Invoice Templates
Prebuilt and customizable templates let PR teams standardize retainer, campaign, and hourly invoices with branded headers, payment terms, and reusable line item groups for consistent billing.
Invoices signed electronically are legally enforceable in the United States when they meet ESIGN and UETA requirements for intent and consent; ensure your workflow records consent, signer identity, and an audit trail to support validity.
Responsible for preparing client invoices, attaching campaign documentation, and tracking outstanding balances; coordinates with account teams to ensure billable items are captured accurately and permissions are aligned for approvals.
Oversees billing policies, configures payment terms and late fees, reconciles payments, and manages integration with accounting systems to ensure invoices post correctly to general ledger and comply with company retention rules.
Prebuilt and customizable templates let PR teams standardize retainer, campaign, and hourly invoices with branded headers, payment terms, and reusable line item groups for consistent billing.
Detailed item rows support quantities, rates, tax and reimbursable expenses so each media buy, outreach activity, or consultant hour is clearly documented for client review and accounting reconciliation.
Embedded payment options add credit card or ACH links directly on the invoice so clients can settle balances immediately after signing, shortening days sales outstanding.
Set up recurring invoices and automated reminders for monthly retainers or ongoing PR programs to ensure steady cash flow and reduce manual billing tasks for account teams.
Comprehensive timestamped logs capture who viewed and signed invoices, supporting dispute resolution and providing admissible evidence of execution and consent in business records.
Connect invoicing templates to CRM, accounting, and cloud storage for automated client data population, invoice posting, and archival without repetitive manual entry.
Sync client details, job codes, and invoice history from common CRMs so invoices auto-fill with approved contact, project, and billing metadata to reduce errors and speed delivery.
Save completed invoices to your organization’s cloud repository automatically for centralized archival, easy retrieval, and compliance with retention policies across accounts.
Connect credit card and ACH providers to accept immediate payments directly from the invoice, lowering collection time and simplifying payment reconciliation.
Maintain a library of branded invoice templates for retainers, hourly work, and reimbursement reporting to ensure consistent presentation and faster billing cycles.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Late Fee Trigger | 30 days after due date |
| Template Library Location | Shared team folder |
| Approval Routing | Two-step approval required |
| CRM Synchronization | Realtime invoice posting enabled |
Most invoicing and eSignature features are available on modern mobile devices, tablets, and desktop browsers with an internet connection for reliable access and signing.
A monthly retainer invoice lists a fixed fee for ongoing media relations and account management
Resulting in predictable revenue and clearer client expectations for services rendered.
A campaign closeout invoice tallies hourly work, per-piece deliverables, and media placement costs
Leading to faster approvals and reduced disputes over campaign billing details.
| Feature | signNow | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding in US | |||
| Template support | |||
| Bulk send capability | |||
| Detailed audit trail |
Keep invoices for 7 years for tax and audit purposes
Provide easy access to recent invoices for 90 days
Suspend deletion when invoices are under dispute or litigation
Archive completed invoices quarterly to long-term storage
Purge documents after retention period unless flagged
| Feature | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Target Customer | Small to large organizations needing simple, secure eSignature workflows | Large enterprises and regulated industries requiring advanced controls | Enterprises integrated with Adobe ecosystem and document workflows | Sales teams focused on proposals and document automation | Small to medium businesses seeking straightforward signing capabilities |
| Starting Monthly Price | Plans commonly start around $8 per user per month billed annually for basic eSignature functionality | Entry tiers often near $10 per user per month depending on features | Individual plans and subscriptions often start around $14 per user per month | Starter plans typically from $19 per user per month billed annually | Individual plans commonly near $15 per user per month |
| Free Trial and Tier | Offers a free trial period for evaluation and entry-level tiers with core features | Provides a free trial for most account types to test workflows | Free trial through Adobe Document Cloud trials for new users | Trial access to paid features for a limited evaluation period | Offers a limited free tier or short free trial for new users |
| Enterprise Capabilities | Includes SAML SSO, SCIM provisioning, admin controls, audit logging, and API access suitable for enterprise rollouts | Advanced enterprise controls, SSO, and compliance features for regulated use cases | Enterprise-grade controls, SSO, and extensive compliance features within Adobe ecosystem | Advanced integrations, CRM connectors, and team management features for sales operations | SSO and admin controls available on business and enterprise plans |
| Compliance and Security | ESIGN and UETA compliant with SOC 2 practices, encrypted storage, and detailed audit trails | ESIGN and UETA compliant with enterprise security certifications and audit capabilities | Broad regulatory compliance, encryption, and integration with enterprise security frameworks | Security controls and GDPR-conscious practices with enterprise options | ESIGN-compliant, secure storage, and standard enterprise security features |