Role-based fields
Assign signature and data fields to specific roles to control who fills which part of a document and preserve signing order in sequential or parallel workflows.
Embedding eSignature into Microsoft apps keeps documents in their native ecosystem, shortens approval cycles, and reduces errors while supporting compliant, auditable signing processes within familiar tools.
A contracts manager uses signNow inside Outlook and SharePoint to prepare and route agreements, apply signature roles, and capture an audit trail. They rely on template reuse, automated reminders, and centralized storage in OneDrive for consistent contract management and compliance oversight.
An HR administrator sends offer letters and policy acknowledgements from within Microsoft 365, using signNow to track signatures, apply authentication, and store signed records in a secure SharePoint library to meet retention and privacy policies.
Microsoft-centric teams use integrated eSignature to keep work inside familiar apps and preserve document context.
Integration reduces app switching for common workflows while improving traceability and role-based access within Microsoft environments.
Assign signature and data fields to specific roles to control who fills which part of a document and preserve signing order in sequential or parallel workflows.
Show or hide form fields based on prior responses, reducing signer confusion and ensuring only relevant fields are presented during Microsoft-hosted workflows.
Combine data from Microsoft lists or CRM records with templates to auto-populate documents before sending for signature, reducing manual data entry.
Use signNow APIs to trigger signature requests from Microsoft Power Automate, custom apps, or backend systems for hands-free document processing.
Export verifiable audit logs and signed PDFs for legal archives or eDiscovery procedures tied to Microsoft retention policies.
Perform mass sends, bulk reminders, and batch downloads to handle large signature volumes efficiently from Microsoft-connected storage.
signNow provides Outlook and Teams add-ins plus OneDrive and SharePoint connectors so users can send and track signature requests directly from Microsoft apps while keeping documents and audit trails in-place within the Microsoft environment.
Bulk Send lets you distribute the same document to many recipients from within Microsoft 365, automating delivery and tracking while preserving individual signature records and timestamps for each signer.
Support for email, SMS, and SAML-based Single Sign-On allows organizations to require stronger signer verification tied to Microsoft identities or external phone-based checks for higher-assurance transactions.
Reusable signNow templates streamline repeatable Microsoft-based workflows such as NDAs and invoices, enabling consistent field placement, role definitions, and automatic storage back to SharePoint or OneDrive.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signing Order | Sequential |
| Authentication Method | Email or SMS |
| Storage Location | SharePoint library |
| Retention Period | 7 years |
signNow supports desktop and mobile use within Microsoft 365, offering add-ins and connectors for common environments.
Ensure browsers are up to date and that Microsoft admin settings allow add-in deployment to achieve consistent behavior across desktops, tablets, and phones.
A sales rep prepares a proposal inside Word stored on OneDrive
Resulting in faster deal closure and centralized signed record retention.
HR uploads offer paperwork to SharePoint and pre-fills employee details
Leading to auditable onboarding and consistent retention for compliance.
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Microsoft 365 Add-in | |||
| Bulk Send | Included | Available on higher tiers | Enterprise only |
| Advanced authentication | Email, SMS, SAML | Email, SMS, SAML | Email, SMS, SAML |
| HIPAA support | BAA available | BAA available | BAA available |
Set default reminders at 3 and 7 days to prompt signers.
Archive signed documents to long-term storage after 90 days.
Retain executed contracts for at least seven years for most business needs.
Purge drafts and expired requests after 180 days.
Keep audit trails available for the same period as signed documents.
| Feature | signNow | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level Price | Starts at $8/user/month | Starts at $10/user/month | Starts at $9.99/user/month | Starts at $15/user/month | Starts at $19/user/month |
| Free Trial or Tier | Free trial available | Free trial available | Free trial available | Free tier available | Free trial available |
| Microsoft 365 Integration | Add-ins for Outlook and Teams | Office 365 add-ins | Office integration with add-ins | Limited Microsoft add-ins | Integrates via connectors |
| SSO (SAML) Support | Available on Business plans | Enterprise SSO supported | Enterprise SSO available | Business plans offer SSO | Enterprise SSO available |
| HIPAA Compliance | HIPAA-compliant with BAA | HIPAA available with BAA | HIPAA available with BAA | Not primarily HIPAA-focused | BAA available for enterprise |
Create, execute, and control workflows of any complexity, electronically from almost anywhere. Scalable electronic signature functionality enable you to share documents with the right users the right order and assign roles for each receiver. Perform document workflows faster and simpler than ever before.
Enhance intricate signing tasks with airSlate SignNow�s effective functions to enhance your business. Control your automated eSignature workflows to make sure they're operating at peak performance with fast notifications and reminders.
Join teammates together in a safe, shared workspace. Handle documents, use form templates and notices to deliver better cross-organization communication. Relieve your workers from having to hang out on recurring actions so that they can center on beneficial, business-essential tasks.
Work your jobs with industry-leading integration. Capture Salesforce, Microsoft Teams, and SharePoint in multi functional business flow. Link your applications to a single environment for endless opportunities and higher performance.
Feel confident knowing that your data is protected by the latest in encryption security. airSlate SignNow is GDPR and eIDAS compliant and offers you awareness into your eSigning experience with court-admissible audit trails. Configure user access permissions and roles to control who has access to what.