Templates
Global and property-level templates with dynamic fields and conditional logic that reduce manual edits and standardize language across contracts, notices, and waivers while supporting quick customization for group or corporate clients.
Embedding eSignatures into the CRM shortens contract cycles, keeps documents linked to guest records, and reduces manual entry errors, which improves operational consistency across front desk, sales, and events teams.
Manages group contracts and corporate accounts, sends proposals from the CRM, and tracks signature status to confirm deposits and room blocks. Also coordinates contract amendments and stores final agreements in the guest or account record for accounting and audit.
Prepares registration forms and waivers for arrivals, sends links to guests for remote signature, and ensures completed documents are attached to reservations. Maintains quick access to signed policies for check-in and dispute resolution.
Sales, events, and front-desk teams commonly rely on in-CRM eSignatures to streamline contracts and guest communications.
Integration reduces administrative handoffs and keeps signed documents accessible to operations, revenue management, and compliance teams.
Global and property-level templates with dynamic fields and conditional logic that reduce manual edits and standardize language across contracts, notices, and waivers while supporting quick customization for group or corporate clients.
Bi-directional sync that maps reservation and customer fields to documents, updates signature status in the guest profile, and stores completed PDFs in the CRM for accounting and audit purposes.
Ability to send the same document or invoice to many guests or attendees simultaneously, tracking each recipient independently and importing signer lists from CSV or CRM segments to streamline mass communications.
Comprehensive, timestamped history of each signing event showing IP addresses, authentication method, and signer actions to support disputes and regulatory reviews.
Responsive signing experience for SMS and mobile email that supports in-person touch or remote completion, suitable for guests on arrival or remote check-in procedures.
Role-based permissions and granular document access settings that limit who can send, view, and modify templates or stored signed documents across properties and corporate offices.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Field Prefill Source | CRM fields |
| Document Retention | 7 years |
| User Notifications | Email and SMS |
Verify OS, browser, and mobile compatibility before deploying esignature with your CRM to avoid user friction.
Ensure staff devices run supported browser versions and that mobile devices can receive SMS or email links; confirm CRM API credentials and firewall rules to enable reliable sync and file transfer between systems.
A sales team sends a group contract from the CRM to a planner with defined pick-up and attrition terms
Resulting in faster deposit collection and earlier room block confirmations for the hotel
A front desk sends a registration form and liability waiver to arriving guests via SMS or email link
Leading to shorter check-in queues and documented consent for hotel policies
| Feature | signNow (Recommended) | DocuSign |
|---|---|---|
| HIPAA compliance | Limited | |
| CRM native connectors | ||
| Bulk Send capability | ||
| Mobile offline signing |
| Plan | signNow (Featured) | DocuSign | Adobe Sign | HelloSign |
|---|---|---|---|---|
| Free Tier | Limited | No | No | Yes |
| Starting Monthly Price | $8 per user | $10 per user | $12 per user | $15 per user |
| Advanced features | Business tier | Business Pro | Business & Enterprise | Business |
| Enterprise options | Available | Available | Available | Available |
| Annual discounts | Yes for annual | Yes | Yes | Yes |