Templates
Create reusable invoice templates with fixed headers, line-item sections, and custom fields so every invoice follows the same format and reduces editing time.
A simple, standardized invoice reduces errors, shortens approval cycles, and improves cash flow by making totals and payment terms clear for production managers, clients, and accounts payable teams.
A production manager prepares invoices after a run, consolidating materials, labor, and subcontractor costs into one document. They rely on templates and calculation fields to ensure accuracy, then route invoices for approval and signature to accounting and clients using an eSignature workflow.
A freelance producer generates compact invoices for single projects, often needing mobile access and simple templates. They value fast sending, clear payment terms, and an auditable signature record to reduce disputes and accelerate payment cycles.
People who prepare, approve, or receive production invoices include production managers, procurement staff, accounting teams, and clients needing a signed record for payment.
Clear role definitions and simple templates speed approval and reduce follow-up between teams and external clients.
Create reusable invoice templates with fixed headers, line-item sections, and custom fields so every invoice follows the same format and reduces editing time.
Enable automatic math for quantities, rates, discounts, and taxes so totals and subtotals update instantly and reduce arithmetic errors before sending.
Apply jurisdictional tax rates and exemptions per line or per invoice to ensure compliance with sales tax or VAT requirements where applicable.
Automate multi-step approval flows so invoices require necessary internal sign-offs before being presented to clients for signature.
Maintain timestamped records of views, edits, signatures, and downloads to support audits and dispute resolution with an immutable event log.
Allow approvers and clients to review and sign invoices from mobile devices to accelerate approvals while maintaining legal auditability.
Use document import to convert invoices from Google Docs into fillable templates, preserving layout and enabling automatic field mapping for quick reuse and edits.
Sync client and contact data from your CRM so invoices pull billing addresses and contact emails automatically, ensuring accuracy and consistent recipient information.
Store signed invoices centrally in Dropbox or other cloud storage to maintain backups, version history, and easy access for accounting audits.
Built-in numeric fields handle unit math, discounts, and taxes so totals stay accurate without manual calculators or spreadsheets.
| Setting Name (Header Row Example) | Configuration value column (see rows below) |
|---|---|
| Reminder Frequency for Invoice Workflows | 48 hours |
| Approval Workflow Steps and Order | Two-step approval |
| Template Library and Access Controls | Shared team library |
| Auto Calculations for Line Items | Enabled |
| Storage Location and Retention Policy | Cloud folder |
Create and sign production invoices on modern desktop browsers, as well as iOS and Android devices, for full workflow access in most environments.
For secure, compliant signing and consistent templates, ensure browsers are up to date and mobile app versions are current; check corporate policies for acceptable device use and network configurations before approving invoices on public networks.
A local print shop builds one template to bill short-run orders and supply costs
Resulting in faster payments and fewer follow-ups.
A midsize studio consolidates crew, equipment, and location fees into a single invoice template
Leading to clearer billing and quicker client remittance.
| Feature Criteria for Comparison Table | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding in the U.S. | |||
| Bulk Send capability | |||
| Pre-built integrations | Google Drive, CRM | Wide ecosystem | Adobe Creative Cloud |
| Mobile signing experience | Full apps | Full apps | Full apps |
Within 48 hours
Within 5 business days
Remind at 48 and 96 hours
Every 3 months
Seven years
| Subscription Tier Comparison | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign (HelloSign) | PandaDoc |
|---|---|---|---|---|---|
| Entry-level monthly starting price (approx.) | From $8/month | From $10/month | From $14.99/month | From $15/month | From $19/month |
| API access included in plan | Paid plans: available | Add-on or Business plan | Enterprise only | Available in higher tiers | Enterprise tier |
| Templates and reusable forms | Included | Included | Included | Included | Included |
| Bulk sending and batch features | Available | Available | Available | Available | Available |
| Enterprise-level advanced controls | Role-based controls and SSO | Extensive admin controls | Adobe admin console and SSO | Team controls and SSO | Advanced CRM workflows |