Digital signature for Financial Services migration to signNow with industry-compliant solution
- Best ROI
- Superior customer service
- Code-free API
- Scales with you
Why switch from DocuSign to signNow?
No renewal fees
Global compliance
Enterprise-grade features for less
An intuitive signing experience
Seamless integration into your apps
Highest-rated customer support
signNow regularly wins awards for ease of use and setup
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Learn how to easily transfer documents and templates from DocuSign to signNow
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How to download templates from DocuSign
- 01. Log in to your DocuSign account and go to the Templates tab.
- 02. Select the template you’d like to download and click Use > Download next to it.
- 03. The template will be downloaded to your device in ZIP format.
Note: To download multiple DocuSign templates at once, select all the templates you need and click More > Download in the action panel above your templates.
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How to upload DocuSign templates to signNow
- 01. Log in to your signNow account.
- 02. Hover over the Upload or Create button in the top right corner and select Migrate Template from DocuSign in the dropdown.
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03. Click Select File in the pop-up window and upload DocuSign templates from your device.
Note: You can upload an unlimited number of templates at a time but their file size must not exceed 50 MB.
- 04. Uploaded templates are saved to the Templates folder where you can use them to create signature invites or signing links.
Templates imported from DocuSign retain all the fillable fields and signer role settings, so you don’t have to spend time reconfiguring your templates in signNow.
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How to export a list of your DocuSign account users and upload it to your signNow organization
To download a list of your DocuSign account users, follow these steps:
- 01. Log in to the DocuSign Admin app and select Users.
- 02. (Optional) Use the Search and Filter controls to select the set of users to download. The download will include only the set of users currently displayed.
- 03. On the Users page, click Download Users.
That’s it. The downloaded .csv file will include user emails, their status, user names, job titles, permission profiles, dates added, and groups.
To upload a list of DocuSign users to your signNow organization, you’ll need to change the format of the .csv file downloaded from DocuSign by converting it to .xls or .xlsx format. Your .xls document may look like this:
Note: Your .xlsx or .xls file must contain an Email column. The First Name and Last Name columns are optional. All other columns will be ignored.
Once you’ve prepared the .xls file, follow these steps:
- 01. Click Admin Console or Add User in your signNow account.
- 02. Click Invite Users From .XLS >Choose File and upload the .xls file with user details from your device.
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How to authenticate users in your organization to signNow via SSO (Single Sign-on)
Single sign-on allows users of your organization to save time by securely logging into several applications using the same ID and password.
signNow supports single sign-on authentication through SAML and LDAP protocols. Supported identity providers:
- Azure Active Directory
- Active Directory Federation Services (ADFS)
- Okta
- Ping Identity
- OneLogin
Note: to enable the SSO login, contact our support team via the live chat at www.signnow.com or by emailing support@signnow.com.
Enterprise-grade security and compliance
Join over 28 million airSlate SignNow users!
Simplify your day-to-day with signNow
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This chart represents a partial list of features available in signNow and DocuSign.
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DocuSign | |
|---|---|---|
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Send documents for eSignature
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HIPAA and CFR Part 11 Compliant
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Native integrations with NetSuite, SharePoint, Dynamics, Salesforce, Microsoft 365, and other popular solutions
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Extra cost | |
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Fast time to value
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Can take weeks to implement | |
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Transparent pricing
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High renewal rates, overage fees, and additional cost for support | |
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24/7 live chat support
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Available on all paid plans | Requires custom quote |
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Send in bulk
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Business Premium (15$ per month) | Business Pro ($40 per month) Business Pro starts at $40 per user per month |
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Unlimited templates
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Available on all paid plan | Requires custom quote |
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Payments
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Available on Enterprise ($30 per month) Enterprise plan for airSlate SignNow starts at $30 per month |
Business Pro ($40 per month) Business Pro starts at $40 per user per month |
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Send to sign via SMS
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Available on all paid plans | Extra cost |
How to proceed with digital signature for Financial Services migration to signNow
Would you like to transform your existing counter-productive digital signature workflows into streamlined and more cost-efficient operations? Then, it’s high time you eliminate your existing services and replace them with signNow! Our platform allows for more than simply letting you affix an eSignature. It provides all the extra capabilities you need to improve your whole document workflow cycle while complying with data protection requirements relevant to the Financial Services industry.
Make a frictionless migration to signNow in six easy steps
- Explore signNow’s capabilities. Check out how signNow’s capabilities can address any inefficiencies that presently hinder your document management workflows.
- Pick the right plan. Check out different plans and pricing options provided by signNow. Identify the plan that fits your business needs best.
- Experience signNow firsthand. Register for a free trial to see how this revolutionary document management solution works in practice.
- Have your documents ready for migration to signNow. If, after your free trial, you find that all checks out well, start preparing your documents for the transition - we provide numerous integrations with your file storage and productivity tools to smooth out this process.
- Create a workspace and onboard your colleagues. Invite your teammates to join in and leverage our educational resources to help your team take full advantage of signNow.
- Create and start your first digital signature workflow. Make the most of our useful set of eSignature and annotation, and editing tools and integrations to design your streamlined and automated workflows from the ground up.
signNow offers beyond what you’d expect from an eSignature platform. It’s an all-in-one document workflow automation solution that scales with the volume of the work you do. signNow will let you cut costs and provide the best return on your investment. Don’t wait any longer - make your smart move today!
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FAQs
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What makes signNow a better alternative to other eSignature solutions?
signNow offers a superior alternative to other tools because, unlike other tools, it provides outstanding ease of use and a significant number of native integrations at a competitive cost. Also, our plans enable you not to overspend on tools you don’t use. We help you get the maximum out of any plan you pick. In addition, signNow serves as a critical component within the airSlate product ecosystem. By leveraging this solution, you can access comprehensive document workflow automation, streamlining and enhancing your company operations. -
What are the advantages of using signNow?
signNow provides efficient and swift document management that gives a solution for electronically creating, editing, and eSigning documents. It’s an affordable option, with plans adaptable enough to accommodate the needs of any company, no matter its size. The solution prioritizes protection, providing pro tools to protect confidential information. Finally, signNow allows for facilitated collaboration and streamlined workflows. -
Is it fairly priced to make migration to signNow’s digital signature?
Sure. We developed signNow with a focus on productivity and providing best value for your money. By offering a platform that minimizes needless tools, you only pay for what you need. Furthermore, it flawlessly integrates into your existing workflow, and its intuitive design considerably boosts your team’s input. -
Is digital signature for Financial Services migration to signNow safe?
signNow wholeheartedly commits to safeguarding your information. It also consistently keeps a weather eye on national and international safety updates, ensuring that our process of digital signature for Financial Services migration to signNow stays safe, no matter what. signNow keeps the required frameworks in place to allow businesses to adhere to leading data protection rules, including CCPA, HIPAA, and GDPR. Beyond adherence, we also safeguard your information with ehterprise-grade safety steps such as SOC 2 Type II and PCI DSS certification, along with powerful 256-bit encryption. -
Does signNow provide the materials for an effortless digital signature for Financial Services migration?
signNow gives extensive help throughout your migration process. Our platform comes with features to ensure your existing paperwork and templates migration effortlessly without disrupting your workflow. Additionally, we offer training materials to help your team swiftly catch up on your new platform.
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