Custom Fields
Create project-level fields for scope, site location, equipment IDs, and engineer timesheets with repeatable, searchable metadata for reporting and invoicing accuracy.
Electronic invoices and signed PDFs can be legally binding in the United States when they meet ESIGN and UETA requirements, include authentication and intent, and maintain reliable audit trails for admissibility.
Create project-level fields for scope, site location, equipment IDs, and engineer timesheets with repeatable, searchable metadata for reporting and invoicing accuracy.
Embed formulas for hours, rates, taxes, retainers, and materials so totals update automatically when fields change, reducing manual arithmetic errors and disputes.
Show or hide blocks such as mobilization, subcontractor charges, or warranty items based on job type to keep invoices relevant and concise for each engineering engagement.
Produce high-fidelity PDFs formatted for printing or generate machine-readable copies (CSV/JSON) for accounting systems and archive storage to support audits.
Maintain sets for fixed-bid, time-and-materials, change orders, and milestone billing so teams can select compliant templates quickly for different project types.
Control who can edit, send, and finalize templates to preserve version integrity and ensure only authorized personnel issue invoices with company terms.
Link templates to Google Docs to merge project details, update rates dynamically, and maintain working copies in Drive while exporting printable PDFs for invoicing and records.
Integrate with CRM systems to populate client addresses, contact information, billing terms, and purchase order numbers so invoices align with account records and payment expectations.
Save completed invoices directly to Dropbox or Google Drive with folder rules and naming conventions to support retention policies and searchable archives for audits.
Add engineering-specific fields such as equipment serials, job codes, subcontractor IDs, and warranty line items to capture billing detail required by contracts.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Authentication Method | Email OTP |
| Template Assignment Rule | Project type mapping |
| Auto-archive Policy | 30 days |
| Notification Rules | On-sign and on-complete |
Use modern browsers or platform apps to ensure template editing, calculations, and PDF generation work reliably across devices.
For best results, keep browsers and apps updated, enable JavaScript, and use PDF-capable viewers when printing or archiving finalized invoices.
Field engineers complete time-and-materials invoices on site using mobile forms
Resulting in reduced billing cycle times and fewer onsite disputes.
Consulting teams use milestone templates for staged deliverables
Resulting in clearer client communication and more reliable cash flow.
| Feature | signNow (Featured) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding in U.S. | |||
| Bulk Send | |||
| HIPAA support | Available (BAA) | Enterprise BAA | Available (BAA) |
| Mobile signing | iOS Android | iOS Android | iOS Android |
Within 24 hours
Daily incremental
Seven years
Ten years
After retention period
| Plan / Feature | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry-level price | Annual plans from low monthly equivalent | Per-user monthly | Per-user monthly | Per-user monthly | Low monthly plans |
| Free trial availability | Yes, full trial | Yes, limited | Yes, limited | Yes, limited | Yes, limited |
| Per-signature cost | Lower per-sign alternative for volume | Higher per-sign cost | Mid-range per-sign cost | Bundled with plans | Competitive per-sign pricing |
| Enterprise features | Custom APIs and admin controls | Advanced enterprise suites | Enterprise integrations and SLAs | Sales docs focus, enterprise options | Simple enterprise offerings |
| HIPAA-ready options | BAA available | BAA available | BAA available | Requires enterprise plan | Enterprise option via Dropbox |