Bulk Send
Send many invoices at once using batch templates and recipient lists to save time when issuing standard monthly or milestone billings across projects.
A standardized e-signable invoice sample reduces errors, speeds approvals, and produces an auditable record for payments and change orders while supporting secure signer authentication and compliance requirements.
A field or office-based general contractor prepares itemized invoices for completed work, attaches project references and lien waivers, and requests electronic signatures from owners or GCs. They rely on clear line items, change-order attachments, and accurate totals to expedite payment and avoid disputes.
An office administrator manages invoice templates, uploads backup documents, routes invoices for internal approval, monitors signature status, and archives completed transactions. They ensure templates meet compliance and that accounting systems receive correct invoice data for posting.
Typical users range from field supervisors to corporate finance teams who require fast approvals and clear audit trails.
Across firm sizes, the template supports quick approvals, consistent billing, and centralized recordkeeping for accounting and legal reviews.
Send many invoices at once using batch templates and recipient lists to save time when issuing standard monthly or milestone billings across projects.
Show or hide fields based on prior answers to ensure only relevant charges and sections appear, reducing errors and reviewer confusion.
Automatically route invoices to the correct approver sequence—project manager, owner rep, and finance—based on project, contract, or amount thresholds.
Built-in fields and calculations for retainage percentages and release conditions that integrate with payment schedules and lien waiver workflows.
Responsive signing on phones and tablets so field personnel or owners can review and sign invoices without returning to an office workstation.
Maintain version history of templates so changes are auditable and older formats remain available for legacy contracts and audits.
Customizable form fields let you enforce required entries, calculate totals automatically, and collect structured data that maps directly to accounting ledgers for easy reconciliation and reduced manual corrections.
Multiple authentication options such as email verification, SMS codes, or knowledge-based checks provide evidence of signer identity and help meet internal policies or client requirements without adding unnecessary friction.
An immutable log records each event — views, edits, authentication steps, and signature timestamps — producing an audit-ready trail that supports dispute resolution and financial reviews.
Prebuilt integrations with accounting, CRM, and document storage platforms enable automated data syncing, reduce duplicate entry, and speed the path from signed invoice to payment processing.
| Setting Name | Configuration |
|---|---|
| Automatic Reminder Email Frequency Setting | 48 hours between reminders, two attempts maximum |
| Signer Authentication Requirement Policy | Require email plus optional SMS code for remote signers |
| Approval Escalation and Routing Rules | Escalate to project manager after 72 hours unattended |
| Document Retention and Archive Protocol | Archive signed invoices for seven years per policy |
| Template Version Control and Audit Tracking | Enable version history with admin-only edits and timestamped changes |
Use supported browsers and updated mobile apps to ensure the signing experience works reliably across devices.
For best results, verify browser TLS support, enable device-level encryption, and confirm that mobile app versions meet any required corporate security policies before collecting signatures in the field.
A superintendent generates a progress invoice from a template including line items, photos, and change-order attachments to document completed work
Leading to faster owner approvals and earlier payment reconciliation for the contractor.
A subcontractor compiles final costs, retainage releases, and lien waivers into the invoice template before sending for signature
Resulting in a smoother closeout, clear payment terms, and audit-ready documentation for both parties.
| eSignature Vendor Columns | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Basic eSignature Support | |||
| Mobile App Signing | |||
| Bulk Send Capability | |||
| Accounting Integrations | QuickBooks, Xero | QuickBooks, NetSuite | QuickBooks, NetSuite |
| Commercial Plan Pricing Comparison | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Entry Monthly Price per User | $8 per user per month | $10 per user monthly | $23 per user monthly | $19 per user monthly | $15 per user monthly |
| Included Templates and Fields | Unlimited templates and basic fields | Templates, conditional fields | Templates with Acrobat integration | Templates and content library | Templates and simple fields |
| API Access Availability | Included on select plans | Available on developer plans | Available with enterprise | Available paid plans | Available paid plans |
| Bulk Sending Support | Yes on business plans | Yes on many plans | Yes with higher tiers | Yes with higher tiers | Yes with business plans |
| Enterprise Controls and SSO | SSO and admin roles on business plans | SSO and advanced controls | SSO available enterprise | SSO available enterprise | SSO available enterprise |