eSignatures
Legally binding electronic signatures with configurable signing fields and signer sequencing to match PR approval chains and external client requirements.
Using signNow with Close CRM centralizes signature workflows, reduces manual data entry, and shortens approval cycles, which helps public relations teams maintain faster turnaround on releases and agreements without losing auditability or security.
A PR Manager oversees client communications and approvals, prepares release templates, assigns signers, and reviews audit trails to confirm compliance with embargoes and contractual obligations. They coordinate with legal and executive stakeholders to ensure all required signatures are captured before distribution.
An IT Administrator configures integrations between signNow and Close CRM, manages SSO and API credentials, enforces role-based access controls, monitors security logs, and supports troubleshooting for failed webhooks or authentication issues.
Legally binding electronic signatures with configurable signing fields and signer sequencing to match PR approval chains and external client requirements.
Reusable document templates for NDAs, media release forms, and vendor contracts that reduce manual edits and ensure consistent legal language across engagements.
Send the same document to multiple recipients with individualized fields and tracked delivery, useful for distributing release agreements to large contact lists.
Prebuilt connectors and APIs for Close CRM, cloud storage, and productivity tools to automate sending and archiving within existing PR systems.
Comprehensive event logs with timestamps, IP addresses, and action records to support compliance and dispute resolution for signed materials.
Encryption at rest and in transit with optional advanced authentication methods to meet confidentiality needs for sensitive PR documents.
Bi-directional integration maps signed documents to contact and opportunity records in Close, enabling PR teams to trigger sends from a contact profile and automatically archive completed agreements to the corresponding CRM record for auditability and continuity.
Native integration lets teams convert Google Docs to signNow templates and send directly from shared drives, preserving formatting and reducing copy-paste errors when preparing client-facing releases and agreements.
Connectors for Dropbox, Box, and Google Drive automatically store signed PDFs in structured folders, ensuring version control and centralized access for distributed PR teams and external counsel when required.
A REST API supports custom automation such as triggering signature requests from Close webhooks, programmatically attaching signed documents back to CRM records, and integrating with internal content approval systems.
| Feature | Configuration |
|---|---|
| Signing Order | Sequential, two-step |
| Reminder Frequency | 48 hours |
| Webhook Endpoint | CRM callback URL |
| Document Retention Period | 7 years |
| Authentication Method | Email OTP or SSO |
signNow and Close are accessible via modern web browsers and native mobile apps; ensure your devices meet current OS and browser requirements before deployment.
For public relations teams, prioritize browser compatibility for shared workstations, ensure mobile app installs for field staff, and confirm API connectivity for automated CRM workflows and server-to-server integrations.
A mid-size PR agency links client contacts in Close to signNow templates for embargoed releases to ensure consistent legal terms.
Ensures on-time distribution and auditable acceptance, resulting in faster publication coordination and reduced administrative errors for multiple campaigns.
An in-house communications team uses Close opportunities to attach speaker release forms that require executive and legal approval before external publication.
Leading to clearer accountability and a searchable compliance trail that simplifies audits and legal reviews.
| Feature | signNow (Recommended) | Close CRM | DocuSign |
|---|---|---|---|
| eSignature Legality | |||
| Direct CRM Integration | Native | Via connector | |
| Bulk Send Support | |||
| Audit Trail Detail | Detailed | Limited | Detailed |
Keep documents for campaign duration plus one year
Retain contracts and releases for seven years
Daily incremental backups to secure storage
Quarterly exports of audit trails and signatures
Use systematic deletion after retention period ends
| Pricing Feature | signNow (Recommended) | Close CRM | DocuSign | Adobe Sign | Dropbox Sign |
|---|---|---|---|---|---|
| Free plan availability | Limited free trial | No free plan | Trial only | Trial only | Limited trial |
| Starting monthly price | Approx. $8/user/month | Approx. $35/user/month | Approx. $10/user/month | Approx. $15/user/month | Approx. $10/user/month |
| Per-user billing | Yes, per user | Yes, per user | Yes, per user | Yes, per user | Yes, per user |
| Bulk Send included | Included on business tiers | Not included | Included on business tiers | Available on enterprise | Available on higher tiers |
| API access | Available on developer plans | Available via API add-on | API on business plans | Enterprise API access | API on business plans |