- Electronic Signature
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Release notes signNow integrations
Learn about signNow’s latest updates and releases.
SignNow MCP Server Adds Full Signing Lifecycle
SignNow expands its MCP server capabilities so you can manage the entire signing workflow directly through your AI agent. Based on early adopter feedback, this update introduces document preview before sending, support for existing documents and file uploads, invite management with cancellation and resend options, and enhanced invite parameters including expiration, reminders, and signer authentication. You no longer need to switch to the SignNow UI to handle common tasks like following up on pending signatures, recovering from a misdirected invite, or generating a quick signing link to share via Slack or email.
The updated toolset lets you upload files and convert them into reusable templates, search your existing documents by name or signing status, and preview any document before confirming recipients. When sending invites, you can now set expiration days, automatic reminder intervals, custom email subjects, and authentication requirements — all within the AI conversation. A new one-step pre-fill tool creates a document from a template and populates fields in a single call, replacing what previously required multiple steps. You can also generate one-time signing links that recipients can use without a SignNow account, cancel pending invites, and resend reminders to specific signers who haven't yet signed.
Generate Documents From Salesforce Data Using Apex Actions
SignNow for Salesforce now supports document generation combined with e-signature in a single automated workflow. Using the new SignNow Apex actions in Salesforce Flow, you can create documents populated with live Salesforce data — including single-line values and dynamic tables — and send them for signing automatically, without leaving your Salesforce environment. This eliminates the need for separate document generation and e-signature tools and lets your team embed document generation directly into existing Salesforce automation, driving faster deal completion across your signing workflows.
To get started, your Salesforce admin prepares a DOCX template with merge tags and a Document Flow with pre-configured recipients, then adds the SignNow document generation Apex action in Flow Builder. When the Flow runs, SignNow pulls the relevant Salesforce data, generates the completed document, and creates the signing invite automatically. If anything needs attention — such as a template or configuration issue — the admin receives a clear notification describing the problem and how to resolve it.
New SignNow App for SharePoint Online
SignNow introduces a redesigned SharePoint Online integration built on the Native Integration framework, delivering a more streamlined experience for sending, signing, and managing documents directly within your SharePoint environment.
Admins now have greater control over templates, document flows, and custom actions, while end users benefit from a more intuitive sending experience — whether working with files from SharePoint folders or SignNow templates. The updated integration also introduces proper support for self-signing, so you can sign documents without leaving SharePoint.
To get started, install the SignNow for SharePoint app and log in using your SignNow credentials, Google, or Microsoft account via OAuth.
Admins can upload and manage templates, add fillable fields, map template fields to SharePoint data, configure document storage settings, and create custom actions for sending templates or files.
End users can select one or more files from a SharePoint folder, choose a SignNow template from a SharePoint list, or send documents through custom actions — all with a complete guided sending flow. You can also track all sends directly within each record.
Salesforce: New apex action (4/1/2026)
New Send SignNow Freeform Invite Apex Action.
HubSpot: Custom actions (4/1/2026)
Custom actions are reusable buttons in HubSpot for your most common signature requests. For example, you can create a Send Agreement button and add it to Contacts. Each time a user needs to send an agreement to a customer, they click the button directly from the Contacts record.
Documentation: Admin tools | SignNow
Salesforce: New Apex Actions (01/12/2026)
The following new Apex actions are now available:
• Get SignNow Editor URL
• Get SignNow Send Invite URL
• Get SignNow Document Group
• Reassign SignNow Invite
• Send SignNow Invite via SMS
• Create SignNow Embedded Invite
• Get SignNow Embedded Signing Session URL
Updated: SignNow for Microsoft Word 365 and Excel 365
With the simple SignNow add-in, users can send documents for signing directly from Word 365 or Excel 365 without switching apps or emailing documents back and forth. All users need to do is open a Word document or Excel spreadsheet, start the add-in, add fillable fields, insert a signature in Word or add a signature to Excel, assign recipients, and send the document for signing. Once it’s signed, a completed copy is automatically saved to their OneDrive.
Learn more about the add-in here:
SignNow for Microsoft Word 365 and Excel 365
New guide: SignNow connector for Microsoft Power Automate
The guide provides step-by-step instructions for integrating SignNow actions into automated workflows, along with detailed descriptions of each action. Start building your automation with the SignNow eSignature connector. Use it to send documents for signature, track signing status, replace recipients, and more—all triggered by the events you choose.
New guide: Conditional signing workflows in SignNow for Salesforce
The SignNow for Salesforce integration allows you to build flexible, automated document workflows. We've published a new guide showing how to configure a common scenario: conditionally sending a contract to one or two signers based on data in your Salesforce record.
Learn how to set up this flow in our documentation: https://docs.signnow.com/docs/signnow/salesforce-conditional-contract-sending
NEW: HubSpot integration
The SignNow app for HubSpot allows users to send documents for signatures, create templates, pre-fill data, update records with field mapping, and track signatures directly from HubSpot records.
Documentation link
NEW: SignNow extension for QuickBooks Online
Send documents for signing directly from your QuickBooks records using a simple Chrome extension. This guide will help you install, set up, and effectively use the extension.
Invites Status widget for Salesforce
Use the Invites Status widget to track documents from Salesforce records.
The widget allows you to view signing dates and recipient actions, correct eSignature invites, and more.
Invites Status widget and custom records for NetSuite
Use the Invites Status widget to track documents from NetSuite records.
The widget allows you to view signing dates and recipient actions, correct eSignature invites, and more.
Send HTML/PDF templates with text tags from NetSuite
NetSuite admins can insert tags for fillable fields (text, signatures, initials, dates, checkboxes, and others) into HTML and PDF templates for document generation. When a recipient opens a document containing text tags, these tags are automatically converted to fillable fields.
Apex actions for Salesforce
Salesforce admins can set up eSignature invites for the following scenarios:
Custom Salesforce reports
Generate custom reports to review the status of all documents sent through SignNow from your Salesforce organization.
Getting started with the SignNow application for NetSuite
Send documents for eSignature from any NetSuite record in one click. You can:
Updated guide to getting started with the SignNow application for Salesforce
To begin using the SignNow application within your Salesforce organization, you need to install it first. The SignNow app allows Salesforce users to quickly sign and send documents from the CRM. With the SignNow app, you can:
Save documents with history (SharePoint)
Track all changes made to a document with detailed information about emails, timestamps, and IP addresses. Select Receive document with history when setting up a signature invite for a single document or merged documents.
Select a destination folder for signed documents (SharePoint)
Define where you’d like to save your completed document:
- save to the original folder
- create a signNow folder in the SharePoint site
- select an existing folder
Define the name of your sent document (SharePoint)
Set up the naming structure of completed documents to quickly find and organize them.
Merge documents (SharePoint)
Select multiple documents to save or send them for signature as a single document. Rearrange a document order by dragging and dropping them.
Rename a document before sending (SharePoint)
Enter a new name for your document in the pop-up window before sharing it with recipients.
Pre-fill and send documents with signNow (SharePoint)
Pre-fill signNow templates with the data from SharePoint lists and send them for signature. Select a template to pre-fill, map fillable fields, customize your signature invite email, and receive a completed document back to the SharePoint Document library.
Log in using EU servers (SharePoint)
Users utilizing Europe data centers can log in to signNow by selecting the EU server.
Faster signNow site installation (SharePoint)
A SharePoint Admin can automatically install the signNow extension to all existing and new sites — saving time for organization members submitting install requests.
Send email attachments for signature in clicks (Microsoft Outlook)
Receive an email and send a .doc, .docx, .pdf, .xls, .xlsx, .ppt, .pptx, .jpg, .jpeg, or .png attachment for legally-binding signatures without leaving your account. Close deals and get your requests and invoices approved and signed in seconds, no need to switch between apps or download any software.
Customize your signature invite (Microsoft Outlook)
Keep your invite clear and understandable by adding a customized email message and CC recipients.
Add your legally-binding signature (Microsoft Outlook)
Open your Outlook attachment in signNow to easily sign it. You can type, draw, or upload an image of your handwritten signature.
Upload documents with text tags (Microsoft Dynamics 365)
Upload a document that contains simple text tags to any Dynamics 365 record. Easily edit and configure fillable fields converted from text tags once you open the document in signNow.
Download records with document history (Microsoft Dynamics 365)
Download the history of a signed document from the Status tab. View timestamps and IP addresses associated with any actions taken on your document.
Make your documents easier to complete by adding Date fields (Microsoft Word/Excel)
Easily insert text tags for date fields anywhere in your Word or Excel document. Once the document is opened in signNow, these text tags will be automatically converted to date fields.
Onboard users faster with the new start page (SharePoint Online)
Easily onboard new users with the intuitive authorization flow.
Open a document using signNow (SharePoint Online)
Open any SharePoint document using signNow to add fillable fields, set a signing order, or add your legally-binding signature.
Check a document’s signing status (SharePoint Online)
View who signed your document and when without leaving SharePoint.
Easily manage signed documents (SharePoint Online)
Save signed documents to the SharePoint folder of your choice or create a new folder on the current SharePoint site.
Save documents from signNow (SharePoint Online)
Automatically export all signed documents from signNow to the SharePoint folder of your choice or create a signNow folder on the current SharePoint site.
signNow for SharePoint is available on the AppSource
Sign, send, track, and store documents without leaving SharePoint. Learn more about the integration here.
Meet the signNow Chat Bot for Workplace from Facebook
Send documents and templates for signing within your secure Workplace while chatting with friends or teammates on any desktop or mobile device. Learn more about the Chat Bot here.
Check out signNow’s latest updates and releases for Microsoft Teams
Documents
- Upload multiple documents
Account owners can add multiple documents from Desktop, Recent Microsoft files, and Microsoft Teams folders to their signNow Documents folder and check the status of their uploads.
- Monitor document upload progress with the status bar
Track the status of uploads when switching between tabs or adding more documents. Collapse or close the status bar when needed.
- Save documents to your Microsoft Teams folder
Save a copy of your document or shared signNow document to any Microsoft Teams folder.
- Share documents faster with Invite via Link
Create signing links for documents and share them via chat, channels, meetings, or emails.
- Rename documents and templates
Rename your documents and templates to easily locate them in your folders.
Shared Documents
- Save documents to your Microsoft Teams folder
Save a copy of your document or shared signNow document to any Microsoft Teams folder.
Templates
- Share templates faster using Invite via Link
Create signing links for templates and share them via chat, channels, meetings, or emails. Add your signing link to the Website tab so teammates can easily complete your document.
- Rename templates
Rename templates to easily locate them in your folders.
Document Groups
- Upload multiple documents
Account owners can add multiple documents from Desktop, Recent Microsoft files, and Microsoft Teams folders to the signNow Document Groups folder and check the status of their uploads.
- Rename a Document Group
Rename Document Groups to easily locate them in your account.
- Select where to save a completed Document Group
Automate the process of saving a completed Document Group to your Microsoft Teams/SharePoint folder. Go to Send Group for Signing > Advanced settings and select a destination folder at Teams/SharePoint, where copies of signed documents from a Document Group will be saved.
Microsoft Teams Bot
- Get notifications for a completed Document Group
Get Bot notifications once a Document Group has been completed and all documents have been saved to the selected Microsoft Teams folder. Click the notification card to instantly open a Document Group in signNow or from a SharePoint folder with completed documents.
Add e-signatures to Microsoft Teams
Integrate signNow's advanced e-signing capabilities with Microsoft Teams to increase the productivity of your team, speed up signature cycles, and delight clients and customers.
Connect your DocuShare account to signNow
Export signed documents from signNow to your DocuShare account.
Get signatures faster with Sign in Person (signNow ServiceNow)
ServiceNow users can now start a Sign in Person session from any type of record. Sign in Person events are clearly marked in the Status Report, and signed documents are attached and updated in the record. Sign in Person session hosts can add a signer’s email as well as CC so they both receive signed copies.
Save time sending attachments for signing (signNow Netsuite)
Netsuite users can now select any DOCX or PDF file attached to a Netsuite record and add fillable fields before sending it for signing via signNow.
Reduce manual work with bulk sending (signNow Netsuite)
Netsuite users can now select multiple contact records to send documents for signing in one go. Each signer will receive their own copy of the document.
Stay on top of the signing process, org-wide (signNow Netsuite)
Netsuite org admins can now track the signing status of all documents in their org in a single Send Status Report. This report can be filtered by Date, Date Range, Sender, Status, and Record.
Streamline your Sign in Person experience for the signNow Netsuite integration
Automatically generate branded documents for the Sign in Person mode.
Explore the Sign in Person experience for signNow’s NetSuite app
- Use signNow templates for Sign in Person to automatically populate the fields of your document with data from a NetSuite Record
- Create customizable Shortcut buttons for Sign in Person and get instant access to your most used templates
Add e-signature capabilities to Slack with the signNow app
- Invite people to sign documents without leaving Slack
- Check signature status of the documents sent in the channel
- Request signatures from multiple signers and set the order of signing
- signNow for Slack works both for members of your workspace and for other signers
- Signed documents uploaded to Slack and to signNow account
Check out new updates for the signNow Netsuite App
- Signing in person customer can now automatically receive their signed copy: just add their email before starting the Sign in Person session.
- New signature statuses allow users quickly check out the process of signing for one or multiple signers.
- Simplified app settings management is now available to Netsuite organization admin in a dedicated Settings panel.
Please note that Coming Soon feature release dates may vary. Release dates for these features are all subject to change and serve as a preview for what we’re currently working to add or improve.
Please note that Coming Soon feature release dates may vary. Release dates for these features are all subject to change and serve as a preview for what we’re currently working to add or improve.
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