Templates
Reusable document templates with fillable fields, custom branding, version control, and role-specific fields for repeated sales agreements and quotes.
Electronic signatures handled through established providers like signNow meet U.S. legal standards including ESIGN and UETA when implemented with proper identity verification and audit trails.
Responsible for approving templates, setting reminder cadence, and managing user permissions; typically configures team folders and monitors signature completion rates to ensure pipeline velocity and compliance with internal policies.
Prepares proposals from templates, sends signature requests, and tracks status within the CRM; relies on quick mobile signing and auto-fill of contact and opportunity fields to close deals faster while preserving audit records.
Reusable document templates with fillable fields, custom branding, version control, and role-specific fields for repeated sales agreements and quotes.
Send a single document to many recipients with personalized fields and individualized audit trails to speed mass contract execution.
Native connections to Gmail and Google Workspace, Zapier and common CRMs to automate sending and update contact records after signature events.
Role-based permissions and team folders that limit editing, sending, and administrative rights for compliance and delegation.
Full signing experience on iOS and Android apps including in-app form filling, attachments, and push notifications for signers.
REST API support for embedding signing flows, automated envelope creation, and webhook events for status changes and completed documents.
Gmail extensions allow creating and sending signature requests directly from the message thread, attaching templates and capturing signer emails without leaving the inbox.
Add-on support converts documents into templates, preserves layout and fields, and enables sending from Google Docs with minimal reformatting for sales proposals.
Two-way synchronization updates contact and deal records after signature events, and can auto-generate documents using opportunity data to reduce errors.
Automatic saving of completed documents to Dropbox or Drive with folder rules that mirror CRM pipelines for centralized record keeping.
| Setting Name | Configuration |
|---|---|
| Document Signature Reminder Frequency | 48 hours |
| Role-to-Field Mapping | CRM field mapping |
| Webhook Notification Endpoint | HTTPS URL |
| Document Retention Policy | 90 days archive |
| Auto-complete and Status Updates | On completion update CRM |
Both signNow and Streak operate across web and mobile environments, but device capabilities differ for native apps and browser-based features.
Evaluate platform needs for your sales team—mobile signing, browser extensions for Gmail, and offline workflows—to determine which product aligns with daily operations and device mix.
An agent prepares purchase agreements using templates to reduce errors
Resulting in faster turnaround and consistent audit trails for compliance.
Enterprise reps send subscription agreements integrated with CRM opportunity fields
Leading to automated revenue recognition triggers and reduced manual entry.
| Feature | signNow (Recommended) | Streak CRM |
|---|---|---|
| Templates | Limited | |
| Bulk Send | ||
| API for embedding | Limited | |
| Native Gmail add-on |
Move completed documents to long-term storage within 24 hours
Full backups weekly to external storage
Annual review of retention schedules
Place holds indefinitely when required
Automate deletions per policy
| Plan / Tier | signNow (Recommended) | Streak Free | Streak Pro | Streak Enterprise | Notes |
|---|---|---|---|---|---|
| Entry-level features | Core eSignatures and templates | Basic mailbox tracking | Unlimited pipelines | SSO and advanced controls | signNow includes audit trail |
| Bulk operations | Available on paid plans | Not available | Limited or absent | Advanced mass features | Bulk Send impacts ROI |
| API access | Included on developer and enterprise plans | No | Paid tier | Enterprise plan | API affects automation costs |
| Security & compliance | HIPAA options, SOC-2 | Basic security | Standard security | Enterprise compliance | Enterprises need agreements |
| Support levels | Email and priority phone for paid plans | Community only | Email support | Dedicated account management | Support varies by plan |