CRM Integrations
Pre-fill documents from Salesforce, NetSuite, or Dynamics to reduce manual entry and keep records in sync across systems.
Use signNow to replace in-person paper signing, reduce turnaround time, and centralize signed records. Use signNow when closing remote sales contracts or collecting employee onboarding signatures at scale.
Small business owners, HR teams, legal departments, and field sales often need quick, secure signing that works on Ubuntu desktops and laptops.
Responsible for provisioning single sign-on and API keys for integrations, ensuring platform access for Ubuntu users and enforcing security policies across teams.
Manages onboarding packets, creates reusable templates for offer letters, and sends bulk signature requests while tracking completion and retaining signed documents.
Brian Fitzgibbons needed a simple signing interface for customers and staff
Resulting in faster closings and improved customer experience across devices.
Kodi-Marie Evans required a flexible solution tied to NetSuite for role-based document routing
Leading to consistent compliance and faster internal processing times.
Create reusable templates for frequently used agreements, pre-fill fields, and save consistent workflows so teams reduce repetitive setup and errors across transactions.
Send the same document to many recipients with individualized signing links and tracking to speed mass acknowledgements or policy confirmations efficiently.
Automatically capture signer IPs, timestamps, and field-level changes to maintain a detailed compliance record for each executed document.
Sign and complete documents from Android or iOS devices using the mobile app, enabling field agents and remote workers to finish agreements quickly.
30 days default, adjustable per document.
Send reminders every 3 to 7 days.
Expect signer action within 48–72 hours.
Archive after contract termination or renewal.
Configure account, SSO, and security settings.
Build reusable templates and role assignments.
Run pilot with key users and adjust settings.
Open to organization and enable integrations.
Review logs, retention, and compliance posture.
Pre-fill documents from Salesforce, NetSuite, or Dynamics to reduce manual entry and keep records in sync across systems.
Programmatic document creation and signature flows to automate complex enterprise processes and integrate with custom Ubuntu-based tools.
SAML-based single sign-on for centralized identity management and simplified user access control across the organization.
Show or hide fields based on prior inputs to streamline forms and reduce signer confusion during completion.
Collect payments during signing in workflows that require fees or deposits, reducing reconciliation time.
Enable on shared devices for on-site signing while enforcing a consistent signing flow and data capture.
Define scope and select pilot users.
Create admin accounts and configure SSO.
Convert common documents into templates.
Connect CRM, storage, and ERP systems.
Run sign and collect feedback from users.
Deliver role-based training for end users.
Enable platform for all business units.
Audit use, performance, and compliance.
signNow runs in modern web browsers on Ubuntu and requires no special desktop application for most signing tasks.
For advanced uses like SSO, API integration, or large-scale deployments, follow admin setup guides and confirm network and security configurations before rolling the platform out enterprise-wide.
| Setting Name | Configuration |
|---|---|
| Signer Order | Sequential or parallel |
| Authentication Method | Email or SMS |
| Reminder Frequency | 72 hours |
| Document Retention | 7 years |
| API Key Access | Restricted |
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Starting Price | $8/user/mo | $8/user/mo | $13/user/mo |
| Bulk Send | |||
| Envelope Cap | no cap | 100 envelopes/year | no cap |
| Advanced Authentication |
| $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 | Yes, on Premium plan | Available on higher 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 | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | No envelope cap | No envelope cap | No envelope cap |