Templates
Reusable, job-specific templates ensure consistent capture of site, contract, tax, and line-item details across projects and subcontractors.
Standardized digital receipts improve payment traceability, reduce administrative errors, accelerate reconciliation, and provide verifiable evidence of delivery and acceptance across construction stakeholders.
Project Managers create and review receipts on site and in the office to confirm deliveries, track retainage, and approve change orders. They need clear job-level details, signature capture, and quick mobile access to prevent delays in approvals and downstream invoicing.
Accounts Payable clerks ingest receipts into accounting systems, match line items to POs and contracts, and ensure retention for audits. They require structured data, reliable audit trails, automated validations, and integrations with ERP or bookkeeping tools.
Project teams, accounting staff, and subcontractors all interact with receipts at different stages of a construction workflow.
Aligning roles and responsibilities for receipt creation and approval reduces errors and improves payment timelines across projects.
Reusable, job-specific templates ensure consistent capture of site, contract, tax, and line-item details across projects and subcontractors.
Timestamped logs record every action on the receipt, including views, edits, signatures, and downloads for compliance and dispute resolution.
Field personnel can complete and sign receipts on phones or tablets, capture photos of deliveries, and attach them directly to the record.
Distribute standardized receipts or acknowledgment requests to many subcontractors or suppliers at once to streamline mass confirmations.
Show or hide fields depending on job type, contract clauses, or payment method to reduce errors and speed completion.
Export receipt data for job cost reports, tax preparation, and progress billing reconciliation across multiple projects.
Create receipts from document templates, push finalized PDFs back to Drive, and keep a single source of truth for project paperwork across field and office teams.
Map receipt fields to customer or job records in your CRM and post payment details to ERP systems to automate reconciliation and job costing.
Automatically archive signed receipts into project folders with searchable filenames and folder-level access controls for audits and owner reviews.
Trigger downstream processes, notify teams, or update databases automatically when receipts are completed and verified.
| Setting Name | Configuration |
|---|---|
| Signature Workflow | Sequential approval |
| Reminder Frequency | 48 hours |
| Retention Period | 7 years |
| Access Control | Role-based |
| Notification Channels | Email and SMS |
Create and sign construction receipts from modern browsers, mobile apps, and tablets to support both field and office workflows.
Ensure browser versions and mobile OS releases meet minimum security standards and enable offline signing only where the solution supports secure local storage and later synchronized audit logs.
A subcontractor submits a digital receipt after a completed framing milestone with itemized labor and material costs
Resulting in faster payment cycles, fewer disputes, and a clear audit trail for retention and lien defense.
A supplier uploads a receipt when equipment is delivered and inspected on-site
Leading to accurate job costing, timely invoicing, and reduced equipment disputes during project closeout.
| Capability or Comparison Criterion | signNow (Recommended) | DocuSign |
|---|---|---|
| Mobile device signing and access | ||
| Bulk Send mass distribution capability | ||
| Offline signing with sync support | ||
| Native integrations with Drive and Dropbox |
| Plan / Pricing Tier | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Starting price per user | From $8 per user/month billed annually | From $25 per user/month | From $15 per user/month | From $19 per user/month | From $15 per user/month |
| Templates and reusable forms included | Included in business plans | Included in standard plans | Included in most plans | Included in business plans | Included in paid plans |
| Bulk sending and mass distribution | Business plans support Bulk Send | Available in higher tiers | Available via add-on | Available in Enterprise | Limited availability |
| API access for integrations | Available with API plan | Available on business tiers | Available with subscription | Available on growth tiers | Available via developer access |
| Advanced workflow and conditional logic | Included in advanced tiers | Business Pro supports workflows | Included in enterprise | Available in higher plans | Limited conditional logic |