Auto-formatting
Automatically adjusts input to national format
Collecting phone numbers improves communication, enables verification methods such as SMS OTP, and supports contact requirements for compliance and customer service workflows.
Form Administrators design and place phone number fields within templates, set validation rules and conditional visibility, and ensure the field integrates with notifications and verification services.
Compliance Officers verify that phone collection meets regulatory requirements, reviews consent language, and confirms retention and access controls for phone numbers in signed records.
Organizations that need direct contact or identity verification integrate phone number fields into signing flows for clearer communications.
Properly configured phone fields reduce manual follow-up and improve the reliability of authentication and notification processes.
Automatically adjusts input to national format
Prompts user to choose country code
Checks against existing records during input
Connects to gateways for OTP delivery
Triggers events when numbers are added
Selective export of phone fields only
Input masks guide signers to enter numbers in a predefined pattern including country codes, reducing data entry errors and ensuring consistent formatting for downstream validation and storage.
Configurable validation checks enforce required length, country-specific formats, and numeric-only input to prevent invalid phone entries that could break verification or notification workflows.
Conditional logic shows the phone field only when a previous response requires it, minimizing data collection and keeping forms shorter and more relevant to each signer.
Optional SMS-based one-time passwords can be sent to the provided phone number to confirm ownership and add an authentication factor to the signing process.
| Feature | Configuration |
|---|---|
| Phone Field Input Validation Regular Expression | E.164 or region mask |
| Conditional visibility rules and triggers | Show if contact required |
| SMS OTP provider integration frequency | One-time use per session |
| Reminder and notification phone usage policy | Opt-in only |
| Audit and retention configuration for phone fields | Log access, retain 6 years |
The add phone number field works across modern web browsers and native mobile apps with responsive input controls.
Ensure browsers and apps are kept up to date to support input masks, secure transport (TLS 1.2+), and integrations like SMS gateways; test on representative devices during rollout to catch device-specific input or formatting issues.
A clinic adds a phone number field to new-patient paperwork to capture a primary contact for appointment reminders and follow-up communications
Resulting in fewer missed appointments and clearer patient outreach.
A sales team places a phone number field on onboarding contracts to obtain direct lines for account setup and support
Leading to faster onboarding and reduced fraud risk during new account creation.
| Criteria | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| Native phone field support | |||
| Input masking and formatting | |||
| Built-in SMS OTP verification | Optional add-on | Add-on available | Integration required |
| API field creation and control | REST API | REST API | REST API |
Annually review retention
2 to 7 years depending
Every 24 months recommended
30 days maximum
Minimum 6 years
| Capability | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Phone field support | Native phone field with validation options | Native phone field | Native field with formatting | Native phone field | Native phone field |
| SMS-based verification | Optional SMS verification integration available | SMS verification via add-on | SMS via third-party integration | SMS via API or integration | SMS via API integration |
| API control over fields | Comprehensive REST API for field creation and validation | Full REST API | REST API with field controls | REST API | REST API |
| Enterprise SSO and governance | SAML SSO and admin controls available | SAML SSO, advanced admin | SAML SSO and enterprise features | SAML SSO available | SAML SSO and enterprise controls |
| HIPAA and regulated deployments | HIPAA-ready configurations offered on request | HIPAA support via enterprise plans | BAA available for enterprise | HIPAA on request | HIPAA support available |
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