Manage Your signNow Contacts and Documents in a CRM
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How to manage signers and documents in the signNow CRM
signNow automatically saves the contacts you interact with to its brand new CRM. You can access the database anytime to view or edit signer contact information, review or download the documents you’ve exchanged, or quickly send another document for signature.
Access your contacts in one click
Click Contacts in the left-hand navigation menu to open the CRM and view your signer profiles.
Add contacts to your database
Your contacts are automatically added to the CRM once a document transaction is initiated. However, you can also add a contact manually by clicking Add Contact.
Edit contact details
Specify a signer’s name, phone number, company information, address, and additional details at any time.
View document transactions
Once you select any of your existing contacts, you can view all the documents you’ve sent for signature or received from them. Having documents sorted by contacts makes it much easier to send documents for signature, track signatures, reply to other people’s signature invites, and manage document turnover.
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Add your legally binding signature
Create your signature in seconds on any desktop computer or mobile device, even while offline. Type, draw, or upload an image of your signature.
Integrate via API
Deliver a seamless eSignature experience from any website, CRM, or custom app — anywhere and anytime.
Send conditional documents
Organize multiple documents in groups and automatically route them for recipients in a role-based order.
Share documents via an invite link
Collect signatures faster by sharing your documents with multiple recipients via a link — no need to add recipient email addresses.
Save time with reusable templates
Create unlimited templates of your most-used documents. Make your templates easy to complete by adding customizable fillable fields.
Improve team collaboration
Create teams within signNow to securely collaborate on documents and templates. Send the approved version to every signer.
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Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to manage contacts and documents in a crm.
Stay mobile while eSigning
Install the signNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and manage contacts and documents in a crm later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate signNow into your business applications to quickly manage contacts and documents in a crm without switching between windows and tabs. Benefit from signNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to manage contacts and documents in a crm and include a charge request field to your sample to automatically collect payments during the contract signing.
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Why choose signNow
- Free 7-day trial. Choose the plan you need and try it risk-free.
- Honest pricing for full-featured plans. signNow offers subscription plans with no overages or hidden fees at renewal.
- Enterprise-grade security. signNow helps you comply with global security standards.
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FAQs online signature
What is the signNow CRM?
signNow automatically saves the profiles of your signers, so you can easily keep track of the people you exchange documents with. Each profile contains detailed contact information that can be edited or updated at any time. In addition, you can view all the documents you’ve exchanged with each of your contacts, making it easy to manage your eSignature workflows.Can I manually add contacts to the CRM?
Sure, just head over to Contacts in the navigation menu and click the Add Contact button. You can then enter a contact’s personal information and save the profile for future use.How do I update or edit a contact’s details?
When viewing the contacts list, click ⋯ next to the contact you want to edit and then click Edit Contact. You will be able to edit a person’s contact information, company details, and address. Please note that you cannot edit the email address of an existing contact.Can I remove contacts from my contact list?
Of course, you can delete contacts you no longer need whenever you want. Simply click ⋯ next to the contact you want to delete and then click Remove Contact. Then, confirm your action.Will all the documents associated with a contact be deleted once I remove them from the CRM?
Deleting a contact will not affect the documents you’ve exchanged with the profile. You will find them all in the Documents folder (or other folders) of your signNow account.How do I send a document for signature to one of my contacts?
It’s very simple. You can either click Send Invite next to any of your contacts on the list in the CRM or select the profile you need and click the Send Invite button in the sidebar on the left. You can then upload your document, add fillable fields, and send an invite.How do I manage documents displayed in a contact profile?
You can easily review any document you’ve exchanged with any of your contacts and track their status. To save a signed document to your device, click Download next to the document you need. To see the full range of actions you can do with a document, click the More button next to it. For example, you can email a document to someone else, print it, export it to a third-party cloud storage service, view a document’s history, and more.
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