpot CMS Hub

Pipedrive

HubSpot CRM Integration for Jira

See all 10 integrations

Under User Reviews

Overall Rating

5.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.7

Value for money

5.0

Customer support

5.0

Functionality

4.7

Have you used Under and would like to share your experience with others?

William H.

Verified reviewer

Marketing and Advertising

2-10 employees

Used daily for less than 2 years

Reviewed June 2025

Great to engage and streamline customer acquisition

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Under

Under made it easier to do our day to day activities with greater and faster support.

Colin D.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 2 years

Review source

Reviewed February 2025

Under Helps us board payments accounts faster

It has been positive. We enjoy their support team in addition to the self-help resources.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for choosing Under

No underwriting tools in Jotform so we decided to do everything in 1

Reasons for switching to Under

Cost and ID validation tools were available and easy to use in Under

Megan M.

Verified reviewer

Internet

2-10 employees

Used daily for less than 12 months

Reviewed April 2024

Great Customer Service / Easy to Use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Joel S.

Verified reviewer

Real Estate

11-50 employees

Used weekly for less than 12 months

Reviewed February 2025

More features for complicated agreements

Very positive. We upgraded from DocuSign and could not be happier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Reasons for choosing Under

More comprehensive options for template building

Reasons for switching to Under

Docusign had very basic features that did not assist with what we needed.

Andy R.

Verified reviewer

Financial Services

11-50 employees

Used weekly for more than 2 years

Reviewed October 2024

A modern embedded onboarding and underwriting application for financial services

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Reasons for switching to Under

It was a clunky process that fell short of what Under.io provides us

Olga Z.

Verified reviewer

Banking

2-10 employees

Used weekly for less than 12 months

Reviewed January 2025

Application and Complience

Under.io team is highly responsive and adaptable.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Dragos M.

Verified reviewer

Information Technology and Services

2-10 employees

Used weekly for less than 6 months

Reviewed November 2024

Awesome product overall!

Awesome product overall, was great to kick us off.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Showing 1 - 7 of 7 Reviews