Best eSignature API for Salesforce and HubSpot

Award-winning eSignature solution

What this Salesforce and HubSpot API does

The best eSignature API for Salesforce and HubSpot lets teams send, sign, and track documents inside their CRM workflows without moving data between systems. It connects contract, approval, and onboarding steps to a signing process that records signer identity, timestamps, and document activity. In practice, a user creates or selects a document in Salesforce or HubSpot, sends it through signNow, and receives the signed file and audit trail back in the record for storage and follow-up.

Why it matters for U.S. teams

It reduces manual handoffs, shortens turnaround time, and supports enforceability under ESIGN and UETA when consent, intent, and record retention are handled properly.

Why teams look for DocuSign alternatives

Common implementation pain points

Duplicate data entry between Salesforce, HubSpot, and document tools creates version mismatches and slows approvals.
Missing consent records can weaken proof that the signer agreed to electronic delivery and signing.
Weak authentication can make it harder to attribute a signature to the correct person.
Poor CRM mapping can leave signed files outside the right deal, contact, or account record.

Sales operations

Sales teams use it for quotes, order forms, and renewal agreements tied to pipeline stages.

Revenue operations

Revenue operations teams use it for approval workflows, customer onboarding, and signed record storage.

Typical users and roles

A revenue operations lead at a software company uses signNow to keep Salesforce opportunities, approvals, and signed contracts aligned. The workflow reduces status chasing, preserves audit evidence, and helps teams move from quote to close without rekeying document data across systems.
A customer onboarding manager at a financial services firm uses signNow with HubSpot to send account forms, disclosures, and consent documents. The role benefits from faster turnaround, clearer signer tracking, and a cleaner record of completed paperwork for internal review.

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Best ROI. Our customers achieve an average 7x ROI within the first six months.
Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
Intuitive UI and API. Sign and send documents from your apps in minutes.

CRM sync

Connects CRM records to signing flows so documents move from opportunity or contact data into signature requests with less manual work.

Audit trail

Keeps signer activity, timestamps, and document history attached to the transaction for review and recordkeeping.

Templates

Supports reusable templates for recurring agreements, intake forms, and approvals that need the same fields each time.

Device access

Lets teams send documents from mobile or desktop without changing the core signing process.

Status updates

Reduces back-and-forth by routing signed files and status updates into the connected CRM record.

Controlled access

Supports controlled access and compliance-oriented workflows for regulated or sensitive documents.

Integration options that fit CRM workflows

Connected systems move signed documents, status updates, and supporting files into the tools teams already use for sales, operations, and storage.

How the workflow moves

The process starts in the CRM, moves through signNow for signature, and ends with the completed record stored back in context.

Connect CRM: Connect Salesforce or HubSpot to signNow.
Map data: Map fields and document roles.
Send request: Send the document for signature.
Save results: Store the signed file and audit trail.

Quick setup steps

Use a short setup path to move from CRM data to a signed document with minimal manual handling.

Link systems:
Connect your Salesforce or HubSpot account.
Prepare document:
Choose a template or upload a file.
Set roles:
Assign fields and signer roles.
Track signing:
Send the request and monitor status.

Setting	Recommendation
Authentication method	SMS OTP for higher assurance
Signature type	SES for routine contracts
Audit trail	Enable full time-stamped logs
Document retention	6 years for HIPAA records
Encryption	TLS 1.2/1.3 and AES-256

Platform and device support

The signing flow works across modern browsers and mobile devices, with secure transport and mobile access for field and office users alike.

Desktop browsers Chrome, Firefox, Edge, and Safari.
Operating systems Windows 11, macOS, iOS, Android.
Mobile devices iPhone, iPad, and Android phones.

For enterprise deployments, managed devices, SSO, and controlled API access help keep Salesforce and HubSpot workflows aligned with internal policy. Mobile signing is supported on iOS and Android, while desktop users can work in Chrome, Firefox, Safari, or Edge.

Security and compliance snapshot

Encryption:

TLS 1.2/1.3 in transit

Storage protection:

AES-256 at rest

SOC 2 Type II:

SOC 2 Type II available

ISO 27001:

ISO 27001 certified

HIPAA:

HIPAA support with BAA

Compliance:

eIDAS and ESIGN support

Software revenue team

A software revenue team needed faster contract turnaround across CRM records and signing steps.

Tech Data used signNow to improve speed to revenue.
The team kept customer service and internal workflows aligned.

The workflow reduced handoffs and kept signed records tied to the right account context.

Healthcare operations

A healthcare organization needed a reliable API for patient-facing forms and signed records.

Fertility Centers of Illinois reported a strong API experience.
The team valued responsive support and simple document handling.

The process supported faster form completion while keeping records organized for internal review.

Best practices for CRM signing

A careful setup keeps the signing process consistent, easier to audit, and better aligned with CRM records and retention rules.

Prefill from CRM data

Use CRM fields to prefill signer names, company details, and document values before sending. This reduces manual entry, lowers the chance of mismatched records, and keeps the signed file aligned with the original opportunity or contact data.

Standardize document templates

Keep one template per document type, such as quote, order form, or onboarding packet. Consistent templates make approvals easier to review, simplify field mapping, and help teams maintain the same signing experience across Salesforce and HubSpot.

Restrict signer access

Limit signer access to the exact documents and fields they need. Role-based routing helps preserve document integrity, supports cleaner audit evidence, and reduces confusion when multiple people approve the same transaction.

Keep records together

Store completed files, audit trails, and related notes in the same CRM record. Centralized storage helps teams find evidence quickly, supports retention policies, and reduces the risk of losing signed documents outside the workflow.

signNow	DocuSign	Adobe Sign	PandaDoc
ESIGN and UETA	Yes	Yes	Yes
Audit trail	Audit trail	Audit trail	Audit trail
Signer authentication	SMS OTP	SMS OTP	SMS OTP
CRM integrations	Salesforce, HubSpot	Salesforce, HubSpot	Salesforce, HubSpot

Day 0:

Connect Salesforce or HubSpot and configure the first template.

Day 1:

Send the first document and confirm audit trail capture.

Week 1:

Onboard the full team and review field mapping.

HIPAA retention:

6 years from creation or last effective date, per 45 CFR 164.530(j)(2).

ESIGN consent:

Capture consent before electronic delivery and signing.

UETA evidence:

Keep attribution, timestamps, and record history together.

Free trial:

7 days, no credit card required.

Annual billing:

Business plan starts at $8/user/month.

Risks of poor setup

Weak attribution

Document may be harder to enforce.

Missing audit trail

Audit evidence may be incomplete.

No BAA

HIPAA handling may fail.

Bad field mapping

CRM record may be disputed.

Authenticate signer:

Verify signer identity and access method.

Capture timestamps:

Record UTC timestamps for each action.

Create hash:

Hash the document before signing.

Apply sealing:

Seal the file with tamper evidence.

Bind evidence:

Attach the audit trail to the record.

Retrieve export:

Export the audit trail when needed.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free trial	7-day trial	Not verified	Not verified	Not verified	Not verified
Bulk send	Business Premium	Not verified	Not verified	Not verified	Not verified
Audit trail	Included	Included	Included	Included	Included
HIPAA compliance	BAA required	BAA available	BAA available	Not verified	Not verified

FAQ and troubleshooting

These answers focus on plan limits, compliance needs, and integration issues that affect Salesforce and HubSpot signing workflows.

signNow Business starts at $8/user/mo with annual billing, and paid plans include unlimited users. If you need bulk send, Business Premium adds it, while Enterprise adds advanced signer authentication and integrations.

signNow supports ESIGN and UETA compliance, but enforceability still depends on consent, intent, and record retention. Keep the signed file, audit trail, and delivery evidence attached to the CRM record.

HIPAA use requires a BAA, plus encryption, access controls, and audit controls. signNow’s compliance profile includes HIPAA support with BAA, so healthcare workflows can keep PHI handling documented.

If a signer cannot complete authentication, review the chosen method. SMS OTP is stronger than email-only signing, and higher-assurance workflows may need ID verification or a different signer route.

If signed files do not appear in the CRM, check field mapping and integration permissions. Salesforce and HubSpot workflows depend on correct object mapping, user access, and storage settings.

For regulated records, use the audit trail and retention settings together. signNow logs signer actions, timestamps, and document history, which helps support 21 CFR Part 11, HIPAA, and internal review needs.

28M+Documents signed

13+Years in business

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