UETA and ESIGN determine legal validity for electronic signatures in the U.S., so comparing signNow’s compliance-ready eSignature features with Close CRM’s CRM capabilities helps organizations choose a solution that meets regulatory, security, and audit requirements while fitting sales and document workflows.
Sales operations professionals coordinate CRM settings, document templates, and automation rules. They evaluate signNow embedded workflows for reliability, template management, and how well audit trails are preserved inside the CRM record.
Compliance officers review whether signing flows meet UETA/ESIGN criteria, verify BAAs for HIPAA needs, and confirm that authentication and retention policies satisfy regulatory obligations.
Sales teams, legal departments, and compliance officers evaluate these options to ensure eSignature processes meet U.S. legal standards and internal controls.
The comparison assists stakeholders responsible for policy, security, and day-to-day CRM operations to determine which approach aligns with compliance, integration, and user experience needs.
Comprehensive, tamper-evident records that capture signer identity, timestamps, IP addresses, and event history to meet UETA and ESIGN evidentiary requirements.
Multiple verification methods including email, SMS one-time passcodes, and options for two-factor authentication to establish signer intent and identity.
Configurable retention policies with exportable records and secure storage that support organizational and regulatory retention obligations in the U.S.
In-CRM or integrated signing flows that maintain record linkage between the signed document and CRM contact, opportunity, or case for traceability.
| Workflow Setting Name and Purpose | Default configuration value for automation |
|---|---|
| Automatic Reminder Frequency and Schedule | 48 hours; three attempts |
| Signature Field Validation and Locking | Lock after signing |
| Audit Trail Retention Duration | 7 years |
| Signer Authentication Method Preference | Email + SMS OTP |
| Document Storage and Linkage Policy | Store PDF in CRM record |
Desktop, mobile, and API access are commonly used; verify browser and OS compatibility and ensure secure network configurations for all signing endpoints.
Confirm that mobile devices have updated OS versions and that organizations enforce device security policies, such as passcodes and remote-wipe capabilities, to maintain compliance and protect signed records.
A clinic digitizes patient intake forms and consent using signNow embedded in CRM contacts
Resulting in compliant recordkeeping and audit-ready evidence for audits.
A brokerage sends purchase agreements from CRM and records signatures with signNow
Leading to traceable, enforceable contracts and faster transactions.
| Feature | signNow (Recommended) | Close CRM |
|---|---|---|
| UETA/ESIGN compliance | Integrates | |
| Native eSignature | ||
| Audit trail detail | Extensive | Basic |
| API for signing |
| Free trial availability | Yes | Yes | Yes | Yes | Yes |
|---|---|---|---|---|---|
| Monthly billing option | Yes | Yes | Yes | Yes | Yes |
| Annual discount available | Yes | Yes | Yes | Yes | Yes |
| API access included | Yes | Yes | Yes | Paid add-on | Yes |
| Advanced admin controls | Yes | Yes | Yes | Yes | Yes |
| HIPAA compliance options | Yes | Limited | Yes | Available | Limited |
