Maintaining PCI DSS compliance reduces breach risk, legal exposure, and operational interruptions for organizations handling cardholder data in CRMs or signing workflows.
A Security Officer evaluates vendor attestations, requires documented encryption practices and access logs, and coordinates quarterly PCI assessments to ensure the signing and CRM integration does not expand cardholder data scope.
A Sales Manager configures templates and workflows to avoid capturing card numbers directly, relies on tokenized payment references, and ensures customer-facing signing steps meet UX and compliance expectations.
Security, compliance, and payments teams often lead evaluations that balance risk, workflow continuity, and vendor responsibilities.
Decision-makers commonly choose solutions that minimize PCI scope, provide clear evidence trails, and integrate with existing payment processors.
Ability to store and reference payment tokens instead of raw card data, reducing the portion of systems that fall under PCI DSS scope and simplifying merchant responsibilities.
Comprehensive, tamper-evident logs that record signer identity, timestamps, IP addresses, and document changes to support forensic analysis and compliance evidence collection.
Granular permission settings that limit who can view or export payment-related fields and templates, reducing the number of privileged accounts with potential cardholder data access.
Strong encryption for data at rest and in transit with clear key management practices to meet PCI technical requirements and protect stored tokens and documents.
| Setting Name | Configuration |
|---|---|
| Payment token retention | Store tokens only |
| Reminder Frequency | 48 hours |
| Document expiration | 90 days |
| Audit log retention | 365 days |
| Access review cadence | Quarterly |
Verify that mobile, tablet, and desktop clients use secure channels and do not cache card data in local storage.
Ensure device policies enforce encrypted storage, disable screenshots where necessary, and configure single sign-on and mobile device management to control access and reduce the risk of cardholder data exposure across endpoints.
A retail chain collects signed consents via signNow integrated with a tokenized payment gateway
Resulting in fewer requirements during quarterly PCI assessments and simpler evidence collection.
A healthcare provider obtains patient billing authorizations through a CRM that references payment tokens
Leading to clearer compliance boundaries and consistent audit trails while meeting HIPAA and PCI obligations.
| Capability | signNow (Recommended) | Zendesk Sell |
|---|---|---|
| Tokenization support | ||
| Tamper-evident audit trail | ||
| Native payment processing | ||
| Granular role permissions |
| Pricing Comparison | signNow (Recommended) | Zendesk Sell | DocuSign | Adobe Sign | HelloSign |
|---|---|---|---|---|---|
| Entry-level monthly price | $8 per user per month billed annually | $19 per user per month billed monthly | $10 per user per month billed annually | $9.99 per user per month billed annually | $15 per user per month billed annually |
| Enterprise annual price tier | Custom enterprise pricing with volume discounts | Custom quotes for sales suites | Enterprise plans with advanced controls | Enterprise pricing on request | Business plans with team features |
| PCI-related feature availability | Tokenization support and secure audit logs available | Relies on external payment gateways | Robust compliance controls and logs | Advanced security features for enterprises | Basic audit logs and encryption |
| API access and limits | REST API with eSignature endpoints and reasonable rate limits | Zendesk APIs focus on CRM objects, not eSignature | DocuSign comprehensive eSignature API with broad limits | Adobe Sign API with rich integrations | HelloSign API with limited enterprise features |
| Storage and retention terms | Document storage included with configurable retention policies | Attachments stored per Zendesk policy | DocuSign storage with retention settings | Adobe offers document storage options | HelloSign includes limited storage |
