CRM Integrations
Salesforce and Microsoft Dynamics 365 integration to auto-populate Word agreements and trigger send-for-signature workflows from opportunity records.
For Word-specific workflows, upload .docx files directly or use integrations with Google Drive, Microsoft 365, or NetSuite to open and send documents without manual downloads.
Electronic signatures speed approvals, reduce paper handling, and create verifiable evidence of intent under U.S. law. Use signNow when closing remote sales contracts or collecting employee onboarding signatures at scale.
Many teams and industries use Word-to-eSign workflows to speed approvals, avoid printing, and keep secure records.
As COO of a small investment firm, Brian uses signNow to route subscription documents and investor agreements. He values a simple interface so clients can sign quickly without onboarding or technical support calls.
As Director of NetSuite Operations at Xerox, Kodi-Marie integrates signNow into ERP workflows to automate signature collection on vendor contracts and procurement documents, reducing manual effort and improving audit readiness.
Optica Ventures replaced paper subscription forms with signNow workflows to reduce processing time and phone support
Resulting in faster closings and happier investors.
Xerox integrated signNow with NetSuite to auto-generate agreements and send them for signature
Leading to improved internal controls and faster vendor onboarding.
Add text, date, checkbox, and signature fields to a Word document so recipients can complete required information online without downloading or editing the original file.
Configure email, access code, or two-factor authentication to confirm signer identity before permitting access to the Word-based signing session.
Send identical Word agreements to many recipients at once using bulk send features, with individual tracking and separate audit records for each signer.
Every signed Word document includes an immutable audit trail that logs time stamps, IP addresses, and signer actions for legal and compliance needs.
Salesforce and Microsoft Dynamics 365 integration to auto-populate Word agreements and trigger send-for-signature workflows from opportunity records.
NetSuite and Oracle connections enable contract generation from procurement systems and automatic attachment of signed documents to vendor records.
Google Drive, Box, and Google Workspace sync so Word files are stored and routed without manual downloads or re-uploads.
Procore and construction integrations let field teams sign Word-based bids or change orders on mobile devices at job sites.
RESTful API for generating, sending, and retrieving signed Word documents programmatically within custom applications.
Microsoft Teams integration enables document sharing and signature requests from inside collaboration channels.
| Setting Name | Default Configuration |
|---|---|
| Signer Order | Sequential |
| Reminder Frequency | 48 hours |
| Expiration Window | 14 days |
| Authentication Method | Email + Access Code |
| Document Retention | 90 days |
| Capability / Product | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Electronic signatures | |||
| API access | full api | tiered api | enterprise api |
| Bulk send | included | add-on | add-on |
| Envelope caps | no cap | 100 envelopes/year | varies by plan |
| 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, no CC | Free trial avail. | Free trial avail. | Free trial avail. | Free trial avail. |
| Bulk Send | Yes, on Business Premium | Add-on for plan | Add-on or higher | Included | Included |
| Audit Trail | Yes, full audit trail | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes, BAA required | Yes, BAA required | Yes, BAA required | No | Yes, BAA required |
| Envelope Cap | No cap | 100 envelopes/year | Varies by plan | Varies by plan | Varies by plan |