Custom fields
Support for defined fields such as campaign code, retainer period, hourly rate, expense types, and PO number to align billing with internal and client systems.
Standardized editable bills reduce billing errors, speed approvals, and provide a clear audit trail for PR invoices while helping firms comply with U.S. e-signature laws and recordkeeping expectations.
Manages client invoices, configures editable bill templates for different service packages, and verifies line-item accuracy before sending. Coordinates with account teams to reflect scope changes and maintains billing history for reconciliations.
Prepares consolidated invoices for internal approvals, applies organization-specific payment terms and PO numbers, and ensures that billing records meet corporate procurement and audit policies.
Agencies, in-house PR teams, and freelance consultants use editable bills to standardize invoicing and speed client approvals across campaigns.
These templates help diverse teams maintain consistent billing, simplify audits, and preserve billing history for client relationships.
Support for defined fields such as campaign code, retainer period, hourly rate, expense types, and PO number to align billing with internal and client systems.
Show or hide fields based on service type to keep invoices concise and reduce entry mistakes for different PR engagements.
Save template versions for recurring services or clients, allowing consistent presentation and faster invoice creation while preserving historical formats.
Integrated signature fields that comply with ESIGN and UETA, enabling legally valid sign-off on invoices within the same document flow.
Immutable logs of edits, views, approvals, and signatures to provide evidence for reconciliations and potential disputes.
Ability to push finalized invoices to accounting systems, CRMs, or cloud storage to minimize rekeying and maintain single-source records.
Create and edit billing templates inside Google Docs then import fields to preserve layout while enabling collaborative drafting and version control across teams.
Map client fields and billing addresses from CRM records to invoice templates to reduce manual data entry and ensure correct client references and PO matching.
Save signed invoices to Dropbox, Google Drive, or other storage with folder rules to meet retention policies and simplify retrieval for audits.
Maintain a centralized library of customizable invoice templates for retainers, project-based work, and event billing to standardize communications with clients.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Chain Length | Two levels |
| Signature Deadline | 14 days |
| Default Currency Format | USD |
| Retention Rule | 7 years |
Editable bill templates should be accessible on desktop and mobile devices, with compatible browsers and apps for editing and signing.
Ensure team members use supported versions and secure networks when accessing billing templates, and confirm mobile eSignature workflows are tested prior to client sends.
A mid-sized agency standardized monthly retainer invoices with editable fields for hours and expenses to reduce client queries
Resulting in a consistent billing cycle and a 20–25 percent reduction in days sales outstanding.
An in-house communications team used a template tied to purchase orders and campaign codes to gather approvals across legal and procurement
Leading to streamlined approval chains and clearer trail for auditors, cutting reconciliation time by several days per campaign.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Bulk Send | |||
| HIPAA options | Optional | Optional | |
| API access | |||
| Custom branding |
Within 30 days of period end
Net 30 unless contracted
14 days default
7 years recommended
Access within five business days
| Vendor / Plan | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | $8/user/mo | $10/user/mo | $9.99/user/mo | $12/user/mo | $19/user/mo |
| Free trial availability | Yes | Yes | Yes | Yes | Yes |
| API included | Yes (with plans) | Yes (with plans) | Yes (with plans) | Yes | Yes |
| Custom branding available | Yes | Yes | Yes | Yes | Yes |
| Typical best fit | Small to mid teams | Large enterprises | Adobe-centric organizations | Dropbox users | Document automation teams |