Templates
Create reusable booking confirmations and vendor agreements with prefilled fields, conditional logic, and merged contact data to reduce repetitive entry and maintain consistent formatting across properties.
Signed electronic agreements via compliant eSignature providers are enforceable under ESIGN and UETA in the United States; maintain audit trails and signer authentication to support legal admissibility.
Responsible for account provisioning, security configuration, single sign-on setup, and BAA management. Typically sets retention policies and integration credentials, and oversees enterprise provisioning for multiple properties to ensure consistent access and compliance.
Uses templates to send and manage guest agreements, collects signatures at check-in, and ensures signed documents are attached to the guest profile. Requires limited administrative privileges and clear workflows to avoid data exposure or template modification.
Create reusable booking confirmations and vendor agreements with prefilled fields, conditional logic, and merged contact data to reduce repetitive entry and maintain consistent formatting across properties.
Distribute the same agreement to many recipients at once while tracking individual signing progress and generating per-recipient audit records for group check-ins or mass vendor updates.
Connect to Gmail, Google Drive, Dropbox and CRM systems to sync contacts and archive signed documents automatically into the property management or accounting workflow.
Full, timestamped records of actions, IP addresses, and authentication steps that support dispute resolution and internal audits without manual logging.
Multiple signer verification options, including email access codes and optional two-factor methods to align signature assurance with transaction risk levels and regulatory needs.
Administrative controls to restrict who can send, edit, or access signed documents, supporting segregation of duties between reservations, front desk, and finance teams.
signNow integrates with Gmail including add-ons and API connectors to save signed documents to Google Drive and populate templates from contact data, while enabling send-from-inbox workflows that minimize switching between systems in front-desk operations.
Both signNow and Streak workflows can export signed PDFs to Dropbox or Google Drive, but signNow provides more automated folder routing and naming conventions to support centralized archival across multiple properties.
signNow connects to popular CRMs and supports webhook-based updates to Streak pipelines; this enables pipeline status changes when documents are signed, reducing manual status updates in reservations and sales workflows.
signNow supports conditional fields and prefilled data merges for rate-level clauses and guest preferences, which reduces manual edits and ensures consistent contract terms across seasonal rate changes.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Expiry | 30 days |
| Auto-Archive | On completion |
| Notification Recipients | Reservations, Finance |
| CRM Sync Interval | 15 minutes |
Web, modern mobile browsers and iOS or Android apps cover most hospitality device profiles for creating, sending, and signing documents.
Ensure devices run supported OS versions and have stable internet; offline viewing is limited and bi-directional sync depends on connected CRM and cloud storage settings.
A hotel needs standardized contracts for group reservations and sends tailored agreements from CRM to the event organizer
Resulting in faster confirmations and clearer audit records that streamline billing and reduce manual reconciliation.
A property manages multiple vendors for housekeeping and catering and centralizes contracts for compliance
Leading to consistent vendor onboarding with traceable contract history and fewer compliance gaps during audits.
| Criteria | signNow (Recommended) | Streak CRM |
|---|---|---|
| eSignature Functionality | Full-featured | Limited |
| Template Automation | Advanced | Basic |
| Bulk Send | ||
| HIPAA / BAA Support |
7 years standard
7 years or contract-specific
Daily snapshots
Annual audit
Automated after retention
| Pricing Feature | signNow (Recommended) | Streak CRM | Free Tier | Starting Price | Primary Focus |
|---|---|---|---|---|---|
| Plan Examples | Business, Business Premium, Enterprise | Free, Solo, Pro, Enterprise | Free plan available | From $8/user/month | eSignature workflows and compliance |
| Free Tier Details | Limited trial and constrained sends | Fully functional free tier for basic CRM use | Yes, Streak free exists | Free tier available | Basic CRM usage and small teams |
| Paid Entry Price | From about $8/user/month billed annually | Paid plans from $15/user/month | N/A | From $8/user/month | Signature-heavy operations |
| Enterprise Options | Custom enterprise pricing with SSO and BAA | Enterprise with advanced controls | Contact sales | Custom pricing available | Large multi-property deployments |
| Best Fit | Properties needing compliant eSign and templates | Teams needing pipeline CRM inside Gmail | N/A | Price varies by plan | CRM-centric contact and pipeline management |