SSO & SAML
Single sign-on using SAML lets organizations centralize authentication, streamline agent onboarding, and enforce corporate password and MFA policies across signNow accounts.
Technical support groups compare cost and capabilities to ensure secure signature capture, efficient ticket workflows, and compliance with ESIGN and UETA while minimizing per-user spending and integration effort.
A Support Manager assesses vendor fit for process efficiency and compliance. They focus on turnaround time for signed authorizations, agent usability, and the cost implications of per-seat pricing when scaling support teams.
An IT Administrator evaluates integration points, API capabilities, SSO and provisioning. Their priorities include secure configuration, webhook reliability, and minimizing maintenance overhead across multiple SaaS platforms.
Technical support managers, IT integrators, and procurement leads commonly participate in evaluations of signNow versus Close CRM for signing and documentation workflows.
Final selection decisions usually involve weighing recurring licensing fees against integration effort, compliance needs, and long-term maintenance implications.
Single sign-on using SAML lets organizations centralize authentication, streamline agent onboarding, and enforce corporate password and MFA policies across signNow accounts.
Dynamic fields, conditional logic, and pre-filled data reduce agent steps and ensure that each document is complete and consistent before sending to customers.
Comprehensive, tamper-evident audit trails capture signer identity, timestamps, and IP addresses for every action to support compliance and incident investigations.
Configurable retention policies and exports help organizations meet internal and regulatory recordkeeping requirements while automating archival procedures.
Native mobile workflows allow field technicians and customers to sign securely on phones or tablets without degrading the compliance or audit record.
Higher-tier plans include faster support SLAs and onboarding assistance to help technical teams deploy workflows and troubleshoot integration issues.
Create reusable templates for service authorizations and NDAs so agents can generate consistent documents quickly, reducing errors and accelerating response times when handling support requests.
Send the same form to many recipients simultaneously for mass acknowledgements or maintenance notices, while tracking completion rates and reducing repetitive manual sends for support teams.
Programmatic signature requests and real-time status callbacks enable tight integration with ticketing systems, enabling automated creation and closure of support tasks tied to signed approvals.
Configure user roles and folder permissions to limit document visibility and signing capabilities, helping meet least-privilege requirements for sensitive technical support documentation.
| Setting Name | Configuration |
|---|---|
| Signature Reminder Frequency and Delay Settings | 48 hours |
| API Webhook Endpoint and Retry Policy | Webhook + 3 retries |
| Signature Order and Parallel Signing Options | Sequential or parallel |
| Field Validation and Required Fields Enforcement | Enabled by default |
| Document Retention and Export Scheduling | Weekly exports |
signNow supports modern web browsers, native mobile apps, and API integrations; Close CRM primarily supports web and mobile CRM interfaces for sales workflows.
Confirm specific minimum browser versions, mobile OS releases, and API authentication methods with procurement and IT before large-scale deployment to ensure compatibility with ticketing platforms and SSO systems.
A mid-sized healthcare support team needed secure consent forms for remote troubleshooting and device service authorizations.
Resulting in faster verification and compliant storage of signed authorizations for legal and audit needs.
A SaaS provider's technical support group required signed change approvals for customer environments and escalations.
Leading to clearer escalation provenance and reduced time between approval and execution.
| Feature or capability being compared | signNow | Close CRM |
|---|---|---|
| Availability of native eSignature functionality | ||
| Bulk Send for mass recipients | ||
| API access for automated workflows | ||
| HIPAA-capable configurations or offerings |
Keep active documents 90 days
Retain critical records 7 years
Daily encrypted backups
Quarterly exports for compliance
Delete per retention schedule
| Pricing and plan details | signNow (Featured) | Close CRM | Free Trial Details | Billing Model | Typical Use Case |
|---|---|---|---|---|---|
| Entry-level plan and access scope | Per-user subscription with essential eSign features | Per-user CRM subscription focused on sales pipelines | Short-term trials commonly available | Monthly or annual per-user billing | Small teams needing signatures or CRM functions respectively |
| Team or mid-tier plan differences | Includes templates, team folders, and API credits | Adds advanced sales features and sequences | Trials or demos available for teams | Per-seat pricing scales with features | Support teams needing automation and templates |
| API and developer access | API available across plans or via add-on for higher usage | API included for higher CRM tiers | Trial API keys sometimes available | Usage-based or tiered API billing | Integration-heavy deployments |
| Compliance and enterprise features | Enterprise tiers include SSO, advanced security, and compliance options | Enterprise CRM tiers include SSO and dedicated support | Enterprise trials or pilots offered | Contract or subscription billing | Regulated industries requiring compliance |
| Support and onboarding | Premium support and onboarding for higher tiers | Dedicated success for enterprise customers | Limited free support during trials | Support included based on plan level | Organizations needing migration and vendor support |