Authentication
Multiple signer verification methods including SMS, email, and third-party identity providers configurable per workflow and transaction risk level.
Choose the solution that matches your priority: dedicated eSignature controls and compliance features, or broader CRM functionality with integrated signing capabilities.
Manages policy, audits, and legal requirements for electronic signatures. Responsible for ensuring ESIGN and UETA alignment, documenting retention policies, and overseeing BAA or data processing agreements when handling protected health or student records.
Designs and maintains signing workflows embedded in sales processes. Works with CRM administrators to populate templates, route documents for signature, and verify that identity checks and reminders align with internal SLAs.
Selecting between signNow and Apptivo often depends on the balance of signing control versus broader CRM capabilities.
Multiple signer verification methods including SMS, email, and third-party identity providers configurable per workflow and transaction risk level.
Template library with merge fields, conditional fields, and reusable signing layouts to accelerate document creation and reduce human error.
Ability to send a single document to many recipients with individualized fields and tracking for mass notifications or enrollment communications.
Detailed event history capturing timestamps, IP addresses, and signer actions for evidentiary support of executed agreements.
Workflow rules, reminders, and status triggers that move documents through stages and notify stakeholders based on outcomes.
Role-based permissions, account activity monitoring, and centralized billing for governance and compliance oversight.
Reusable templates with merge fields streamline repetitive documents and reduce data entry errors by auto-populating names, dates, and contract terms from CRM records into signable PDFs.
REST APIs enable embedding signing flows into custom apps and CRM screens so documents can be generated, sent, and tracked without leaving the CRM user interface.
Signed documents and status updates can be synchronized back to CRM records to maintain a single source of truth for contracts and approvals.
Support for email verification, SMS codes, and third-party identity providers helps tailor signer authentication to transaction risk.
| Workflow Setting Name and Description Header | Default Configuration |
|---|---|
| Reminder Frequency for Sign Requests | 48 hours |
| Signer Authentication Requirement Level | Email plus SMS |
| Document Retention and Archival Policy | 7 years encrypted storage |
| Automatic CRM Record Linking Rule | Map by record ID |
| Notification and Audit Logging Policy | Immediate event capture |
Ensure device compatibility for signers and administrators by confirming browser and mobile app requirements before deployment.
Verify that authentication flows, file previews, and camera-based ID checks function reliably across targeted devices to avoid signing interruptions.
A regional clinic digitized patient intake forms and required enforceable audit records
Resulting in consistent intake processing, auditable consent, and reduced paper handling while maintaining HIPAA considerations.
A mid-market sales team embedded signature steps into CRM deal stages
Leading to faster close cycles, fewer manual handoffs, and clearer version control across sales and legal teams.
| Feature | signNow (Recommended) | Apptivo | |
|---|---|---|---|
| Qualified eIDAS eSignature support | Partial | Requires third-party | Limited |
| ESIGN and UETA validity in U.S. | |||
| HIPAA readiness options | Available | Limited | |
| Native CRM document workflow | Integrates easily | Built-in CRM |
2–3 weeks for requirements and vendor selection
2–4 weeks to test core integrations
1–3 weeks to develop templates
2–4 weeks with select users
1–2 weeks for organization-wide rollout
4–8 weeks to assess metrics
Adjust retention and access rules
Quarterly audits and updates
Archive final signed PDF and audit logs immediately
Keep active documents readily accessible for 90 days
Retain governed documents for 7 years or per regulation
Test backups quarterly for data integrity
Securely delete per retention schedule and policy
| Feature | signNow (Recommended) | Apptivo | Pricing model | Typical buyer | Plan | signNow Business, Business Premium, Enterprise | Apptivo Starter, Premium, Ultimate | Subscription per user or account | Small to mid-market sales teams |
|---|---|---|---|---|---|
| Entry-level tier | Business | signNow Business plan | Apptivo Starter plan | Basic eSignature and templates | Individuals and small teams |
| Mid-tier offering | Business Premium | signNow Business Premium | Apptivo Premium | More automation and integrations | Growing teams needing workflows |
| Enterprise tier | Enterprise | signNow Enterprise plan | Apptivo Ultimate | Advanced security and controls | Large organizations with compliance needs |
| Authentication and security add-ons | Security options | Advanced auth, SSO, and BAAs | SSO and app-level controls | Add-on fees or included | Regulated industries |
| Support and SLA | Support | Priority support on higher tiers | Tiered support options | Business hours to 24/7 options | Enterprises requiring SLAs |