CRM integrations
Connect signNow to Salesforce or Microsoft Dynamics 365 to trigger signature workflows from records and store signed Word documents directly in the CRM for easy retrieval and auditing.
Editing signatures ensures accuracy, maintains legal intent, and prevents rejected or delayed transactions; it reduces paper handling and clarifies who signed and when under ESIGN and UETA compliance.
Legal, HR, sales, and real estate teams regularly update signature fields in Word to keep agreements accurate and compliant.
As an operations leader, Brian coordinates contract executions across remote teams and expects a simple workflow for uploading Word files, replacing signature fields, and tracking completion without manual scanning or in-person signatures.
Kodi-Marie manages NetSuite integrations and needs an editor that preserves Word formatting while allowing programmatic signature placement, ensuring signed documents move automatically into existing ERP records.
Optica uploaded Word contracts to signNow to replace scanned signatures with fielded eSignatures and automated reminders
Resulting in faster closings and clearer audit records.
Xerox integrated signNow with NetSuite to programmatically place signatures in Word invoices and contracts
Leading to consistent records and reduced manual data entry.
A visual editor that preserves Word layout while allowing you to add, move, or remove signature and data fields so the document remains readable and ready for signing without altering content structure.
A straightforward fill-and-sign feature supports adding handwritten-style signatures or certified eSignatures directly in the Word document after it is uploaded to signNow, maintaining legal validity under ESIGN and UETA.
Save frequently used Word documents as templates with pre-placed fields to streamline future edits and signature requests, reducing preparation time for repeat agreements and onboarding packets.
Mobile and offline tools allow signers to complete signature actions even without continuous connectivity, syncing back securely when a connection is reestablished to preserve the audit trail.
7 to 14 days is common.
24 to 72 hours for urgent deals.
Send reminders every 48 hours until signed.
Enable expiry to close unsigned requests after set time.
Connect signNow to Salesforce or Microsoft Dynamics 365 to trigger signature workflows from records and store signed Word documents directly in the CRM for easy retrieval and auditing.
Integrate with NetSuite or Oracle to automate contract creation, place signature fields programmatically, and attach completed Word documents to financial or order records for compliance and reporting.
Sync with Google Drive, Box, or Egnyte so edited Word files and their audit trails are saved to centralized repositories with existing retention policies and access controls.
Use signNow's API to upload Word files, place or remove fields, and send signature requests programmatically, supporting high-volume editing and signing operations without manual steps.
Integrate with Procore or team collaboration platforms to manage construction or project documents, enabling on-site editing and signature capture for Word-based contracts and change orders.
Leverage AWS or Google Cloud hosting patterns for enterprise deployments, ensuring availability and scalability for heavy Word document processing and signing.
Access signNow for editing and signing Word documents via web browsers, native mobile apps, or the API depending on your workflow and device.
For best results edit Word files in the web editor or through API calls; mobile apps support editing and offline signing with later sync to cloud storage.
| Feature | Configuration |
|---|---|
| Signer Authentication | Email + 2FA |
| Reminder Frequency | 48 hours |
| Document Storage | Cloud repo |
| Audit Trail | Enabled |
| Retention Policy | 7 years |
| Plan / Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Bulk send availability | yes, premium | ||
| API access | full api | full api | full api |
| Advanced auth options | email, sms, 2fa | email, sms | email, sms |
| Envelope cap | no cap | 100/yr/user | varies by plan |
| $8/user/mo | $8/user/mo | $13/user/mo | $19/user/mo | $15/user/mo | |
|---|---|---|---|---|---|
| Free Trial | 7-day free trial | Trial avail. | Trial avail. | Trial avail. | Trial avail. |
| Bulk Send | Available on premium | Available | Available | Available | Available |
| Audit Trail | Yes, built-in | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes, BAA req. | BAA on plans | BAA on plans | BAA on plans | BAA on plans |
| Envelope Cap | No envelope cap | 100 envelopes/year | Varies by plan | Varies by plan | Varies by plan |