Selecting a platform with documented SOC 2 Type II controls affects regulatory risk, procurement requirements, and third-party assessments, especially for organizations handling protected or regulated information.
Responsible for configuring account-level security, enforcing role-based access, and managing integrations with CRM systems. This role reviews SOC 2 Type II reports and coordinates with internal compliance teams to map vendor controls to company policies. The administrator also maintains template libraries, manages user provisioning, and monitors audit logs for unusual activity.
Manages CRM user roles, data segmentation, and integration endpoints for sales workflows. This role assesses whether Close CRM’s native features meet business process needs or whether third-party eSignature tools must be integrated. The administrator works with security teams to ensure API keys and webhooks follow internal controls and least-privilege practices.
Procurement, security, and legal teams weigh security attestations and integration fit before approving new vendor relationships.
Final reviewers often coordinate evidence from both vendors to satisfy internal auditors and meet contractual obligations.
An up-to-date SOC 2 Type II attestation shows sustained operational control effectiveness and provides auditors with a formal assessment of security processes over time.
A detailed audit trail records every signing event, including timestamps, IP addresses, authentication steps, and document versions to support legal defensibility and internal audits.
Native or API-based integration with CRM systems allows signed documents and metadata to be associated with contacts and deals, reducing manual transfers and preservation errors.
Granular role-based controls and user provisioning help limit access to sensitive documents and ensure separation of duties in signing and review workflows.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signing Order | Sequential |
| Retention Period | 7 years |
| Audit Log Level | Detailed |
| Webhook Delivery | HTTPS only |
Confirm supported platforms, browser requirements, and minimum OS versions to maintain security and compatibility during signing workflows.
Verify device and browser update policies, enable secure transport (TLS), and enforce authenticated API access; these measures reduce compatibility issues and help preserve the integrity of audit evidence across devices.
A mid-size clinic needed secure patient consent forms and HIPAA alignment
Resulting in improved evidence for HIPAA controls and streamlined administrative workflows.
A consulting firm required documented internal controls and customer contract signing
Leading to clearer audit evidence and reduced administrative reconciliation.
| Feature | signNow (Recommended) | Close CRM | DocuSign |
|---|---|---|---|
| Native eSignature | |||
| API for eSignatures | Partial | ||
| SOC 2 Type II attestation | |||
| Direct CRM integration | Native CRM |
| Plan | signNow (Recommended) | Close CRM | DocuSign | Adobe Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting price | $8/user/month | $29/user/month | $10/user/month | $14.99/user/month | $19/user/month |
| Free trial available | Yes | Yes | Yes | Yes | Yes |
| Per-user licensing model | Yes | Yes | Yes | Yes | Yes |
| Enterprise plans | Yes | Yes | Yes | Yes | Yes |
| SOC 2 Type II included | Yes | No | Yes | Yes | Yes |
