Itemized rows
Separate materials, labor, subcontractor charges and allow quantity and unit-cost inputs with per-row totals to keep billings transparent for owners and auditors.
Templates reduce data entry, ensure consistent invoice formatting across projects, and make it easier to calculate taxes, retainage, and progress billings without specialized accounting software.
Separate materials, labor, subcontractor charges and allow quantity and unit-cost inputs with per-row totals to keep billings transparent for owners and auditors.
Sections for percentage complete, previous billings, and balance due let you issue interim invoices that reflect retained amounts and cumulative payments accurately.
Configurable tax fields for multiple jurisdictions and automatic subtotal/tax/total math reduce manual errors and help comply with regional tax collection rules.
Dedicated retainage percentage and withheld-amount cells track holdbacks separately from payable totals and reconcile with final contract closeout figures.
Space to list approved change orders, their values, and references to change order numbers to link cost adjustments to formal approvals.
Export-ready layout with page breaks, consistent margins, and a clear signature block suitable for upload to eSignature platforms and archival storage.
Save templates and finalized invoices directly to project folders in Drive, control sharing permissions, and keep a single source of truth for document versions and backups.
Connect client and project fields with CRM records so invoices auto-populate contact and billing information, reducing manual lookup and ensuring address accuracy.
Prepare CSV or PDF exports that align with your accounting system requirements, allowing smooth import into bookkeeping platforms or manual ledger entries with validated totals.
Use an eSignature service to attach the PDF, collect signatures, and capture an audit trail that documents signer identity, timestamps, and IP addresses for compliance.
| Feature | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Auto-fill Fields | Project ID mapping |
| Approval Routing | Two-step approval |
| Template Library Access | Shared drive |
| Webhook Endpoint URL | Accounting system |
Google Sheets is accessible in desktop browsers and on iOS and Android through the Sheets app for viewing and simple edits.
For signing and secure delivery from mobile devices, pair the exported PDF with a compliant eSignature solution; mobile signing supports timely approvals and maintains legally admissible audit trails under U.S. eSignature laws.
A GC issues monthly progress invoices listing installed materials and completed labor
Resulting in faster approvals and clearer payment reconciliations for project accounting.
A subcontractor compiles final labor and materials with line-item costs and change order references
Ensures prompt final payment and accurate subcontractor closeout documentation.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally binding signatures | |||
| Native Google integration | |||
| Bulk Send capability | |||
| Mobile app signing |
30 to 90 days for active project files.
Retain signed invoices for 7 years for tax and audit purposes.
Daily backups of storage repositories.
Move closed-project records to cold storage annually.
Annual policy review and purge schedule.
| Metric | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level plan | Business tier with affordable per-user pricing | Personal or Standard plan | Acrobat Sign subscription included in Adobe plans | Starter with limited features | Essentials plan available |
| Free tier available | Limited free capabilities | Trial only | Trial only | Free tier available | Trial only |
| Bulk sending included | Included in Business plans | Paid upgrade required | Paid upgrade required | Available on paid plans | Paid upgrade required |
| Native Google Sheets support | Yes, direct add-on available | No native add-on | No native add-on | Integrates via Dropbox | Limited via integrations |
| Compliance and audit logs | Comprehensive logs and audit trails | Comprehensive logs | Comprehensive logs | Audit trails provided | Audit trails provided |