Custom templates
Create reusable construction invoice templates with prefilled sections for project codes, retention, tax rates, and accepted payment methods so teams can produce consistent invoices quickly without reformatting each time.
The Project Manager prepares the invoice, compiles attachments like photos and inspection reports, and confirms milestone completion. They act as the primary contact for invoice content questions and initiate the approval workflow to the finance team.
The Club Treasurer or finance officer verifies costs against budgets, confirms tax treatment and payment terms, approves invoice payment or requests changes, and ensures invoices are recorded in accounting systems for audit trails.
Create reusable construction invoice templates with prefilled sections for project codes, retention, tax rates, and accepted payment methods so teams can produce consistent invoices quickly without reformatting each time.
Manage granular charge entries for labor, materials, subcontractors, and equipment with unit pricing, quantity, and optional markup fields to ensure transparent billing and easier reconciliation against contracts.
Attach multiple supporting documents such as timesheets, delivery receipts, photos, permits, and lien waivers to each invoice so approvers can verify charges without separate email threads.
Define multi-step approval sequences for treasurers, project managers, and facility directors so invoices move through the correct reviewers automatically and consistently.
Capture legally binding signatures from signers with audit trails and authentication options to finish approvals and create a tamper-evident record for payment processing.
Connect invoices into accounting, CRM, and document storage systems so financial data syncs automatically and reduces rekeying errors during closeout.
| Workflow setting name and configuration | Default configuration values used by signNow for invoice routing |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Sequence | Project Manager > Treasurer > Director |
| Retention Release Trigger | Final inspection approved |
| Auto-attach documents | Enable receipts and photos |
| Late fee calculation | Apply after 30 days |
Mobile and desktop compatibility ensures project teams and administrators can review and sign invoices from the office, site, or on the go.
Ensure file sizes and image formats are supported before uploading site photos or scanned receipts; smaller PDFs and compressed images improve mobile performance and reduce upload failures.
A district invoices for field demolition, subgrade work, drainage, and turf installation with staged payments tied to milestones
Resulting in faster verification and timely release of retained amounts to the contractor.
A community club bills for HVAC replacement, lighting upgrades, and court resurfacing with a single consolidated invoice including subcontractor waivers
Resulting in clear audit documentation that speeds municipal reimbursement and grant reporting.
| Feature, compliance and support criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legal recognition under US law | |||
| Integrated audit trail availability | Complete | Complete | Complete |
| Bulk sending for multiple invoices | |||
| Offline signing support | Limited | Limited |
7 years
Until grant closeout plus 3 years
6 years
Within 30 days of milestone completion
Net 30 or as contracted
| Pricing and plan comparison | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | HelloSign |
|---|---|---|---|---|---|
| Plan types available | Business, Business Premium | Personal, Standard, Business Pro | Individual, Teams, Enterprise | Essentials, Business, Enterprise | Essentials, Business, Enterprise |
| Starting monthly price per user | $8 per user | $10 per user | $9.99 per user | $19 per user | $15 per user |
| Free or trial options | Free trial available | Free trial available | Free trial available | Free eSign plan available | Free trial available |
| Advanced automation and templates | Template and automation add-ons | Advanced CLM available | Automation via Acrobat | Strong document workflows | Template-focused features |
| Enterprise features and SSO | Enterprise plans with SSO available | Enterprise SSO available | Enterprise SSO available | SSO and enterprise plans | Enterprise SSO available |