Bulk Send
Dispatch identical invoices to multiple recipients with individualized recipient fields and unique tracking for each document to streamline retainer and recurring billing.
Free invoices in PDF form are generally admissible for business billing and recordkeeping in the U.S., and when paired with compliant eSignature methods they meet ESIGN and UETA requirements for enforceability.
A sole practitioner who issues concise, branded PDFs for retainer and hourly work, requiring clear payment terms and quick client approvals. They need templates that capture deliverables, hours, and expense pass-throughs while remaining simple for clients to sign and process.
A finance lead at a PR agency responsible for batch invoicing, vendor reconciliation, and compliance with client billing rules. They require repeatable templates, automated remittance fields, and robust audit trails to support month-end close and client audits.
Public relations teams and independent consultants use free invoices PDFs to standardize billing across clients and channels.
Legal and finance contacts at client organizations use the same PDFs to process payments and maintain records, supporting compliant retention and audit procedures.
Dispatch identical invoices to multiple recipients with individualized recipient fields and unique tracking for each document to streamline retainer and recurring billing.
Show or hide invoice sections based on client type, project status, or selected services to keep invoices concise and contextually accurate.
Create reusable service catalogs with standardized descriptions and billing rates to ensure consistent invoicing across campaigns and clients.
Attach payment links or integrate gateways to accept ACH, card, or other methods directly from the invoice for faster collections.
Assign view, edit, and send permissions so only authorized staff can issue invoices or modify templates, reducing errors and exposure.
Automate invoice creation and delivery by integrating document generation with project management and accounting systems for seamless workflows.
Store and reuse branded invoice templates with predefined fields for services, tax, and client notes, reducing manual entry and ensuring consistency across all client bills.
Attach signature fields to the PDF to record client acceptance and link signatures to timestamps and signer identity for compliant approvals.
Automatically log document events including views, edits, and signatures, creating a clear record for finance and legal review without manual tracking.
Retain final signed invoices in encrypted storage with access controls and retention policies to meet client and regulatory requirements.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Required | Yes, two-step |
| Auto-archive Delay | 30 days |
| Signature Method | Electronic signature |
| Retention Policy | 7 years |
Create and validate invoices on desktop for layout control, and use mobile-friendly links for client review and signing when needed.
Ensure PDFs are tested across common viewers and that signing methods support browser and native app signing to minimize recipient friction and maintain consistent audit data.
A regional PR agency issues a monthly retainer invoice for media relations and monitoring.
Resulting in consistent month-to-month payments and simplified reconciliation with accounting systems.
A freelance PR consultant bills a campaign with line items for press outreach and influencer coordination.
Leading to faster client approvals and fewer disputes over billed campaign costs.
| Criteria | signNow (Recommended) | DocuSign |
|---|---|---|
| ESIGN & UETA compliance | ||
| Audit trail detail | Comprehensive logs | Comprehensive logs |
| Bulk Send capability | ||
| API access for automation | Available | Available |
Send within 30 days of service completion.
Net 30 unless contract specifies otherwise.
Apply agreed percentage after due date.
Keep signed invoices for seven years.
Follow contract-mandated periods.
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Starting price per user | From $8 per user/month billed annually | From $10 per user/month billed annually | From $9.99 per user/month billed annually | From $19 per user/month billed annually | From $8 per user/month billed annually |
| Free tier available | No free tier; trial available | Limited trial available | Limited trial available | Free plan with limited sends | Free trial available |
| API included | API access with paid plans | API with select plans | API available | API available on paid plans | API available |
| Enterprise features | SAML SSO and custom SLAs | Advanced admin controls and SLAs | Enterprise integrations and SSO | Custom workflows and SLAs | SSO and enterprise controls |
| Support options | Email and chat; paid support tiers | Phone and email for paid plans | Phone and ticket support | Email and dedicated success for enterprise | Email and chat support |