Integrations
Connect signNow to Salesforce, NetSuite, Google Workspace, Box, and other systems to trigger signing and save completed PDFs automatically.
Use signNow to reduce turnaround time, eliminate paper handling, and centralize signed records for compliance. It supports remote transactions, HIPAA workflows with a BAA, and scaleable sending for teams across sales, HR, and legal functions.
Individuals and teams in sales, legal, education, and government also rely on eSign workflows to cut processing time and reduce risk.
IT administrators configure SSO, API access, and security policies for signNow, manage user provisioning, and enforce retention and audit settings to meet enterprise compliance requirements.
Business users create templates, place signature fields, and send documents for signature; they rely on bulk send, reminders, and templates to streamline recurring workflows.
Optica Ventures adopted signNow for customer-facing contracts to reduce friction and make signing easier for customers.
Leading to faster closings and improved signature completion rates for sales teams.
Xerox integrated signNow with NetSuite to automate signature requests for sales orders and contracts.
Resulting in more efficient revenue recognition and fewer manual reconciliation tasks.
Create reusable PDF templates with pre-placed signature and data fields to speed repeated transactions and reduce placement errors.
Every signed PDF includes a timestamped audit trail capturing IP addresses, signer emails, and event logs for legal and compliance needs.
Send the same PDF to many recipients using bulk send on qualifying plans to collect multiple signatures efficiently without manual repetition.
Mobile apps support offline form filling and signing, syncing completed PDFs when the device regains network access.
Request signatures at final negotiation stage to lock terms and start performance obligations.
Collect employment forms before first workday to ensure compliance and payroll setup.
Send approval forms when deliverables are accepted to authorize billing or further work.
Obtain signatures before filing deadlines to meet statutory submission requirements.
Standard reminder cadence is 7–14 days aimed at accelerating completion.
Send automatic reminders at 48 hours, 5 days, and 10 days if unsigned.
Retain executed PDFs according to policy, often 3–7 years for business records.
Keep audit logs for the full retention period to support investigations.
Align signature requests to legal filing deadlines as required by regulation.
Connect signNow to Salesforce, NetSuite, Google Workspace, Box, and other systems to trigger signing and save completed PDFs automatically.
Use signNow's API to programmatically upload PDFs, place fields, and send signature requests from custom applications.
Show or hide fields based on input values to simplify complex forms and reduce signer errors during completion.
Accept payments on signed PDFs using integrated payment options available on higher-tier plans for transaction-based documents.
Enable single sign-on to centralize user authentication and streamline access controls across an organization.
Allow on-site signing on shared devices while retaining audit trail and signer verification controls.
Upload, place fields, and set signer roles before sending.
Send signature request with personalized message and deadlines.
Automatic reminders increase visibility for pending signers.
Escalate to alternative contacts or follow-up calls as needed.
Finalize signatures or cancel and reissue updated documents.
Move executed PDF and audit trail to long-term storage.
Quarterly checks ensure retention policies are followed.
Produce documents and audit logs when required.
For best results use the latest browser version, keep mobile apps updated, and follow API rate and authentication guidance for programmatic PDF uploads and field placement.
| Setting Name | Default Configuration |
|---|---|
| Authentication Method | Email + SMS verification |
| Reminder Frequency | 48 hours |
| Signing Order | Sequential |
| Audit Trail | Enabled |
| Retention Period | 7 years |
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Bulk Send | yes, premium plan | yes, select plans | yes, enterprise |
| Audit Trail | full audit trail | full audit trail | full audit trail |
| Advanced Auth | sms and kba | sms and kba | sms and kba |
| Envelope Limits | no envelope cap | 100 envelopes/year | varies by plan |
| Starting at $8/user/mo, billed annually | Starting at $8/user/mo, billed annually | Starting at $13/user/mo, billed annually | Starting at $19/user/mo, billed annually | Starting at $15/user/mo, billed annually | |
|---|---|---|---|---|---|
| Free Trial | 7-day free trial, no credit card required | Free trial available; check vendor terms | Free trial available; check vendor terms | Free trial available; check vendor terms | Free trial available; check vendor terms |
| Bulk Send | Bulk send on Business Premium plan | Bulk send available on select plans | Bulk send available on enterprise plans | Bulk send available on higher plans | Bulk send varies by customer plan |
| Audit Trail | Audit trail with timestamps and IP addresses | Comprehensive audit trail and timestamps | Audit trail and signer metadata available | Audit trail included with signed documents | Audit trail included with signing records |
| HIPAA Compliant | Yes, HIPAA compliant with BAA required | Yes, BAA required for HIPAA | Varies; BAA may be available | Varies; check vendor for BAA | Varies; contact HelloSign for BAA |
| Envelope Cap | No envelope cap, unlimited envelopes | 100 envelopes per user per year | Varies by plan and account type | Varies by plan and account limits | Varies by plan and account limits |