Organizations that sign contracts or handle protected data must evaluate eSignature and CRM security together to reduce legal risk and ensure enforceable signatures under ESIGN and UETA while meeting sector-specific obligations like HIPAA.
Responsible for configuring authentication, SSO, and integrations; evaluates TLS settings, API keys, and network access controls to ensure the eSignature platform integrates securely with existing CRM systems and infrastructure.
Focuses on retention, audit trails, and regulatory alignment; reviews how the platform documents consent, signature intent, and transaction metadata to support ESIGN, UETA, HIPAA, or FERPA audits.
Security and compliance teams, IT administrators, and business owners commonly assess both platforms for document signing and CRM workflows.
Teams focusing on regulated data should prioritize audit evidence, role-based access, and integration controls when choosing between the two platforms.
Secure connectors map documents into the signing workflow, preserve metadata, and can maintain encryption in transit; review OAuth scopes and token lifetime when configuring.
Native CRM connectors reduce export/import steps, limit data exposure, and centralize access controls; ensure API keys are rotated and least privilege is enforced.
Cloud storage integrations must preserve encryption and access policies; verify how signed copies are stored, versioned, and who can download them.
APIs enable automated workflows but require scoped keys, TLS enforcement, and validated webhooks to avoid injection or unauthorized access.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Authentication | Email or SMS |
| Access Expiration | 30 days |
| Retention Period | 7 years |
| Audit Storage | Immutable logs |
Confirm supported browsers, mobile OS versions, and minimum app versions when validating security features across user devices.
For comprehensive testing, include device-based authentication, mobile signing flows, and offline behavior to ensure consistent security controls and user experience across desktop and mobile deployments.
A regional clinic used signNow to collect patient consents and store signed records with encryption and a BAA in place
Leading to more defensible records and simplified HIPAA reporting.
A consulting firm evaluated Apptivo to manage client contracts and noticed basic signing and mobile support
Resulting in acceptable controls after extra operational safeguards were implemented.
| Security Criteria | signNow (Recommended) | Apptivo |
|---|---|---|
| Encryption at rest | ||
| TLS in transit | ||
| SOC 2 Type II | ||
| HIPAA-ready | BAA available | Limited |
