PCI DSS Compliant: SignNow's CRM Vs HubSpot

Check out the reviews of the airSlate SignNow CRM vs. Hubspot to compare the benefits, features, tools, and pricing of each solution.

No credit card required
See how it works!Click here to sign a sample doc

Award-winning eSignature solution

Overview of PCI DSS compliant signNow's CRM vs HubSpot

PCI DSS compliant signNow's CRM vs HubSpot compares how signNow integrates with CRM systems while maintaining controls relevant to payment card data handling and related workflows. This comparison focuses on technical and administrative controls, authentication options, audit logging, and document storage practices within a U.S. regulatory context. It explains how signNow’s eSignature features and integration patterns differ from HubSpot’s native document and CRM capabilities, with attention to minimizing merchant PCI scope, preserving ESIGN and UETA validity, and aligning operational controls for organizations that accept or reference payment card information in signed agreements.

Why review PCI DSS compliance for signNow and HubSpot integrations

Understanding PCI DSS relevant differences helps organizations choose an eSignature and CRM pairing that limits cardholder data exposure, maintains lawful electronic signature practices under ESIGN/UETA, and fits existing security controls without expanding compliance scope.

Why review PCI DSS compliance for signNow and HubSpot integrations

Common compliance and integration challenges

  • Identifying whether cardholder data enters CRM records versus being tokenized or referenced externally can be technically complex and require architecture changes.
  • Ensuring consistent authentication strength across CRM and eSignature platforms is difficult when teams use mixed single sign-on and local accounts.
  • Maintaining complete, immutable audit trails for signed documents while keeping PCI scope limited involves careful storage and access controls.
  • Coordinating vendor attestations and documentation for PCI DSS responsibilities requires clear contract terms and documented responsibilities.

Representative user profiles

IT Administrator

An IT Administrator configures API integrations, SSO, and firewall rules for signNow and HubSpot, ensuring that document storage and webhooks are routed through approved, monitored endpoints to limit PCI scope.

Compliance Officer

A Compliance Officer documents control mappings, reviews vendor SOC and PCI evidence, maintains retention schedules, and validates that the combined signNow and HubSpot setup meets ESIGN, UETA, and PCI DSS expectations for electronic records.

Typical users and team roles for PCI-aware eSignature integrations

IT, security, compliance, and sales operations teams commonly evaluate signNow integrated with HubSpot CRM to manage signed agreements while controlling payment data exposure.

  • IT and security teams: design integration architecture and enforce encryption and access controls.
  • Compliance and legal teams: map obligations under PCI DSS, ESIGN, UETA, and HIPAA where applicable.
  • Sales operations: configure templates, routing, and automation to avoid collecting cardholder data in CRM fields.

Cross-functional coordination is essential: legal and compliance define requirements, IT implements controls, and sales operations adapts workflows to preserve customer experience.

Additional capabilities to evaluate for secure integrations

Consider these additional features when designing signNow-HubSpot processes that must meet PCI DSS and U.S. electronic signature laws.

SSO support

SAML-based single sign-on and identity provider integration reduce credential sprawl and help enforce MFA across both signNow and HubSpot user bases.

Template library

Reusable templates with preconfigured fields and recipient roles limit errors and ensure consistent redaction or exclusion of payment fields from CRM syncs.

Conditional logic

Field-level conditional logic can route users to external payment pages instead of exposing payment inputs within the signed document workflow.

Webhook notifications

Real-time webhooks notify HubSpot when a document is signed, allowing status updates without transferring sensitive data into CRM records.

Role-based routing

Multi-recipient and routing order controls support internal approvals while preserving secure payment capture pathways.

Configurable retention

Policy-driven retention settings enable alignment with recordkeeping requirements and minimize unnecessary retention of sensitive references.

be ready to get more

Choose a better solution

No credit card required

Key signNow features relevant to PCI-aware CRM workflows

These capabilities in signNow support integrating with HubSpot while reducing cardholder data scope and preserving legal and security requirements in U.S. contexts.

Document storage

Secure, encrypted document repositories let you keep signed files and signature metadata in a controlled environment separate from the CRM to avoid storing PAN in HubSpot.

Access controls

Role-based permissions and team-level controls permit administrators to limit which users can view or export signed documents, supporting least-privilege access when payment information is referenced.

Audit trail

Comprehensive signature events, IP addresses, timestamps, and device metadata create an immutable record suitable for legal support and compliance review under ESIGN and UETA requirements.

API integration

REST API endpoints support sending envelopes, retrieving signed documents, and connecting to tokenization or payment gateways so card entry can remain off-CRM.

How signNow and HubSpot typically work together

This sequence shows a common pattern for sending documents from HubSpot while keeping sensitive payment entry outside the CRM to limit PCI scope.

  • Document trigger: HubSpot workflow initiates signNow envelope
  • External payment: Payer completes payment on processor site
  • Signature capture: signNow records signatures and metadata
  • Back-reference: HubSpot stores confirmation, not PAN
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month

Quick setup: Connect signNow to HubSpot with PCI considerations

Follow these high-level steps to integrate signNow with HubSpot while reducing cardholder data exposure and preserving auditability.

  • 01
    Assess data flow: Map where cardholder data could appear
  • 02
    Configure tokenization: Use payment processor tokens externally
  • 03
    Enable SSO: Use SAML or identity provider
  • 04
    Restrict CRM fields: Remove or mask payment data fields

Audit trail setup and management checklist

Follow these steps to ensure audit trails for signNow transactions remain complete, tamper-evident, and accessible for compliance reviews.

01

Enable logging:

Activate detailed event logging
02

Capture metadata:

Record IP, timestamp, device details
03

Store immutably:

Use write-once or versioned storage
04

Export capability:

Enable secure export for audits
05

Retention settings:

Apply policy-aligned retention
06

Access controls:

Restrict log access to auditors
be ready to get more

Why choose airSlate SignNow

  • Free 7-day trial. Choose the plan you need and try it risk-free.
  • Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
  • Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Start free trial
illustrations signature

Recommended workflow settings for PCI-aware integrations

Use these example workflow settings when configuring signNow with HubSpot to keep cardholder data out of CRM records while maintaining signature integrity.

Setting Name Configuration
Reminder Frequency 48 hours
Signer Authentication MFA or SMS
Routing Order Signer then approver
Document Retention 90 days minimum
Webhook Notifications Enabled for status updates

Supported platforms for signNow and HubSpot integration

Both signNow and HubSpot operate on modern web browsers and support common mobile platforms, enabling integration across desktop and mobile user workflows.

  • Supported Browsers: Chrome, Edge, Safari
  • Mobile OS: iOS and Android
  • Desktop OS: Windows and macOS

For secure deployments, ensure browsers and mobile OS are kept current, enable TLS, and confirm that any local integrations or browser extensions meet your organization’s security and endpoint protection standards before exchanging sensitive references.

Security controls to verify

Encryption at rest: AES-256 encryption for stored documents
Transport security: TLS 1.2+ for data in transit
Access controls: Role-based permissions and SSO integration
Authentication options: Multi-factor and SAML support
Audit logging: Immutable event trails for signatures
Vendor attestations: SOC and compliance statements available

Industry examples showing practical choices

These examples illustrate how organizations limit PCI DSS exposure when using signNow with HubSpot CRM for signed agreements referencing payment information.

Healthcare provider

A mid-sized clinical practice used signNow to collect consent forms where payment authorization was referenced but cardholder data was never stored in HubSpot CRM.

  • They configured signNow to capture payment references and redirect payment flows to a PCI-compliant processor.
  • This reduced PCI scope in HubSpot and preserved clinical sign-off workflows.

Resulting in maintained compliance while keeping patient administrative records separate from payment data.

Payment-enabled retailer

An online retailer integrated signNow with HubSpot to manage order forms while routing card entry to a tokenization provider outside the CRM.

  • Signatures and order confirmations remained archived in signNow, not as raw PAN in HubSpot.
  • The separation allowed audit-ready signature trails without expanding card storage responsibilities.

Leading to clearer vendor responsibility delineation and simplified PCI attestation for the retailer.

Best practices for secure and compliant integrations

Adopt these operational and technical practices to reduce PCI scope and maintain compliant eSignature and CRM workflows in the United States.

Segregate payment capture from CRM storage
Configure payment capture to occur on PCI-compliant processors or tokenization providers and store only non-sensitive references or tokens in HubSpot. Document the data flow and enforce masking or removal of any PAN fragments from CRM fields.
Enforce centralized identity and MFA
Use SAML-based SSO and require multi-factor authentication for administrative accounts in both signNow and HubSpot to reduce the risk of credential compromise and meet access control expectations.
Maintain comprehensive audit trails
Ensure signNow captures immutable signature events, timestamps, and IP/logging data and that these trails are retained according to your retention policy for compliance and evidentiary purposes.
Document vendor responsibilities
Clearly document the division of responsibilities for PCI, data handling, retention, and breach notification in contracts and internal control mappings to support audit readiness.
Connect airSlate SignNow to your apps
Check out airSlate SignNow integrations
Data accuracy, security, and compliance
airSlate SignNow is committed to protecting your sensitive information by complying with global industry-specific
Learn more about security

FAQs: PCI DSS compliant signNow's CRM vs HubSpot

This FAQ addresses common technical and compliance questions when pairing signNow with HubSpot CRM in environments where PCI DSS considerations apply.

Feature and compliance checklist: signNow versus HubSpot and DocuSign

A concise availability and capability comparison focused on features that affect PCI DSS scope, signature validity, and integration behavior.

Security and compliance feature criteria signNow (Recommended) HubSpot CRM DocuSign
PCI DSS scope minimization Partial
Native CRM eSignature
API-based tokenization support Limited
Immutable audit trail Basic
be ready to get more

Get legally-binding signatures now!

Start your free trial

Document retention and review timeline

Establish a retention and review schedule that aligns with legal needs and PCI DSS guidance for signed records and related security logs.

Immediate retention review:

Confirm initial storage policies within 7 days

Quarterly audit checks:

Review access logs and retention settings quarterly

Annual compliance assessment:

Include integration in annual PCI/QSA review

Retention purge policy:

Purge documents per policy after retention period

Breach response review:

Update procedures within 30 days of incident

Risks and potential compliance consequences

Expanded PCI scope: Higher audit burden
Data breach exposure: Regulatory fines possible
Invalid signatures: Legal disputes risk
Customer trust loss: Reputational damage
Operational disruption: Remediation costs
Contractual penalties: Vendor liability claims

Pricing and plan feature overview across vendors

This table compares plan-level availability of core features relevant to PCI-aware eSignature and CRM integrations across vendors commonly considered in U.S. environments.

Plan or Feature signNow (Featured) HubSpot CRM DocuSign Adobe Sign PandaDoc
Free or entry-level tier Limited free trial available Free CRM tier exists Trial and limited plans Trial available Free trial available
eSignature included Yes in paid plans Add-on or limited Core paid feature Core paid feature Core paid feature
PCI-relevant guidance Documentation and best practices Guidance limited Security whitepapers Compliance resources Security guidance
API access availability Available in business plans Available via add-ons Available in developer plans Available in enterprise Available in business plans
Enterprise security options SAML, SSO, retention controls SSO and permissions Advanced security suites Enterprise administration SSO and advanced roles
walmart logo
exonMobil logo
apple logo
comcast logo
facebook logo
FedEx logo

Explore Advanced Features

Discover More eSignature Tools

be ready to get more

Get legally-binding signatures now!

Start free trial
Company
Forms
Pricing
Resources
Knowledge base
Products
© 2026 airSlate Inc. All rights reserved.
English