CRM Integration
Connect signNow to Salesforce or Microsoft Dynamics 365 to generate contracts from opportunities and automatically attach signed Acrobat PDFs to records.
Use signNow when closing remote sales contracts or collecting employee onboarding signatures at scale. Electronic signatures created within regulated frameworks meet U.S. ESIGN and UETA legal standards, reduce paper handling, and shorten turnaround times for approvals and contract execution.
Organizations across real estate, healthcare, finance, legal, and education use eSignatures to speed approvals, reduce paper, and meet compliance requirements.
Responsible for configuring single sign-on, enforcing MFA, and provisioning signNow accounts across the company. They manage API keys, integration points with CRM or document storage, and set retention policies to meet internal security standards.
Sets signing order, approves authentication levels, and ensures contract templates produce admissible eSignature evidence under ESIGN and UETA. Works with compliance teams to retain audit trails and manage document lifecycle rules for litigation readiness.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
Leading to faster closings and improved client satisfaction.
airSlate 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.
Resulting in better operational efficiency and audit readiness.
Create reusable templates from Acrobat PDFs with designated signature, initial, and data fields to speed repeat transactions and reduce errors for common forms.
Every signed Acrobat document includes a time-stamped audit trail recording signer IP, authentication method, and event history to support legal admissibility and internal reviews.
Send the same Acrobat document to many signers with individualized fields and track responses centrally, useful for HR enrollment or mass consents across an organization.
Use mobile apps to collect signatures offline, then sync signed Acrobat PDFs when connectivity returns, preserving timestamp and audit information for later verification.
Connect signNow to Salesforce or Microsoft Dynamics 365 to generate contracts from opportunities and automatically attach signed Acrobat PDFs to records.
Integrate with NetSuite or Oracle to include signed invoices and purchase orders in financial workflows without manual uploads or reconciliation.
Save signed Acrobat files directly to Google Drive, Box, or Egnyte for centralized backups and team access with native folder mapping.
Use conditional fields, formula fields, and calculated totals in Acrobat-derived forms to validate entries and prevent incorrect submissions before signing.
Embed signNow signing and template management into custom apps using the API for programmatic send, status checks, and document retrieval.
Collect payments during signing by adding payment request fields to Acrobat invoices or contracts when signed by the payer.
Send reminders 48 hours before expiration.
Set envelope expirations after 14 days by default.
Escalate to second signer after 3 missed reminders.
Allow a 30-day window for archived storage actions.
Email notice sent within minutes
Most documents complete within 24–72 hours
Bulk send completions may take days
Legal or finance approvals add 3–5 days
Move completed files to archive weekly
signNow supports modern browsers, dedicated mobile apps, and API access so Acrobat PDFs can be signed on most desktop and mobile platforms.
Ensure devices run current OS versions and browsers to maintain encryption standards and full editor compatibility for Acrobat document rendering.
| Setting Name | Configuration |
|---|---|
| Automatic Email Reminder Frequency | 48 hours |
| Default Envelope Expiration Period | 14 days |
| Signer Authentication Default | Email verification |
| Audit Trail Retention Policy | 7 years |
| Cloud Storage Sync Option | Google Drive |
| Plan / Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Starting Price | $8/user/mo | $8 ser/mo | $13/user/mo |
| Bulk Send | yes on premium | limited | |
| Audit Trail Included | |||
| Envelope Cap | no cap | 100 envelopes/user/year | no cap |
| $8/user/mo | $8 ser/mo | $13/user/mo | $19/user/mo | $15/user/mo | |
|---|---|---|---|---|---|
| Free Trial | 7-day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Available on Premium | Limited | Available | Available | Available |
| Audit Trail | Yes, full audit | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes, BAA required | Yes, BAA required | Yes, BAA required | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | No envelope cap | No envelope cap | No envelope cap |