Role-based signing
Assign signer roles and enforce signing order to ensure documents proceed through required approvals in the correct sequence without manual routing.
Electronic signatures reduce processing time, lower paper handling costs, and improve traceability while meeting U.S. legal standards like ESIGN and UETA. They support secure, auditable approvals across HR, finance, sales, and healthcare workflows and help teams respond faster to deadlines and regulatory requirements.
Organizations across real estate, healthcare, finance, legal, education, and construction use eSignatures to streamline agreements, enrollment, and approvals.
An HR Manager uses signNow to send onboarding packets and benefits enrollment forms to new hires. They configure templates, attach supporting documents, and monitor completion through the audit trail, ensuring records are stored securely and retention policies are followed.
Sales Operations professionals send proposals and contracts via bulk send or CRM integration. They rely on pre-filled templates, signature order, and reminders to shorten sales cycles while tracking document statuses and completion metrics for forecasting.
Brian Fitzgibbons, COO at Optica Ventures, streamlined investor paperwork and customer-facing agreements using signNow's simple interface
Resulting in faster transaction cycles and higher customer satisfaction.
Kodi-Marie Evans, Director of NetSuite Operations at Xerox, integrated signNow with NetSuite to automate contract routing
Leading to fewer data errors and faster revenue recognition.
Create reusable templates with preplaced signature and data fields to speed repetitive workflows and reduce errors during document preparation and sending.
Send one document to many recipients using Business Premium bulk send to collect individualized signatures quickly and track each response separately.
Every completed document includes a tamper-evident audit trail with timestamps, IP addresses, and field-level events to support legal admissibility.
Native mobile apps and responsive web signing let recipients sign from smartphones or tablets with the same legal protections and audit details.
2–7 business days
1–3 business days
3–10 business days
Dependent on compliance workflows
Maintain 3–7 years
Keep 7 years or per tax code
Retain per state labor law
Follow HIPAA retention rules
Preserve per agency rules
Assign signer roles and enforce signing order to ensure documents proceed through required approvals in the correct sequence without manual routing.
Show or hide fields based on previous inputs to simplify complex forms and ensure signers only see relevant fields.
Collect payments during signing with integrated payment options available on enterprise plans to close and collect in a single workflow.
Enable single sign-on for centralized access control and easier user provisioning across large organizations and site licenses.
Use the signNow API for embedded signing, automated sending, and tight integration with CRMs and ERP systems.
Kiosk mode and offline signing support on mobile devices help collect signatures in field or low-connectivity situations.
Define legal, retention, and access rules before rollout.
Test with a representative set of users and document types.
Validate CRM, ERP, and storage connections in sandbox.
Conduct privacy and security assessments with IT.
Provide role-based training and quick reference guides.
Track send rates, completion, and errors post-launch.
Refine templates based on signer feedback and data.
Schedule periodic reviews of permissions and retention.
Access signNow via web browser, native mobile apps, or API integrations for embedded signing and automation.
Browser or mobile signing supports offline capture in apps, and API access enables embedded workflows inside CRMs and enterprise portals for seamless user experiences and developer automation.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Expiration | 30 days |
| Default Authentication | Email link |
| Audit Trail Retention | 7 years |
| SSO Enforcement | Optional |
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Advanced Authentication | |||
| Bulk Send | varies by plan | ||
| Envelope Cap | no cap | 100 env/yr | varies by plan |
| API Access |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $8/user/mo | $13/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Free trial varies | Free trial varies | Free trial varies | Free trial varies |
| Bulk Send | Yes, Business Premium | Varies by plan | Yes, select plans | Yes, on plans | Available on plans |
| Audit Trail | Yes, full audit trail | Yes, full audit trail | Yes, full audit trail | Yes | Yes |
| HIPAA Compliant | Yes, BAA required | Yes, BAA available | Contact vendor | Contact vendor | Contact vendor |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |