Conditional routing
Route calls based on location, role, or document attributes to apply verification only where needed and comply with regional rules.
Call signatory steps add a human-verification layer that helps confirm signer identity and intent, reducing the risk of unauthorized signatures while preserving a simple user experience.
A compliance officer reviews regulatory requirements for phone-based verification, documents evidence retention policies, and specifies what call metadata must be logged to meet ESIGN and UETA standards across transactions.
The signature administrator configures call triggers within the signing workflow, maps phone verification to signer roles, and monitors call success rates and exceptions to maintain process reliability.
These use cases favor call signatory where combining voice contact with electronic records enhances trust and meets industry compliance expectations.
Route calls based on location, role, or document attributes to apply verification only where needed and comply with regional rules.
Optional text transcripts of verbal confirmations provide additional evidence tied to the signature audit trail.
Global dialing and carrier handling reduce failures for cross-border signers.
Tailored messages clarify signer actions and reduce user confusion during verification calls.
Programmatic triggers allow systems to invoke call verification from external applications and CRMs.
Monitor call success, latency, and exception trends to optimize verification policies.
Flexible conditional logic to call only specified recipients, based on role, document type, or geographic rules, reducing unnecessary calls and focusing verification where required.
Secure generation and validation of short numeric codes delivered by call; codes are time-limited and logged with expiration metadata for non-repudiation.
Comprehensive capture of call events including timestamps, call status, duration, and success/failure codes linked directly to the signed document record.
Automated fallback to SMS or email when calls fail, ensuring higher completion rates and preserving a clear trail of attempted verification methods.
| Workflow Setting Name and Configuration | Default configuration values shown below |
|---|---|
| Reminder frequency for outstanding signatures | 48 hours; two retries |
| Verification code expiration time | 10 minutes |
| Fallback channel after call failure | SMS with one-time code |
| Maximum call attempts per signer | 3 attempts |
| Audit log retention period | Seven years encrypted |
When implementing, evaluate device network conditions, carrier restrictions, and whether the signing experience will prefer in-app verification or out-of-band calls to maintain accessibility and reliability.
A clinic needs to confirm patient consent remotely and assigns a call signatory step to send a one-time code by phone
Ensures a verifiable acceptance recorded in the audit trail, resulting in stronger evidence for compliance with HIPAA recordkeeping.
A lending team requires identity confirmation before final signoff and triggers a verification call to the borrower with instructions and a confirmation code
Leading to reduced risk of fraudulent closings and clearer provenance for ESIGN compliance and loan audits.
| Feature or Criteria for Comparison | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Mobile app availability for verification | |||
| Bulk Send verification support | |||
| In-call one-time code delivery | |||
| Offline signing with queued verification | Limited |
Log call events at transaction time.
Keep recent logs readily accessible for dispute resolution.
Retain records per industry regulations and contract law.
Periodic checks before secure deletion.
Ensure encrypted backups for long-term storage.
| Plan and Price Comparison | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level monthly starting price | From $8 per user per month billed annually | From $10 per user per month | From $9.99 per user per month | From $19 per user per month | From $15 per user per month |
| API access included | Available with API plans | Available with certain plans | Available with business plans | Available with paid plans | Available with paid plans |
| Enterprise contracts and SSO | Enterprise with SSO and compliance | Enterprise with SSO | Enterprise with SSO | Enterprise with SSO | Enterprise with SSO |
| HIPAA-ready options | Offered via BAAs on qualifying plans | Offered via BAAs | Offered via BAAs | Offered via BAAs | Offered via BAAs |
| Free tier or trial availability | Free trial or limited free use | Free trial available | Free trial available | Free trial available | Free trial available |
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Rassemblez les membres de l'équipe dans un environnement sécurisé et partagé. Gérez les documents, utilisez des modèles de formulaires et des notifications pour créer une collaboration inter-organisation plus efficace. Libérez votre personnel des actions répétitives afin qu'ils puissent se concentrer sur des tâches précieuses et cruciales pour l'entreprise.
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