eSignature
Secure electronic signatures with configurable signing order, reusable fields, and support for typed, drawn, and uploaded signature images across small business documents.
signNow supports U.S. legal frameworks for eSignatures including ESIGN and UETA; for regulated sectors it also provides controls to help address HIPAA and FERPA compliance needs when configured appropriately.
Administrators configure account-wide settings, manage billing, set security policies, and provision users. They also control integrations like the Copper connector and can revoke or modify access to templates and API keys as needed.
Sales users send proposals and contracts, use templates prefilled from Copper records, and track signature status. They typically have restricted administrative permissions but can manage drafts, send reminders, and access signed documents for their deals.
Secure electronic signatures with configurable signing order, reusable fields, and support for typed, drawn, and uploaded signature images across small business documents.
Create and store reusable document templates with mapped Copper fields to speed contract generation, reduce manual entry, and maintain consistency across teams.
Send identical documents to multiple recipients efficiently, track delivery and signing status in a single workflow for batch contracts and forms.
Integrated storage with the ability to save signed PDFs directly to Copper records, plus export options for external backup and compliance.
RESTful API endpoints for automated document creation, sending, and retrieval, enabling custom integrations and workflow automation with Copper.
Comprehensive, timestamped audit records for every signing action that support legal admissibility and internal review processes.
Native integration allows users to send Google Docs and Drive files for signature directly from those apps, preserving document formatting and reducing export steps while enabling automatic saving of signed PDFs back to chosen cloud storage locations.
Connect signNow to Dropbox so that uploaded documents can be sent for signature and returned signed to a specific Dropbox folder, simplifying centralized document management for teams that store assets there.
Direct connectors map Copper contact and company fields into signNow templates, trigger sends from Copper records, and automatically attach signed documents to the corresponding CRM entities to maintain a single source of truth.
Advanced template features include prefilled fields, conditional logic, role-based fields, and reusable workflows which reduce repetitive tasks and standardize frequently used agreements across the company.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Auto-save to CRM | Enabled |
| Webhook Notifications | Enabled |
| Template Permissions | Team-only |
Typical setups for small businesses include desktop browsers, iOS and Android mobile apps, and integrations via Chrome extensions or REST APIs.
Ensure devices meet minimum OS and browser versions, keep apps updated, and verify network permissions for API calls to maintain integration stability between signNow and Copper.
A small consulting firm uses signNow templates linked to Copper deals to generate engagement letters quickly
Resulting in faster onboarding, clearer contract records in Copper, and lower administrative overhead when managing client agreements.
A multi-location retailer uses signNow to execute vendor agreements initiated from Copper purchase records
Leading to more consistent vendor onboarding, improved compliance documentation, and simplified retrieval during supplier reviews.
| Feature or Criteria for Comparison | signNow (Recommended) | Copper | Paper-Based |
|---|---|---|---|
| Native eSignature | Limited | ||
| Attach to CRM records | |||
| API access for automation | N/A | ||
| Offline signing support | Physical only |
Maintain signed records for at least seven years
Daily exports for key documents
Store audit trails for minimum seven years
Store backups in a separate cloud region
Implement controlled purges after retention period
| Pricing and Plan Comparison | signNow (Recommended) | Copper | DocuSign | Adobe Sign | HelloSign |
|---|---|---|---|---|---|
| Plans available | Individual, Business, Enterprise | Basic, Professional, Business | Personal, Standard, Business Pro | Individual, Small Business, Business | Free, Pro, Business |
| Per-user pricing model | Tiered per-user subscriptions | Per-user CRM subscriptions | Per-user or transaction options | Per-user subscriptions | Per-user subscriptions |
| SMB-focused plans | Yes, SMB tiers available | CRM plans aimed at SMBs | SMB plans exist but focused on eSignature | Offers SMB packages | Small business-oriented options |
| API included in plans | Available on Business/Enterprise tiers | Available via third-party add-ons | Available on API-focused tiers | API available on business plans | API access on advanced plans |
| Free trial or tier | Free trial and trial options available | Free trial for Copper available | Free trial available | Free trial available | Free tier and trial offered |