Authentication Options
Support for email verification, SMS codes, knowledge-based authentication, and integration with single sign-on providers to meet varied risk profiles.
Comparing signNow and Streak on pricing and security helps organizations choose a compliant, cost-effective eSignature approach that fits their CRM workflow and regulatory obligations in the United States.
A Sales Manager coordinates contract workflows inside a CRM, needs simple template reuse, visibility into signature status, and role-based access so deals progress securely without exposing unrelated records to the team.
An IT Administrator configures SSO, API keys, and retention policies, and must verify encryption, audit logs, and compliance settings to ensure the eSignature implementation meets organizational security and legal requirements.
Organizations evaluating eSignature tools for CRM workflows typically include regulated industries and teams that handle confidential documents.
Matching pricing tiers to required security features helps avoid overpaying for unused capabilities while ensuring regulatory needs are met.
Support for email verification, SMS codes, knowledge-based authentication, and integration with single sign-on providers to meet varied risk profiles.
Comprehensive event histories that record signer actions, timestamps, IP addresses, and document changes for admissible evidence in disputes.
Centralized reusable templates with role assignments and field locking that reduce errors and administrative overhead for high-volume workflows.
Ability to send a single document to many recipients efficiently, with per-recipient tracking and pricing implications for mass distribution.
Documented support for ESIGN and UETA in the U.S., plus specific attestations or add-ons for HIPAA and FERPA where required.
REST APIs and SDKs that allow embedding signing into CRM UIs or automating server-side document lifecycle management.
Native integration allows sending and signing from Google Docs and Drive while preserving document metadata and enabling access control through Google accounts.
Prebuilt connectors synchronize signed documents and envelope status with CRM records, reducing manual entry and improving traceability for audits.
Direct saves to cloud repositories centralize retention policies and backups while applying consistent access permissions across signed records.
APIs enable custom workflows and automated document generation, supporting server-side signing scenarios and tighter admin control.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Authentication | Email + optional SMS |
| Retention Period | 7 years |
| Template Access | Role-limited |
| Audit Logging | Enabled |
Evaluate which devices and browsers your users will adopt to ensure consistent signing experiences and security features.
Confirm platform compatibility, mobile app capabilities, and SSO options before committing to a plan to avoid unexpected integration or user-experience gaps.
A regional clinic needed HIPAA-ready eSign workflows and integration with patient records
Resulting in faster intake processing and clearer compliance evidence for audits
A brokerage with dozens of daily contracts required CRM integration and bulk sending for closings
Leading to reduced closing times and predictable monthly costs
| Feature | signNow (Featured) | Streak CRM | DocuSign |
|---|---|---|---|
| HIPAA Support | Yes (BAA available) | Yes (BAA available) | |
| Two-Factor Auth | Depends on Gmail | ||
| API Access | Yes, robust REST API | Limited CRM hooks | Yes, robust APIs |
| Bulk Send |
| Plan Structure | Per-user and team plans | Gmail-centric free tier, paid upgrades | Per-user with tiered features | Per-user, enterprise options | Per-user with team plans |
|---|---|---|---|---|---|
| Enterprise Options | Enterprise plans with compliance add-ons | Limited enterprise features | Enterprise packages and controls | Enterprise-focused compliance | Enterprise accounts available |
| Compliance Add-ons | BAA for HIPAA; advanced compliance available | No formal HIPAA offering | BAA available; compliance features | Compliance packages for enterprises | Offers compliance features via Dropbox Sign |
| API Pricing | API access included in business plans; usage tiers apply | Limited developer access via Gmail integrations | API access with paid plans and usage | API included with paid tiers | API available with paid plans |
| Bulk/Volume Discounts | Discounts available for volume sending | Not applicable | Available for high-volume customers | Volume agreements available | Volume pricing for enterprise customers |
| Trial and Onboarding | Free trial and onboarding resources | Free Gmail-based usage with basic features | Free trial with guided onboarding | Trial and enterprise onboarding available | Trial and documentation provided |