Bulk Send
Send identical documents to many recipients in a single operation with individualized signing links and consolidated status tracking for large campaigns or payrolls.
signNow and Close CRM support electronic signatures that can meet U.S. legal standards under ESIGN and UETA; assess vendor attestations, audit trails, and optional identity verification for higher-assurance transactions.
Account Admins manage billing, configure security settings, and control SSO and enterprise integrations. They assign roles, set retention policies, and oversee compliance configurations to ensure organizational requirements are enforced.
Team Members create and send documents, use templates, and access signing history. Permissions are scoped by role to limit administrative actions while enabling day-to-day workflow tasks for sales and operations teams.
Send identical documents to many recipients in a single operation with individualized signing links and consolidated status tracking for large campaigns or payrolls.
Create reusable document templates with preplaced fields to reduce preparation time and improve consistency across contracts, NDAs, and order forms.
Programmatic document generation and signature orchestration for embedding eSignature capabilities into CRM workflows or custom applications.
Comprehensive logging of signer actions, timestamps, and IP addresses to support internal review and external compliance requirements.
Native connectors and third-party integrations for CRMs, cloud storage, and document editors to streamline document flow and reduce manual steps.
Support for face-to-face signing on mobile devices with offline capture and later synchronization to central records.
Directly convert Google Docs to signable documents and preserve formatting while allowing field placement and automated sending from within Google Workspace.
Prebuilt connectors sync contact and deal data, enabling automatic document population and status updates between the eSignature tool and the CRM system.
Two-way sync with Dropbox for storing signed documents, applying retention rules, and keeping centralized backups for audit purposes.
Create template libraries with locked fields, variable placeholders, and role-specific field assignments to reduce preparation time and standardize documents.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signing Order | Sequential or parallel |
| Expiration Policy | 30 days |
| Auto-archive | Enabled by default |
| Webhook Events | Signature completed |
For enterprise deployments, evaluate browser compatibility, mobile management policies, and SSO options; ensure device-level security and company policy alignment before full rollout.
A mid-market SaaS company reduced contract turnaround with integrated signing into the CRM
Leading to faster deal closure and clearer audit records.
A university moved student authorization forms online to meet remote needs
Ensures compliant records management and streamlined student onboarding.
| Feature | signNow (Recommended) | Close CRM |
|---|---|---|
| Native eSignature | ||
| API access | ||
| Bulk Send | ||
| HIPAA support | Available | Limited |
Daily snapshots to redundant storage
Keep signed records for seven years
Preserve logs for three to seven years
Apply controlled deletion after retention
Allow exports for legal holds
| Plan type | signNow (Recommended) | Close CRM | DocuSign | Adobe Acrobat Sign | Dropbox Sign |
|---|---|---|---|---|---|
| Entry tier | Business plan, per user monthly starting low | Starter CRM, per user monthly | Personal and Standard tiers | Individual plans available | Free and Standard tiers |
| Mid tier | Business Premium with advanced features | Professional CRM tier with sales tools | Business Pro features set | Small Business/Teams plans | Advanced collaboration plans |
| Enterprise options | Enterprise with SSO and compliance controls | Custom enterprise plans | Enterprise plans with advanced admin | Enterprise agreements for large orgs | Enterprise with admin controls |
| Billing model | Per user/per month or annual | Per user/per month | Per user/per month | Per user/per month | Per user/per month |
| Trial and demos | Free trial and demo available | Free trial and demo available | Free trial available | Free trial available | Free tier and trial options |