eSignature
Legally binding signatures under ESIGN and UETA with configurable signer types, signature types, and signing order to streamline contract closures on job site agreements.
signNow provides eSignature records compliant with U.S. ESIGN and UETA standards and supports audit trails and optional business associate agreements for regulated data handling.
An Office Manager configures templates, manages user permissions, and oversees integrations between signNow and CRM systems. They ensure templates reflect current pricing, assign signing roles for contracts and service agreements, and monitor retention policies to meet auditing requirements.
A Field Technician uses the mobile app to complete estimates, collect customer signatures on-site, and upload photos or attachments. They need straightforward templates, offline signing capability when connectivity is limited, and automatic syncing of completed forms to the office or CRM.
Legally binding signatures under ESIGN and UETA with configurable signer types, signature types, and signing order to streamline contract closures on job site agreements.
Reusable templates for estimates, service agreements, and change orders reduce repetitive preparation and maintain consistent pricing and terms across projects.
Send identical documents to many recipients at once for consent collection or distribution of standard safety forms and maintenance notices.
Connect with Google Workspace, Dropbox, CRMs, and API endpoints to sync signed documents and update lead or job records automatically.
Comprehensive signer events, timestamps, and IP records create an evidentiary audit trail for compliance and dispute resolution.
Field-ready apps let technicians capture signatures and complete documents on-site, reducing turnaround time between estimate and job start.
Create and send documents directly from Google Docs and Sheets; preserve formatting while transferring contract text into signNow templates for signature and record-keeping workflows.
Use native and third-party connectors to attach signed documents to lead records and trigger pipeline updates; this complements Copper’s CRM-native lead management features.
Automatically store completed agreements in Dropbox, Google Drive, or OneDrive to centralize documentation for jobs, permits, and warranty records.
Leverage signNow APIs or Zapier to build custom integrations that push signed documents and status changes into Copper or other project systems.
| Feature | Default |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Sequence | Serial signing |
| Notification Triggers | On signature |
| Field Validation Rules | Require numeric |
| Document Retention Link | Cloud archive |
signNow supports modern browsers and native mobile apps so technicians and office staff can access signing workflows from the field or the office.
For Windows, macOS, iOS, and Android ensure the latest OS updates and browser versions for best performance and security when managing lead documents and signatures.
A contractor sends standard subcontract agreements to multiple trades using signNow templates for quick completion and consistent terms
Resulting in faster onboarding of subcontractors and clearer contractual records that speed project starts.
A site visit generates a signed estimate using signNow on a technician’s tablet, then the signed file is attached to a Copper lead record via integration
Leading to reduced administrative handoff time and more predictable revenue recognition for building projects.
| Criteria | signNow (Featured) | Copper |
|---|---|---|
| eSignature capability | ||
| Lead management | Limited | |
| Native CRM integration | Native | |
| HIPAA-ready options | Limited |
7 years
Daily snapshots
Preserve on request
PDF/A and CSV
Soft delete then purge
| Plan/Metric | signNow (Featured) | Copper | DocuSign | PandaDoc | Adobe Sign |
|---|---|---|---|---|---|
| Starting price | $8/user/mo | $25/user/mo | $25/user/mo | $49/user/mo | $10/user/mo |
| Billing model | Per user annual | Per user monthly | Per user monthly | Per user monthly | Per user monthly |
| Free trial | Yes | Yes | Yes | Yes | Yes |
| Lead management | Limited | Native CRM | No | Limited | No |
| eSignature included | Yes | No | Yes | Yes | Yes |