Encryption
At-rest and in-transit encryption using industry-standard protocols to protect document contents and transport channels across both platforms.
Responsible for tenancy configuration, SSO, API keys, and security posture. This role validates TLS settings, configures user provisioning, applies role-based access controls, and coordinates SOC and compliance documentation for audits.
Oversees policy alignment with ESIGN, UETA, HIPAA, and retention rules. They review audit trails, approve retention schedules, and manage business associate agreements and contractual security obligations.
At-rest and in-transit encryption using industry-standard protocols to protect document contents and transport channels across both platforms.
Multiple authentication methods including email, SMS, knowledge-based checks, and SSO options to strengthen signer identity verification.
Detailed, time-stamped logs capturing events, IP addresses, and actions to support legal proof and internal investigations.
Role-based permissions, user groups, and administrative controls to limit who can create, send, or access signed documents.
Third-party certifications and compliance options such as HIPAA-ready features, SOC reports, and region-specific controls for regulated industries.
Secure connectors, OAuth flows, and API token management to maintain secure data exchange between CRM, storage, and third-party systems.
Embedded add-ons allow secure document import, field mapping, and direct send from Google Docs or Drive while honoring account-level access controls and OAuth protections.
Prebuilt connectors or APIs enable embedding signing flows directly into CRM records, keeping signed documents linked to contact and opportunity data with governed access.
Two-way sync keeps signed documents stored in encrypted cloud folders with versioning and controlled sharing for auditability.
REST APIs provide granular control for developers to integrate secure signing into proprietary systems with token-based authentication and scoped permissions.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Authentication Method | Email, SMS, SSO |
| Signer Order | Sequential or Parallel |
| Document Retention Period | 7 years |
| Auto-archival | Enabled to cloud |
Confirm device compatibility and browser support for signNow and Creatio integrations before deployment to reduce interruptions and security gaps.
For enterprise rollouts, validate single sign-on, mobile MDM policies, and browser security settings; coordinate with IT to ensure TLS, cookie, and CORS configurations meet organizational security standards.
Providers digitize patient consent using a secure eSignature workflow that requires identity verification and encrypted storage
Resulting in a HIPAA-aligned process with auditable trails and lower per-form handling costs.
A broker sends closing documents through CRM with staged signer order and strict access controls
Leading to faster closings while maintaining tamper-evident records and clear audit logs.
| Security and Compliance Feature Comparison | signNow (Recommended) | Creatio | Implementation notes |
|---|---|---|---|
| Data encryption at rest and transit | Standard implementation | ||
| Third-party security attestations | SOC 2 type II | SOC 2, ISO options | Varies by edition |
| HIPAA-ready configurations | Available | Available with configuration | Business associate agreements |
| Granular audit trails and tamper evidence | Exportable logs |
7 years recommended
Daily backups
Quarterly reviews
Rotate every 12 months
Secure delete after retention period
| Pricing Comparison Table | signNow (Recommended) | Creatio | Billing Model | signNow Example | Creatio Example |
|---|---|---|---|---|---|
| Entry-level plan details | Individual and Business plans available | CRM-focused editions | Subscription per user monthly or annual | Often starts near single-digit dollars per user monthly | Typically higher entry price, edition dependent |
| Per-user licensing structure | Per-user licensing common | Per-user licensing standard | Tiered subscriptions with discounts | Offers tiered plans with volume pricing | Sold by user and module with tiered discounts |
| Enterprise and volume discounts | Business and enterprise tiers include discounts | Enterprise contracts common | Negotiated enterprise agreements | Custom quotes for large deployments | Custom pricing with professional services |
| Included security and compliance | Encryption, audit trails, HIPAA options included | Platform security available across editions | Security often included; compliance varies by tier | Core security included across plans | Some compliance features require enterprise tier |
| Support and onboarding costs | Email support, paid SLAs and onboarding services | Professional services and dedicated support available | Support tiers and SLAs for enterprise customers | Optional priority support for larger customers | Onboarding often includes professional services fees |