Bulk Send
Send customized proposals to multiple properties or decision-makers in a single operation while maintaining unique fields per recipient and tracking delivery and signature status.
A focused proposal tool reduces repetitive formatting, standardizes contract language across properties, and shortens decision cycles by combining pricing, financing, and signature into one secure workflow.
Responsible for presenting portfolio-level proposals to hotel owners, the Regional Sales Manager uses templates and aggregated savings calculations to compare financing options across multiple properties and maintain version-controlled proposals for contract negotiation.
Focused on site validation, the Facilities Director reviews technical attachments and schedules inspections; they rely on clear audit trails and attachments to coordinate between installers, energy consultants, and corporate procurement for fast approvals.
Sales and facilities teams collaborate to evaluate sites, present proposals, and secure approvals from ownership or management companies.
Larger hotel groups distribute these responsibilities across regional teams, using templates and permissions to keep documents consistent and auditable.
Send customized proposals to multiple properties or decision-makers in a single operation while maintaining unique fields per recipient and tracking delivery and signature status.
Define multi-step approval sequences where facilities, finance, and legal sign in order, with conditional routing based on project size or location to enforce internal controls.
Sync proposal status, contact data, and signed documents with CRM systems to provide sales forecasting and project handoff without manual export and import.
Programmatic access to send documents, fetch status, and download signed PDFs so property management systems and procurement portals can automate lifecycle events.
Capture property-specific variables like meter IDs and utility tariffs to ensure proposals include the precise inputs required for accurate financial modeling.
Operational dashboards show pending approvals, time-to-sign metrics, and outstanding proposals so regional managers can prioritize follow-ups.
Template libraries let teams standardize contract language, financing options, and technical annexes for different property classes, reducing review cycles and ensuring consistency across regional proposals.
Integrated calculators automate system sizing and estimated energy savings, enabling sales teams to provide accurate ROI figures and multiple financing scenarios without manual spreadsheets.
Secure electronic signing captures signer identity, timestamps, and IP data while preserving the signed PDF and maintaining a verifiable audit trail for future compliance and enforcement.
Centralized cloud storage organizes proposals, attachments, and versions with retention controls so legal and operations teams can retrieve records on demand.
| Setting Name for Workflow Automation | Configuration |
|---|---|
| Reminder Frequency for signer notifications | Every 72 hours |
| Proposal Expiration timeframe for offers | 30 days |
| Signer Order for approvals and signatures | Sequential only |
| Document Retention policy for signed files | 7 years |
| Attachment size limit per document | 50 MB |
A midscale hotel needed a rooftop array evaluation completed within a tight maintenance window and required clear attachment of site photos and roof reports
Resulting in a signed agreement within ten days and a scheduled installation window.
A regional operator planned upgrades for 20 properties and required consistent contract terms and central approval workflow
Leading to standardized contracts across sites and faster consolidated procurement decisions.
| Feature and compliance criteria list | signNow (Featured) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Audit trail and tamper-evident seals | |||
| Bulk Send capability | |||
| Native mobile app availability | iOS/Android | iOS/Android | iOS/Android |
| Provider header row | signNow (Featured) | DocuSign | Adobe Acrobat Sign | PandaDoc | HelloSign |
|---|---|---|---|---|---|
| Starting price per user per month | Starts at $8/user/month | Starts at $10/user/month | Starts at $12/user/month | Starts at $19/user/month | Starts at $15/user/month |
| Includes API access | Available on higher tiers | Available on higher tiers | Available on higher tiers | Available on higher tiers | Available on higher tiers |
| Mobile app included | Yes | Yes | Yes | Yes | Yes |
| Compliance and enterprise features | Basic to advanced enterprise options | Enterprise compliance options | Enterprise-grade compliance | Business and enterprise plans | Business and enterprise plans |
| Free trial or demo availability | Free trial available | Free trial available | Free trial available | Free trial available | Free trial available |