Custom Line Items
Support detailed billing for hours, flat fees, media buys, licensing, and reimbursable expenses with separate tax treatment and optional unit types.
Standard templates ensure consistent billing across campaigns, simplify client approvals, and reduce disputes by clarifying deliverables, payment terms, and fees in a single, repeatable format.
An Accounts Manager uses the template to generate client-specific invoices, include purchase order references, attach supporting documents, and route the invoice through internal approval paths before sending for signature and payment.
A Freelance Producer issues invoices for hourly and flat-fee work, documents usage rights for produced content, and relies on template fields to make billing transparent and to speed client payment cycles.
Agencies, independent producers, in-house marketing teams, and media buyers commonly rely on specialized invoice templates for consistent billing and recordkeeping.
These templates reduce manual work, support audit trails, and provide a single source of truth for payment terms and deliverable descriptions.
Support detailed billing for hours, flat fees, media buys, licensing, and reimbursable expenses with separate tax treatment and optional unit types.
Show or hide fields such as usage territory, license term, or creative revisions based on project type or client settings to reduce clutter.
Sequential and parallel signature routing for account, legal, and client approvers, with defined signer roles and notifications.
Immutable logs of who viewed, signed, and modified invoices, with timestamps and IP data to support compliance and disputes.
Centralized templates for different services and clients, with version control and access permissions to ensure consistency.
Triggers for reminders, archival, and accounting exports to reduce manual follow-up and speed collections.
Use a template as a base document within Google Docs, populate fields from a contact or CRM export, and send for eSignature without reformatting, preserving audit metadata and signed copies.
Integrate with CRM platforms to auto-fill client contact, project, and PO data into invoice templates, trigger sends on contract milestones, and reconcile invoicing with opportunity records.
Connect to Dropbox or Google Drive to save signed invoices automatically, maintain folder structures by client or campaign, and implement retention policies centrally.
Link templates to accounting software to push invoice lines, synchronize payment status, and reduce duplicate data entry during month-end reconciliation.
| Feature | Value |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Auto-archive Completed | Enabled |
| Notification Recipients | Sender and Admin |
| Retention Period | 7 years |
Ensure templates and signing workflows function across devices and browsers used by clients and internal teams.
For best results, validate templates on desktop and mobile, test signature flows in target browsers, and confirm attachments render correctly across devices before broad deployment.
A mid-size agency issues consolidated monthly invoices that group retainer fees and campaign expenses by client
Resulting in faster approvals and lower days sales outstanding for agency finance teams.
A freelance videographer bills per-project milestones, usage licenses, and travel expenses
Leading to fewer disputes and predictable cash flow for independent contractors.
| Criteria | signNow | DocuSign |
|---|---|---|
| ESIGN/UETA compliance | Compliant | Compliant |
| Audit trail detail | Detailed | Detailed |
| Bulk Send capability | Included | Add-on |
| Mobile app signing |
Within 7 days of deliverable
Net 30 or agreed terms
7 days after due date
30 days after due date
Minimum 7 years
| Plan / Vendor | signNow | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level Price (monthly) | Starts $8/user/month | Starts $10/user/month | Starts $9.99/user/month | Starts $10/user/month | Starts $19/user/month |
| Free trial | Yes | Yes | Yes | Yes | Yes |
| API access | Included | Included | Included | Included | Included |
| Bulk Send | Included | Add-on available | Included | Included | Add-on available |
| BAA / HIPAA support | BAA available | BAA available | BAA available | Contact sales | BAA available |