Templates
Reusable templates for bookings, waivers, and supplier contracts with merge fields to auto-populate contact and itinerary details.
Using e signatures standardizes approvals, reduces turnaround time on bookings and vendor contracts, and helps maintain a single source of contact truth while supporting U.S. legal frameworks like ESIGN and UETA.
A travel agent manages client bookings and vendor relationships and needs fast signature turnaround for waivers, booking confirmations, and supplier agreements. They rely on prefilled templates, contact syncing, and audit trails to reduce errors and support follow-up communications across email and CRM platforms.
A corporate travel manager standardizes approval workflows and enforces travel policy for business trips. They require role-based permissions, group-signer sequences for travel authorizations, and retention controls to ensure records meet company policy and regulatory requirements.
Travel agencies, corporate travel departments, and tour operators use e signatures to accelerate approvals and keep contact data centralized across suppliers and clients.
Front-line teams and back-office staff both benefit from fewer manual steps and clearer document ownership when signatures are managed digitally.
Reusable templates for bookings, waivers, and supplier contracts with merge fields to auto-populate contact and itinerary details.
Automatic synchronization of client and supplier records with CRMs to avoid duplicate entries and ensure up-to-date contact information.
Ability to distribute identical documents to large contact lists while recording individual completion and audit trails for each recipient.
Comprehensive logs that record signer IP, timestamps, and document actions to support dispute resolution and compliance reviews.
Granular access controls to restrict sending, template editing, and document retrieval based on team responsibilities.
Developer APIs for embedding signing and contact management into booking platforms and back-office systems for automation.
Two-way contact sync keeps traveler and supplier records current between the e signature platform and CRMs so documents populate automatically and contact updates flow back to the central database.
Direct integration with major cloud drives allows automatic archiving of signed agreements into structured folders, simplifying retrieval for audits and customer inquiries without manual downloads.
Create, edit, and send documents from Google Docs and then convert to signed PDFs while preserving merged contact fields, reducing copy-paste errors and version confusion.
Send identical agreements to multiple recipients using contact lists so group waivers or vendor notices are delivered and tracked in a single campaign with individual audit logs.
| Feature | Configuration |
|---|---|
| Signer Sequence | Sequential signing |
| Reminder Frequency | 48 hours |
| Expiration Policy | 30 days |
| Authentication Method | Email plus optional SMS |
| Retention Policy | 7 years |
Ensure compatibility with common devices and browsers to avoid signer friction and delivery issues.
For best results, test the signing flow on target devices used by travelers and suppliers and enable app updates to maintain security and feature parity.
A tour operator needed a repeatable method to collect signatures from multiple travelers for multi-leg itineraries
Resulting in faster manifest confirmation and fewer last-minute cancellations due to missing approvals.
A regional travel management company required standardized vendor contracts and fast renewals across hotels and transport providers
Leading to reduced contract cycle time and clearer supplier onboarding audit trails.
| eSignature Provider | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| Bulk Send | |||
| API Access | |||
| HIPAA Support | |||
| Native Mobile Apps |
7 years after travel date
5 years from approval
Contract term plus 6 years
7 years per tax guidance
Daily incremental backups
| Provider Plans | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry plan name | Business | Personal | Standard | Essentials | Team |
| API access included | Yes | Yes | Yes | Yes | Yes |
| Bulk Send available | Yes | Yes | Yes | Yes | Yes |
| Starting monthly price | $8 | $10 | $12.99 | $15 | $19 |
| Free trial | Yes | Yes | Yes | Yes | Yes |