<h3>What is airSlate SignNow eSignature?</h3>

airSlate SignNow is an exclusive platform trusted by millions of users for signing and handling documents. The tool lets users turn their files into fillable templates with various fields, sign them with fewer steps, gather legally-binding eSignatures from others, and efficiently collaborate on documentation with teams and other business contacts.

<h3>Are there any CRM features in airSlate SignNow?</h3>

airSlate SignNow constantly moves further and enhances functionality to provide users with their best experience. Along with common eSigning options, it also offers new Planning CRM features. You can generate and manage contact cards for people and organizations you deal with to simply share paperwork with them and monitor document transactions for every contact.

<h3>What is the benefit of using the Planning CRM function?</h3>

The paramount goal of employing Planning CRM features into airSlate SignNow functionality is to make it straightforward for users to share, track, and arrange their business documents related to the people with which they dealt. This new functionality will improve your experience with business partners and customers, help you better collaborate on your paperwork, and take your document workflows to a new level.

<h3>How much does the airSlate SignNow Planning CRM tool cost?</h3>

airSlate SignNow has a flexible pricing policy, offering subscription plans for users with different demands. You can examine available options here and test our platform’s advanced capabilities and the Planning CRM tool during your 7-day free trial.

<h3>Are eSignatures legally binding?</h3>

In accordance with the ESIGN and UETA Acts, eSignatures are considered legally binding and equally as valid as handwritten ones if they fulfill the following requirements: All parties intend to sign the paperwork and consent to do so in electronic format. The eSignatures are linked to the signers and the record they want to improve. All parties have access to the accomplished document record. airSlate SignNow complies with industry-leading standards, so paperwork eSigned with our solution is legally binding and court-admissable.

<h3>Is airSlate SignNow Planning CRM tool secure?</h3>

airSlate SignNow is a trustworthy online solution with bank-level security and data protection. It complies with all key industry regulations, including such acts and standards as ESIGN, UETA, CCPA, GDPR, HIPAA, SOC 2 Type II, 21 CFR Part 11, and PCI DSS certifications. You can find additional information about these and our platform’s other extra safety guarantees here .

CRM for Planning: Try a Brand New CRM

airSlate SignNow CRM helps you centralize, optimize and streamline your contact and document management. Upgrade your customer relationship workflows.

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Award-winning eSignature solution

Move your business forward with the airSlate SignNow eSignature solution

Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.

Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.

Organize multiple documents in groups and automatically route them for recipients in a role-based order.

Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.

Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.

Create teams within airSlate SignNow to securely collaborate on documents and templates. Send the approved version to every signer.

See airSlate SignNow eSignatures in action

Create secure and intuitive eSignature workflows on any device, track the status of documents right in your account, build online fillable forms – all within a single solution.

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in action. Open a sample document to add a signature, date, text, upload attachments, and test other useful functionality.

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airSlate SignNow solutions for better efficiency

Keep contracts protected

Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to crm for planning.

Stay mobile while eSigning

Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and crm for planning later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate airSlate SignNow into your business applications to quickly crm for planning without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.

Generate fillable forms with smart fields

Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.

Close deals and get paid promptly

Collect documents from clients and partners in minutes instead of weeks. Ask your signers to crm for planning and include a charge request field to your sample to automatically collect payments during the contract signing.

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Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.

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Samantha Jo

Enterprise Client Partner at Yelp

airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.

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Megan Bond

Digital marketing management at Electrolux

This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.

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How to utilize airSlate SignNow’s Planning CRM tools for greater outcomes

Preparing documentation precisely and quickly affects your business’s effectiveness, especially when making deals with many partners and clients within a business cycle. The extensive Planning CRM tools from airSlate SignNow will assist you to take better control over your document workflows. Handle your company networking, monitor all forms you’ve exchanged with them, and organize your paperwork in the best possible way.

Take the steps below to start benefiting from our Planning CRM tools:

Register for an account with a free trial, or sign in if you already have one.
Add profile details and make any required configurations.
Add and manage your primary business contacts to create a database.
Import a template from your device, the cloud, or airSlate SignNow’s catalog.
Open the form in the editor and adjust it with different fillable areas.
Add Signature fields and assign them to each party.
Send your document via email or a signing link and promptly get it completed.
Check form transactions with any contact through their personal card.
Locate auto-genereted cards for new contacts with which you first exchanged templates.
Systemize your paperwork in the database associated with each individual and organization.

airSlate SignNow brings the best eSigning workflows and database practices into one place to help you run your organization more efficiently. Try our platform’s database features today to ensure a future of improved outcomes!

How it works

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airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

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Generate templates of your most used documents for signing and completion.

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Create a signing link

Share a document via a link without the need to add recipient emails.

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Assign roles to signers

Organize complex signing workflows by adding multiple signers and assigning roles.

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Create a document template

Create teams to collaborate on documents and templates in real time.

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Add Signature fields

Get accurate signatures exactly where you need them using signature fields.

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Archive documents in bulk

Save time by archiving multiple documents at once.

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Connect airSlate SignNow to your apps

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Data accuracy, security, and compliance

airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific

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FAQs

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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What active users are saying — crm for planning

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

This service is really great! It has helped...

5

anonymous

This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using airSlate SignNow for years (since it...

5

Susan S

I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate...

5

Liam R

Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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