SSO
Single Sign-On via SAML or OIDC to centralize authentication and simplify user lifecycle management for enterprise environments.
Evaluating signNow CRM vs Pipedrive for security helps organizations choose a configuration that minimizes legal risk, protects sensitive data, and supports compliance obligations like ESIGN, UETA, and sector-specific rules.
Responsible for configuring integrations, enforcing Single Sign-On (SSO), and managing API credentials. Ensures encryption, user provisioning, and network controls meet organizational security baselines and coordinates logging with SIEM systems where required.
Oversees retention schedules, audit trails, and legal validity of electronic signatures. Reviews vendor attestations and configures data retention and access policies to meet ESIGN, UETA, HIPAA, or FERPA obligations depending on sector.
Legal, compliance, IT, and sales operations teams commonly review security trade-offs when combining CRM and eSignature capabilities.
Cross-functional reviews ensure the selected configuration meets both operational requirements and regulatory obligations without introducing unnecessary exposure.
Single Sign-On via SAML or OIDC to centralize authentication and simplify user lifecycle management for enterprise environments.
Evidence of HIPAA controls or a Business Associate Agreement for handling protected health information when applicable.
Scoped API keys, rate limits, and IP restrictions to secure programmatic access and integrations.
Protected templates with predefined fields and permissions to reduce errors and enforce consistent document structure.
Configurable retention and disposition rules to meet legal preservation and deletion requirements.
Detailed integration event logs to trace synchronization and identify configuration issues across systems.
End-to-end encryption for documents in transit and at rest, ensuring that only authorized systems and users can access signed files through cryptographic protections and secure key management.
Comprehensive, timestamped logs capturing signer events, IP addresses, timestamps, and document revisions to support dispute resolution and compliance reporting.
Support for SMS, email, or authenticator apps to add an additional verification layer beyond passwords for signer identity assurance across workflows.
Granular role-based permissions to limit who can prepare, send, sign, or administratively access documents within integrated CRM and eSignature setups.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signing Order Enforcement | Sequential |
| Document Expiration | 30 days |
| Audit Log Retention | 7 years |
| Access Token Rotation | 90 days |
Verify client devices and browsers meet minimum security standards before enabling signNow integrations with CRM systems.
Ensure endpoint protection, current OS updates, and secure network practices like VPN or zero-trust policies for remote access; require device encryption and screen locks to reduce local exposure to signed documents.
A hospital integrates signNow with its patient intake CRM to capture electronic consent forms securely
Ensures HIPAA-aligned controls, resulting in clearer compliance evidence and faster audits.
A brokerage uses signNow linked to a sales pipeline to collect purchase agreements
Leading to faster closings and consistent, auditable contract records.
| Security Feature | signNow (Recommended) | Pipedrive | DocuSign |
|---|---|---|---|
| AES encryption at rest | |||
| Two-factor authentication | |||
| HIPAA support | Available | Limited | Available |
| Detailed digital audit trail | Partial |
| Plan / Vendor Comparison | signNow (Recommended) | Pipedrive | DocuSign | Adobe Sign | HelloSign |
|---|---|---|---|---|---|
| Free tier availability | Limited free trial | No free tier | Trial only | Trial only | Limited trial |
| Starting price per user | $8/user/month | $15/user/month | $10+/user/month | $12+/user/month | $15+/user/month |
| Enterprise security add-ons | SSO, BAA | SSO available | SSO, advanced controls | SSO, advanced controls | SSO available |
| HIPAA support option | Available via agreement | Not typical | Available via agreement | Available via agreement | Available via agreement |
| API and developer access | Full API access | API via plans | Full API access | Full API access | API access |