Overview of SignNow Integrations

SignNow empowers organizations to streamline their document workflows by integrating seamlessly with over 21 leading business platforms. Whether you’re managing contracts in Salesforce, storing files in Google Drive, or automating processes with Power Automate, SignNow’s integrations are designed to simplify electronic signature management and boost productivity. This overview will guide you through the benefits, types, and setup of SignNow integrations, helping you unlock the full potential of your digital document processes.

Benefits of Using SignNow Integrations

Integrating SignNow with your existing business tools brings a host of advantages that go beyond simple e-signature functionality. By connecting SignNow to platforms like Salesforce, NetSuite, G Suite, Dropbox, and more, you can:

• Eliminate manual data entry — Automatically populate documents with CRM or ERP data, reducing errors and saving time.
• Centralize document management — Store, send, and track documents without switching between multiple apps.
• Automate repetitive tasks — Use workflow automation tools to trigger document actions, such as sending for signature or archiving completed files.
• Enhance collaboration — Enable teams to work together on documents in real time, regardless of location or device.
• Maintain compliance and security — Ensure sensitive documents are handled securely and in accordance with industry regulations.

Types of Available Integrations

SignNow offers a wide range of integrations to fit the needs of any organization. These include:

• CRM Integrations — Connect with Salesforce and NetSuite to manage contracts, proposals, and customer agreements directly within your CRM.
• Cloud Storage Integrations — Link SignNow with Google Drive, Dropbox, OneDrive, Box, and Egnyte to store and access documents from your preferred cloud platform.
• Productivity Suite Integrations — Integrate with G Suite (Google Workspace) and Microsoft Office 365 for seamless document creation, sharing, and signing.
• Workflow Automation Integrations — Use Power Automate and Zapier to automate document processes across thousands of apps.
• Payment Solutions — Collect payments during the signing process by connecting Stripe, PayPal, or Venmo to your SignNow account.
• Document Management Integrations — Work with platforms like SharePoint and Egnyte for advanced document control and collaboration.

For a complete and up-to-date list of integrations, visit www.signnow.com/integrations.

Popular Integration Platforms

SignNow’s most popular integrations are designed to meet the needs of businesses of all sizes and industries. Here’s a closer look at some of the top platforms:

• Salesforce — Manage and send documents for signature directly within Salesforce, auto-populate data, and track status without leaving your CRM.
• NetSuite — Streamline ERP workflows by sending and managing documents for signature within NetSuite.
• G Suite (Google Workspace) — Send, sign, and manage documents using your Google account, with easy access for all users in your domain.
• Dropbox — Request signatures and store signed documents directly from your Dropbox account, supporting multi-signer workflows and mobile access.
• Power Automate — Automate document workflows across Microsoft and third-party apps, reducing manual intervention.
• SharePoint — Send documents for signature and automatically save signed copies back to SharePoint for centralized management.
• Zapier — Connect SignNow with over 5,000 apps to automate document actions and notifications.
• Egnyte — Securely manage, send, and sign documents within Egnyte’s content platform.

How to Set Up and Connect Integrations

Getting started with SignNow integrations is straightforward. Most integrations can be enabled in just a few steps, allowing you to quickly connect your favorite tools and start streamlining your workflows. Here’s a general process to follow:

1. Choose your integration — Visit the SignNow Integrations page to find the platform you want to connect.
2. Follow the setup instructions — Each integration has a dedicated guide with step-by-step instructions. For example, to connect Dropbox, simply authorize SignNow to access your Dropbox account and start sending documents for signature.
3. Configure permissions and settings — Adjust user permissions, document access, and workflow settings to fit your organization’s needs.
4. Test the integration — Send a test document to ensure everything is working as expected before rolling out to your team.

For detailed setup guides, visit the SignNow Help Center.

Managing Documents Across Integrated Platforms

With SignNow integrations, managing documents becomes effortless and highly organized. You can:

• Export signed documents automatically — Set up auto-export to cloud storage platforms like Google Drive, Dropbox, OneDrive, Box, Egnyte, and Docushare.
• Archive and retrieve files — Keep all signed documents in one place for easy access and compliance audits.
• Assign multiple signers — Send documents to one or more recipients directly from your integrated platform, tracking status in real time.
• Sync across devices — Access and manage documents from any device, whether you’re in the office or on the go.

These features ensure your document management is both secure and efficient, reducing the risk of lost files and manual errors.

Automating Workflows with Integrations

One of the most powerful aspects of SignNow integrations is the ability to automate document workflows. By connecting with tools like Power Automate and Zapier, you can:

• Trigger document actions — Automatically send documents for signature when a new record is created in your CRM or when a file is uploaded to cloud storage.
• Update records instantly — Sync signed document status back to your CRM, ERP, or project management tool.
• Reduce manual intervention — Let automation handle repetitive tasks, freeing your team to focus on higher-value work.

For example, you can set up a workflow where a signed contract in Salesforce is automatically saved to Google Drive and the customer record is updated — all without manual input. This level of automation not only saves time but also ensures consistency and accuracy across your business processes.

Security and Compliance in Integrations

Security and compliance are at the core of every SignNow integration. When you connect SignNow to your business tools, you can trust that your documents are handled with the highest standards of protection. Key security features include:

• End-to-end encryption — All documents and data are encrypted during transfer and storage.
• Access controls — Set granular permissions for users and teams to ensure only authorized personnel can view or sign documents.
• Audit trails — Every action taken on a document is logged, providing a complete history for compliance and legal purposes.
• Regulatory compliance — SignNow supports compliance with major regulations such as GDPR, HIPAA, and SOC 2, making it suitable for industries with strict data requirements.

By integrating SignNow with your existing platforms, you maintain a secure, compliant environment for all your electronic signature needs.

Troubleshooting Common Integration Issues

While SignNow integrations are designed for simplicity, occasional issues can arise. Here are some tips for resolving common problems:

• Authentication errors — Ensure you have the correct permissions and that your accounts are properly linked. Re-authenticate if necessary.
• Document sync issues — Check your integration settings to confirm auto-export or sync features are enabled. Review folder permissions in your cloud storage platform.
• Workflow automation failures — Review your automation rules in Power Automate or Zapier for errors or missing steps. Test with sample documents to identify where the process breaks down.
• Access or permission problems — Make sure users have the appropriate access rights in both SignNow and the integrated platform.

If you need further assistance, visit the SignNow Help Center or contact Support here.

Frequently Asked Questions

Related articles