What is the signNow CRM?

signNow automatically saves the profiles of your signers, so you can easily keep track of the people you exchange documents with. Each profile contains detailed contact information that can be edited or updated at any time. In addition, you can view all the documents you’ve exchanged with each of your contacts, making it easy to manage your eSignature workflows.

Can I manually add contacts to the CRM?

Sure, just head over to Contacts in the navigation menu and click the Add Contact button. You can then enter a contact’s personal information and save the profile for future use.

How do I update or edit a contact’s details?

When viewing the contacts list, click ⋯ next to the contact you want to edit and then click Edit Contact . You will be able to edit a person’s contact information, company details, and address. Please note that you cannot edit the email address of an existing contact.

Can I remove contacts from my contact list?

Of course, you can delete contacts you no longer need whenever you want. Simply click ⋯ next to the contact you want to delete and then click Remove Contact . Then, confirm your action.

Will all the documents associated with a contact be deleted once I remove them from the CRM?

Deleting a contact will not affect the documents you’ve exchanged with the profile. You will find them all in the Documents folder (or other folders) of your signNow account.

How do I send a document for signature to one of my contacts?

It’s very simple. You can either click Send Invite next to any of your contacts on the list in the CRM or select the profile you need and click the Send Invite button in the sidebar on the left. You can then upload your document, add fillable fields, and send an invite.

How do I manage documents displayed in a contact profile?

You can easily review any document you’ve exchanged with any of your contacts and track their status. To save a signed document to your device, click Download next to the document you need. To see the full range of actions you can do with a document, click the More button next to it. For example, you can email a document to someone else, print it, export it to a third-party cloud storage service, view a document’s history, and more.

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Manage Your Contacts and Documents in a CRM | signNow

Manage Your signNow Contacts and Documents in a CRM

Find all your signers’ contact details in one place and instantly view the documents you’ve exchanged with them. Control your eSignature workflows with greater efficiency and speed.

See how it works!Click here to sign a sample doc

Award-winning eSignature solution

How to manage signers and documents in the signNow CRM

signNow automatically saves the contacts you interact with to its brand new CRM. You can access the database anytime to view or edit signer contact information, review or download the documents you’ve exchanged, or quickly send another document for signature.

Access your contacts in one click

Click Contacts in the left-hand navigation menu to open the CRM and view your signer profiles.

Add contacts to your database

Your contacts are automatically added to the CRM once a document transaction is initiated. However, you can also add a contact manually by clicking Add Contact.

Edit contact details

Specify a signer’s name, phone number, company information, address, and additional details at any time.

View document transactions

Once you select any of your existing contacts, you can view all the documents you’ve sent for signature or received from them. Having documents sorted by contacts makes it much easier to send documents for signature, track signatures, reply to other people’s signature invites, and manage document turnover.

See 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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Move your business forward with the 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 signNow to securely collaborate on documents and templates. Send the approved version to every signer.

Our user reviews speak for themselves

Kodi-Marie Evans

Director of NetSuite Operations at Xerox

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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Review from Director of NetSuite Operations at Xerox

Samantha Jo

Enterprise Client Partner at Yelp

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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Review from Enterprise Client Partner at Yelp

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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Review from Digital marketing management at Electrolux

Collect signatures

24x

faster

Reduce costs by

$30

per document

Save up to

40h

per employee / month

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 manage contacts and documents in a crm.

Stay mobile while eSigning

Install the signNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and manage contacts and documents in a crm later when your internet connection is restored.

Integrate eSignatures into your business apps

Incorporate signNow into your business applications to quickly manage contacts and documents in a crm without switching between windows and tabs. Benefit from 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 manage contacts and documents in a crm and include a charge request field to your sample to automatically collect payments during the contract signing.

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Why choose signNow

Free 7-day trial. Choose the plan you need and try it risk-free.
Honest pricing for full-featured plans. signNow offers subscription plans with no overages or hidden fees at renewal.
Enterprise-grade security. signNow helps you comply with global security standards.

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Connect signNow to your apps

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Data accuracy, security, and compliance

signNow is committed to protecting your sensitive information by complying with global industry-specific security standards.

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FAQs online signature

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 — manage contacts and documents in a crm

Get access to 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 SignNow for years (since it...

5

Susan S

I've been using SignNow for years (since it was CudaSign). I started using 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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