Security assessments compare encryption strength, user authentication, auditability, and compliance with U.S. electronic signature laws to ensure legally binding signatures and protected data handling across CRM-connected workflows.
A security lead assesses encryption standards, key management, and authentication flows to ensure eSignature integrations do not create lateral movement vectors. They review SOC reports, configuration baselines, and incident response alignment between the CRM and signature provider.
A compliance officer verifies that electronic signature processes satisfy ESIGN and UETA requirements and confirms any necessary HIPAA business associate agreements, FERPA considerations, and data retention policies are contractually supported.
Security, legal, and compliance teams evaluate eSignature integrations and CRM platforms to confirm controls meet internal policies and external regulations.
Procurement and IT also review vendor contracts, data processing terms, and SLA commitments when selecting a combined eSignature and CRM solution.
End-to-end encryption ensures documents and attachments remain protected both in transit and at rest, with industry-standard algorithms and provider-managed or customer-managed key options depending on plan and configuration.
Fine-grained role-based permissions let administrators restrict template creation, sending rights, and document visibility inside the eSignature platform, complementing CRM-level user roles.
Comprehensive, tamper-evident audit trails capture signer actions, timestamps, and IP addresses to support legal admissibility and post-incident investigation requirements.
Data processing agreements and, where applicable, HIPAA BAAs provide contractual commitments around data handling, necessary for regulated U.S. sectors using signature services with CRMs.
| Setting Name | Configuration |
|---|---|
| Authentication method | SAML SSO |
| MFA enforcement | Enabled for admins |
| Audit retention period | 7 years |
| Document encryption key | Provider-managed |
| Webhook signature validation | HMAC verification |
Secure signing should work consistently on desktop, tablet, and mobile while preserving authentication and audit controls.
Verify that both the CRM and signNow preserve security features on each platform, including SSO behavior, audit capture, and encrypted storage, to avoid gaps when signings occur away from the corporate network.
A regional healthcare group needed HIPAA‑covered signing workflows for patient consents
Resulting in auditable, contract-backed signature records while maintaining HIPAA controls.
A university required FERPA‑sensitive signature capture for student authorization forms
Leading to clearer compliance documentation and delegated access for administrative staff.
| Security Criteria | signNow | Freshsales CRM |
|---|---|---|
| Encryption in transit | AES/TLS | AES/TLS |
| Encryption at rest | AES-256 | AES-256 |
| SSO support | SAML/OAuth | SAML/OAuth |
| HIPAA BAA available | Customer-dependent |
| Plan Feature | signNow | Freshsales CRM | DocuSign | Adobe Sign | PandaDoc |
|---|---|---|---|---|---|
| Base plan encryption and TLS | Included | Included | Included | Included | Included |
| Advanced key management | Add-on | Add-on | Add-on | Add-on | Add-on |
| HIPAA BAA option | Available | Available via contract | Available | Available | Available |
| Enterprise SSO and SCIM | Included in enterprise | Included in enterprise | Included in enterprise | Included in enterprise | Included in enterprise |
| Audit trail exportability | Included | Limited export | Included | Included | Included |
