Choose signNow when secure, standards-based eSignature workflows and document automation are central to operations; choose Insightly when deep CRM record management and pipeline features are the primary need. Many organizations use both together to combine robust signature handling with CRM relationship data.
Account Managers use signNow integrated with CRM records to send proposals, collect signatures, and track status. They rely on templates and Bulk Send to speed renewals and use status updates to keep the CRM pipeline accurate and timely.
Compliance Officers monitor audit trails, retention policies, and authentication logs to verify regulatory adherence. They configure retention settings, review signed certificates, and ensure processes meet ESIGN, UETA and applicable healthcare or education privacy rules.
Combining an eSignature platform with a CRM supports collaboration across sales, operations, and compliance while preserving transaction evidence and customer context.
signNow integrates with Google Docs and Drive to send documents for signature directly from the document editor, preserving file versions and enabling quick signature requests without separate downloads or reuploads.
Connectors link signNow to CRM platforms to sync contacts, push signed PDFs to records, and update opportunity stages automatically after signature events for consistent sales workflows.
Native Dropbox integration allows automatic saving of signed documents to designated folders, enabling centralized storage and consistent retention policies across cloud repositories.
signNow's API supports automated document generation, signature requests, and retrieval of audit evidence, enabling custom CRM triggers and server-side workflow automation.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Expiration Policy | 30 days |
| Default Authentication | |
| Notification Recipients | Sender and CC |
| Automatic CRM Update | Enabled |
For consistent behavior, use updated browser versions or the latest mobile app release and synchronize completed documents back to the CRM when network connectivity is available.
A mid-market software reseller needed faster contract execution with CRM synchronization
Resulting in shortened sales cycles and clearer audit trails for renewals and disputes.
A regional healthcare provider required HIPAA-compliant consent capture tied to patient records
Leading to faster patient processing and a defensible records trail for audits.
| Criteria | signNow | Insightly |
|---|---|---|
| eSignature validity and law support | ||
| Comprehensive audit trail | Detailed | Basic |
| Bulk Send capability | ||
| REST API and developer access | Full REST API | Limited API |
7 years retention
Minimum 6 years
Follow institutional policy
Daily backups
Annual review cycle
| Plan | signNow Individual | signNow Business | signNow Enterprise | Insightly Starter | Insightly Plus |
|---|---|---|---|---|---|
| Monthly cost (approx.) | Starts at $8/user/mo | ~$15/user/mo | Custom pricing | Starts at $29/user/mo | ~$49/user/mo |
| Free trial availability | Yes | Yes | Yes | Yes | Yes |
| API access included | Yes | Yes | Yes | Limited | Yes |
| Advanced admin controls | Business & Enterprise | Business & Enterprise | Enterprise only | Professional tiers | Professional tiers |
| HIPAA-compliant option | Available with BAA | Contact vendor | Available | Contact vendor | Contact vendor |
