eSignature
Secure electronic signing with ESIGN/UETA compliance, flexible signature placement, and multiple signer workflows to support guest and vendor agreements across properties.
Electronic signatures executed through compliant platforms like signNow generally meet U.S. legal standards under ESIGN and UETA; when evaluating Close CRM, confirm whether signed documents originate from a purpose-built eSignature provider and that audit trails meet evidentiary needs.
Properties managers configure templates, manage team permissions, and monitor compliance across multiple locations. They coordinate integration settings between the CRM and signNow, define retention schedules, and review audit trails to ensure operational consistency and legal readiness for audits or disputes.
Front desk agents use mobile signing to complete guest check-in paperwork, collect digital signatures on waivers, and attach signed PDFs to the guest record in the CRM. They rely on prefilled templates and clear signing prompts to minimize guest friction and speed transactions.
Secure electronic signing with ESIGN/UETA compliance, flexible signature placement, and multiple signer workflows to support guest and vendor agreements across properties.
Reusable templates reduce manual entry for reservation agreements, NDAs, and waivers and support prefilled fields using CRM data to speed guest onboarding.
Send identical documents to many recipients at once for group bookings, event contracts, or mass policy acknowledgements while tracking individual status.
Comprehensive logs capture signer identity, timestamps, IP addresses, and document history to support compliance and dispute resolution.
Native or connector-based integrations to CRM, PMS, Google Workspace, and cloud storage to centralize signed records and automate updates.
REST API for custom integrations with property management systems, allowing automated document generation and retrieval across large hospitality portfolios.
Sync templates and drafts directly from Google Docs, enabling staff to develop and update contract language in familiar tools and push finalized versions into signNow for signature capture and audit logging.
Bi-directional connectors or API integrations allow guest fields to populate contract templates and return signing status and document links to the guest record inside the CRM for single-source truth.
Automatic archival to Dropbox, Google Drive, or other cloud storage providers keeps signed documents in property-level folders and supports backups for audit and recovery workflows.
Native mobile apps and responsive web signing let front desk and events staff obtain legally binding signatures on tablets or phones while maintaining a complete timestamped audit trail.
| Workflow Automation Default Configuration Names | Default configuration used for workflows and templates |
|---|---|
| Email Reminder Frequency Configuration Setting | 48 hours before due date |
| Document Retention Policy Configuration | 7 years for signed guest agreements |
| Signer Authentication Level Configuration | Email plus SMS verification |
| Template Version Control Configuration | Maintain active and archived templates |
| Post-Signature Archival Configuration | Sync signed PDF to CRM document store |
Modern hospitality workflows require cross-platform support so staff can send and sign documents from desktop, tablet, or mobile without losing audit or compliance details.
Evaluate device fleets at each property, confirm supported browsers and mobile OS versions, and validate offline or cached signing workflows if front desk connectivity is intermittent to avoid operational interruptions.
The property uses signNow templates auto-filled from the CRM to create short-stay agreements
Resulting in improved throughput during peak arrival windows and clearer audit records.
Event coordinators combine CRM lead data with signNow Bulk Send to distribute contracts to multiple vendors
Leading to faster vendor onboarding and reduced manual follow-up work.
| Feature and Compliance Comparison Table | signNow (Recommended) | Close CRM | Cloudbeds |
|---|---|---|---|
| Native eSignature Availability Across Platforms | Limited | Limited | |
| Bulk Send and Mass Signatures Support | |||
| API and Integration Options Available | REST API | REST API | Public API |
| HIPAA and ESIGN Compliance Support | Supported | Not primary | Varies |
Seven years for guest agreements is common practice.
Retain for five years; daily backups recommended.
Keep for tax and audit periods per jurisdiction.
Support GDPR requests and local privacy rules as required.
Store encrypted backups in a separate region.
| Pricing and Plans Comparison | signNow (Recommended) | Close CRM | Cloudbeds | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|---|---|
| Starting monthly price (approximate) | From $8 per user per month | From $29 per user per month | Custom per property pricing; contact sales | Personal $10; Standard $25 monthly | From $14.99 per user per month |
| Free trial or demo availability | Free trial available; credit card optional | 14-day trial with features | Demo and pilot by request | Free trial available | Free trial with Adobe ID |
| Enterprise contract options available | Yes; enterprise agreements and volume pricing | Yes; enterprise onboarding support included | Yes; enterprise-level contracts offered | Yes; enterprise and global agreements | Yes; enterprise licensing available |
| Support and onboarding channels | Email, chat, and documentation; paid onboarding options | Email support and higher-tier SLA options | Dedicated onboarding and account teams | Phone and email support options | 24/7 enterprise support available |
| Hospitality-specific integration notes | API and connector support for PMS/CRM; flexible template workflows | Sales-focused CRM integrations; requires connectors for PMS | Built for hospitality property management and guest workflows | Broad ecosystem integrations; partner connectors available | Deep Adobe ecosystem integrations and partners |