CRM Integrations
Prebuilt connectors to Salesforce, Microsoft Dynamics 365, and NetSuite streamline document generation, sending, and status updates within CRM records.
signNow runs in modern web browsers and native mobile apps; check browser and OS compatibility before starting.
Electronic signatures created and managed in signNow meet U.S. eSignature laws such as ESIGN and UETA, provide an auditable trail, and reduce processing time and costs for routine and regulated documents. Use signNow when closing remote sales contracts or collecting employee onboarding signatures at scale. The platform’s compliance features and encryption help maintain legal admissibility and reduce operational delays across departments.
Organizations across real estate, healthcare, finance, legal, and education use eSignatures to speed workflows and reduce risk.
Use cases range from one-off agreements to high-volume automated sends integrated into CRMs and ERPs, improving turnaround and recordkeeping.
An IT admin configures SSO, API keys, and security settings for signNow. They manage user provisioning, set password and session policies, and coordinate with compliance teams to ensure audit logs, encryption, and retention settings meet corporate and regulatory requirements.
A legal lead reviews signature authentication methods and audit-trail retention. They confirm ESIGN and UETA adherence, approve BAAs for HIPAA workflows, and set policies for document retention, redaction, and admissibility in court or regulatory reviews.
Optica adopted signNow to simplify customer-facing paperwork and reduce in-person steps.
Resulting in faster closings and higher customer satisfaction for field agents.
Xerox integrated signNow with NetSuite to automate signature requests from system-generated documents.
Leading to improved accuracy and faster revenue recognition across integrated systems.
Add signature, initial, date, and custom text fields to documents so each signer completes only assigned fields with clear placement and required field validation.
Save reusable documents as templates with predefined fields and signer roles to accelerate repeat processes like NDAs, vendor agreements, and HR onboarding packets.
Store signed documents securely in signNow with options to sync to Google Drive, Box, or AWS for centralized document management and backup.
Use the mobile app to collect signatures offline; the app syncs signed documents and audit trails once connectivity is restored.
Prebuilt connectors to Salesforce, Microsoft Dynamics 365, and NetSuite streamline document generation, sending, and status updates within CRM records.
Send a single document to many recipients with individualized fields; available on Business Premium to support mass acknowledgements or policy distributions.
Support for SMS, knowledge-based checks, and SSO provides higher confidence in signer identity for regulated transactions.
Collect payments during signing for invoices or service agreements when using plans that include payment integrations for secure collection.
A REST API permits automated send, field placement, webhook notifications, and programmatic retrieval of signed documents and audit logs.
Native iOS and Android apps enable in-person signing, push notifications, and camera-based document uploads for field workflows.
| Workflow Setting Name and Configuration | Default configuration values for workflow settings |
|---|---|
| Signature Routing Mode and Order | Sequential by default; signer order enforced |
| Reminder Frequency and Notifications | 48 hours after inactivity; daily reminders |
| Document Expiration and Access | Set expiration at 30 days for requests |
| Authentication Method for Signers | Email plus optional SMS verification |
| Audit Trail Retention Period | Retain audit logs for seven years |
| Feature Criteria Compared Across Vendors | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Mobile app availability | |||
| Audit trail and tamper-evidence | |||
| HIPAA BAA option | yes, baa req. | yes, baa req. | varies by plan |
| Envelope or send limits | no cap | 100 envelopes/user/year | no cap |
| $8/user/mo | $8/user/mo | $13/user/mo | $19/user/mo | $15/user/mo | |
|---|---|---|---|---|---|
| Free Trial | 7-day free trial | Trial varies by region | Free trial avail. | Free trial avail. | Free trial avail. |
| Bulk Send | Available on Premium | Available on select plans | Available | Available | Available |
| Audit Trail | Yes, full audit trail | Yes, full audit trail | Yes, full audit trail | Yes | Yes |
| HIPAA Compliant | Yes, BAA required | Yes, BAA possible | Varies | Varies | Varies |
| Envelope Cap | No cap | 100 envelopes/user/year | No cap | No cap | No cap |
1 to 3 business days
Same day to 2 business days
Variable; often 1–7 days
Immediate download from document history
2 to 4 weeks