Invoicing
Custom invoice creation with line items, taxes, and payment terms tailored to contracting work.
A single app that combines invoicing, document signing, and storage reduces duplicated work, shortens payment cycles, and keeps project records consistent and searchable across devices.
A sole tradesperson who handles quoting, invoicing, and contract signing themselves. They need a mobile-friendly solution that lets them issue invoices on-site, collect signatures electronically, and archive signed agreements for tax and warranty records without complex IT.
A crew-based business with a project manager and on-site technicians. They require role-based access, shared templates, consolidated invoicing, and audit trails that preserve signature integrity across client agreements and subcontractor paperwork.
Contractors, small trade teams, and independent service providers commonly use combined invoicing and eSignature tools to streamline administration.
The right app reduces routine administrative tasks, supports compliance, and scales from single-operator businesses to small crews who share access and responsibilities.
Custom invoice creation with line items, taxes, and payment terms tailored to contracting work.
Legally binding signatures that comply with ESIGN and UETA for U.S.-based agreements.
Reusable invoice and contract templates to standardize billing, change orders, and subcontract agreements.
Send multiple invoices or agreements at once to repeat clients or project lists.
Issue invoices and collect signatures on-site using phones or tablets without losing audit data.
Immutable logs showing signer identity, timestamps, and document events for legal readiness.
Two-way integration that lets you import contract text from Docs and export final signed agreements back to shared folders for collaborative editing and consistent document formatting across teams.
Connect to common CRMs to sync client records, automatically populate invoice fields from contact profiles, and track outstanding invoices alongside customer interactions.
Automatic saving of signed invoices and contracts to Dropbox or other cloud storage to centralize records and simplify backups for bookkeeping and compliance.
Create industry-specific invoice and contract templates with fixed clauses, conditional fields, and prefilled payment terms to reduce errors and speed issuance.
| Workflow Automation Setting and Value | Configuration |
|---|---|
| Reminder Frequency for Sign Requests | 48 hours |
| Default Expiration Period for Documents | 30 days |
| Signature Authentication Level per Signer | Email or SMS |
| Sequential Signing Order Enforcement Setting | Enabled |
| Data Retention Policy for Signed Files | 7 years |
Ensure the app supports the devices and browsers you use in the field and office to avoid compatibility issues during invoicing and signing.
Verify that mobile apps support signing and template use on small screens, and confirm desktop browser compatibility for administrative tasks to keep field crews and office staff aligned.
A general contractor sends an invoice and a signed change order together to a homeowner to reduce back-and-forth.
Resulting in faster payment cycles, clearer scope documentation, and a retained, auditable record for warranty and tax purposes that supports bookkeeping and potential dispute resolution.
A subcontractor prepares standardized invoices and subcontract agreements for multiple sites using templates to ensure consistency.
Leading to more consistent contract terms across projects, reliable audit trails for compliance, and simplified reconciliations with general contractor billing systems.
| Signing Feature and Compliance Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Audit trail detail | Full event log | Full event log | Full event log |
| Bulk Send capability | |||
| Mobile offline signing | Limited |
Retain active project invoices for 1 year.
Keep signed invoices and receipts for at least 3 to 7 years.
Store signed contracts for the duration of warranty plus additional years.
Preserve related documents until resolutions and appeals conclude.
Follow industry-specific retention requirements when applicable.
| Plan name and typical entry tier | signNow Business | DocuSign Personal/Standard | Adobe Sign Individual | Dropbox Sign Essentials | PandaDoc Free eSign |
|---|---|---|---|---|---|
| Starting monthly price (approximate) | From $8/user/month | From $10/user/month | From $9.99/user/month | From $8/user/month | Free tier available |
| API access availability | Available on paid plans | Available on paid plans | Available on business plans | Available on paid plans | Available on paid plans |
| Bulk Send / mass signing | Included on business plans | Included on higher tiers | Included on business plans | Limited availability | Available on paid tiers |
| Mobile signing support | iOS and Android apps | iOS and Android apps | iOS and Android apps | Mobile-friendly web and apps | Mobile-friendly web |
| Enterprise features and support | Tiered enterprise options | Comprehensive enterprise suites | Enterprise-level admin and SSO | Business and enterprise tiers | Advanced features on paid plans |