Bulk Send
Send identical proposals to many recipients at once with individualized fields and tracking for each signer to accelerate large outreach or recurring contract renewals.
A tailored eSign proposal template ensures consistency, speeds approvals, and reduces administrative overhead while maintaining a clear record of scope, pricing, and signer intent for legal and accounting needs.
A producer customizes pricing, deliverables, and timelines in the template, coordinates internal approvals, and ensures attachments and release forms are included before sending for signature. They often manage version control and confirm funds or deposits are recorded.
The client contact reviews line items, confirms scope and edits, and provides the electronic signature. Their interaction is typically single-step: review, sign, and return, while receiving a signed copy for accounting and records.
Video producers, account executives, and legal reviewers commonly rely on customized templates to standardize proposals and approvals.
These templates reduce administrative friction and provide a clear, auditable path from proposal issuance to signed agreement.
Send identical proposals to many recipients at once with individualized fields and tracking for each signer to accelerate large outreach or recurring contract renewals.
Shared templates with role-based editing and approval workflows let teams maintain consistent language while providing local customization where appropriate for specific clients.
Show or hide sections and pricing options based on user selections to keep proposals concise and relevant for each client scenario.
Record every event—view, initial, sign, download—to preserve a complete, tamper-evident history for compliance and dispute resolution.
Support for email, SMS, knowledge-based questions, and SAML/SSO for stronger signer verification where required.
APIs allow automated template generation, embedded signing, and webhook notifications to integrate proposal activity with internal systems.
Editable sections, conditional clauses, and pricing tables let producers create proposal variants for different project types while preserving mandatory legal language and ensuring consistent formatting across client deliveries.
Configurable signature, initials, and date fields support signer sequencing and required field checks so agreements are complete and enforceable before they are finalized and recorded.
Integration with Google Docs, CRM systems, and cloud storage allows templates and signed proposals to sync automatically with client records and project folders for streamlined handoffs to production and accounting.
Responsive templates and signing flows enable clients and stakeholders to review and sign on phones or tablets without losing document fidelity or signature validity.
| Setting | Configuration |
|---|---|
| Reminder Frequency for Signer Notifications | 48 hours after send |
| Proposal Expiration and Auto-Archive Interval | 30 days then archive |
| Default Authentication Method for External Signers | Email with optional SMS |
| Post-Signature Storage Location and Tagging | Project folder with tags |
| Webhook Endpoint for Signed Document Events | Project management webhook |
A full-service production house standardized its proposal layout to include scope, milestones, and usage rights, then added conditional pricing for location fees
Resulting in faster client approvals, fewer administrative errors, and consistent contract documentation for billing and rights management.
An academic media lab created a template with release forms and student contributor waivers to capture permissions and grant terms
Leading to auditable records for compliance, simplified reporting, and reliable proof of participant consent.
| Criteria and Vendor Feature Comparison | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Embedded Signing Support | |||
| Bulk Send | |||
| Audit Trail Detail | Comprehensive | Comprehensive | Comprehensive |
| HIPAA Support |
Day 0: Send proposal to client.
Day 3: Automated reminder if unsigned.
Day 7: Escalation to account lead.
Day 30: Proposal expires if not signed.
Retain in active storage for project duration plus one year.
Move executed agreements to long-term archival storage for seven years.
Keep signed invoices and payment agreements for seven years.
Provide copies on request and log distribution dates.
Purge expired drafts after retention period ends.
| Plan and Vendor Pricing Matrix | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | OneSpan Sign |
|---|---|---|---|---|---|
| Starting Price Monthly | $8 per user | $10 per user | $9.99 per user | $15 per user | $20 per user |
| Multi-user Included | Yes | Yes | Yes | Yes | Yes |
| API Access Available | Yes | Yes | Yes | Yes | Yes |
| Enterprise Feature Set | SSO, admin controls | SSO, admin controls | SSO, admin controls | SSO, admin controls | SSO, advanced security |
| Free Trial Availability | Free trial | Free trial | Free trial | Free trial | Free trial |
Create, execute, and manage workflows of any complexity, electronically from virtually anywhere. Scalable eSignature capabilities allow you to share documents with the right people in the correct order and define roles for each recipient. Execute document workflows faster and easier than ever before.
Optimize complex signing processes with airSlate SignNow’s powerful features to enhance your business. Control your automated eSignature workflows to ensure they're running at peak performance with instant notifications and reminders.
Bring teams together in a secure, shared environment. Manage documents, use form templates and notifications to create more efficient cross-organization collaboration. Free your employees from having to spend time on repetitive activities so that they can focus on valuable, business-critical tasks.
Run your projects with industry-leading integration. Collect Salesforce, Microsoft Teams, and SharePoint all in one business flow. Connect your software to a single system for endless possibilities and more performance.
Feel confident with the knowledge that your data is protected by the latest in encryption security. airSlate SignNow is GDPR and eIDAS certified and provides you transparence into your signing process with court-admissible audit trails. Configure user access permissions and rights to regulate who has access to what.