Bulk Send
Send multiple invoices or signature requests in a single operation to vendors or tenants, reducing repetitive tasks and speeding collections.
A custom invoice maker aligns billing with facility workflows to reduce manual entry, standardize charge descriptions, and accelerate approvals while preserving clear audit trails for accounting and regulatory review.
Responsible for overseeing building operations, a facility manager uses the custom invoice maker to aggregate service invoices, apply location-specific charge codes, and approve recurring maintenance bills. They rely on templated invoices and electronic approvals to maintain consistent vendor billing and expedite payment cycles while tracking departmental spend.
Accounts payable specialists receive standardized invoices from the custom system, validate line items against purchase orders, and process payments. They benefit from built-in validation rules, audit trails, and searchable archives that simplify month-end close and external financial audits.
Facilities teams, accounts payable groups, and external service providers all interact with customized invoice workflows during billing, approval, and archiving.
Coordinated use by these groups streamlines approvals, reduces disputes, and centralizes financial documentation for audits and reporting.
Send multiple invoices or signature requests in a single operation to vendors or tenants, reducing repetitive tasks and speeding collections.
Display or calculate line items and tax logic based on service type, location, or contract terms to ensure accurate, context-aware invoices.
Programmatic endpoints allow integration with CMMS, ERP, or property management systems for automated invoice generation and status updates.
Mobile-capable signing supports field technicians and on-site approvers who need to sign or approve invoices from phones or tablets.
Comprehensive event logs capture every action—views, edits, approvals, and signatures—for transparency during audits and dispute resolution.
Customizable invoice headers, legal language, and logo placement ensure documents meet organizational and vendor expectations.
Customizable templates let facilities define recurring charges, space-level cost allocation, tax treatment, and conditional line items to ensure consistency across sites and vendors.
Configurable routing and signing order support multi-step approvals for high-value invoices, departmental reviews, and delegated signatory authority with visibility into pending actions.
Integrated electronic signature captures authorized approval events, timestamps, and signer authentication metadata to meet US legal standards when using platforms like signNow.
Prebuilt connectors or export formats enable direct posting to accounting systems, reducing manual rekeying and supporting faster month-end closes.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signing Order Enforcement | Sequential |
| Expiration Period | 30 days |
| Template Access Control | Role-based |
| Storage Location | Cloud archive |
Ensure the invoice maker and eSignature solution support common desktop and mobile environments used by facility staff and vendors.
Confirm browser versions, enable TLS, and verify mobile app availability where field signing is common; these checks reduce compatibility issues and protect data in transit and at rest.
A facilities team consolidated recurring HVAC and elevator service charges across ten properties into one template with location-specific line items
Leading to faster vendor payment and clearer monthly cost reporting.
A contractor submitted standardized job invoices with labor, materials, and permit fees using a custom template
Resulting in fewer disputes, cleaner GL entries, and faster reconciliation.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| E-signature validity | ESIGN UETA compliant | ESIGN UETA compliant | ESIGN UETA compliant |
| Bulk Send | |||
| API availability | RESTful API | RESTful API | RESTful API |
| HIPAA support | BAA available | BAA available | BAA available |
| Offering | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Pricing model | Subscription tiers with per-user pricing | Subscription tiers with per-user pricing | Subscription tiers with per-user pricing | Subscription tiers with per-user pricing | Subscription tiers with per-user pricing |
| Free trial or tier | Free trial available | Free trial available | Free trial available | Free tier available | Free trial available |
| API access | Included in paid plans | Paid plans include API | Paid plans include API | API on higher tiers | API on paid tiers |
| HIPAA-compliant option | BAA and HIPAA support available | BAA available | BAA available | Limited HIPAA support | BAA available |
| Template management | Robust template library | Template library available | Advanced templates | Templates available | Template and content library |