Custom Fields
Create reusable custom fields for purchase order numbers, department cost centers, internal approvals, and vendor codes to standardize data capture and enable reliable exports to ERP and accounting systems.
Standard templates reduce manual errors, ensure consistent fields for accounting, and make it easier to validate transactions during audits. They also speed customer service responses and simplify digital archival for compliance and tax reporting.
A small store owner needs a template that prints clearly at point-of-sale, captures tax ID and itemized lines, exports sales data for weekly bookkeeping, and issues email receipts for returns and exchanges.
A procurement professional requires templates that match purchase orders, include vendor contact and invoicing codes, record approval signatures, and integrate with the organization’s accounts payable system for timely payment processing.
Small businesses and independent sellers often rely on standardized receipt templates to document transactions and simplify accounting workflows.
Larger finance teams and enterprise procurement units use templates for reconciliation, vendor management, and regulatory recordkeeping across departments.
Create reusable custom fields for purchase order numbers, department cost centers, internal approvals, and vendor codes to standardize data capture and enable reliable exports to ERP and accounting systems.
Automatically calculate and display currency conversions and exchange rates, record both local and base currency amounts for multinational purchasing and accounting requirements.
Maintain a central library of approved receipt templates for different purchase types, departments, or regions with version control and publishing permissions to ensure consistency.
Design templates that render clearly on mobile devices, enable on-the-spot signatures, and allow immediate email delivery to customers or vendors from smartphones or tablets.
Trigger email receipts, delivery confirmations, and approval reminders automatically based on template events to reduce manual follow-up and speed processing.
Record every action taken on a receipt—including edits, views, and signatures—with immutable timestamps and actor information to support audits and dispute resolution.
Custom fields let you capture purchase-specific metadata such as PO numbers, department codes, item SKUs, discount codes, and vendor references while ensuring consistent data entry across transactions.
Built-in calculation fields compute subtotals, taxes, discounts, and final totals automatically to prevent arithmetic errors and streamline posting to ledgers and bookkeeping systems.
Sequential or customized receipt numbers provide traceability and simplify reconciliation, audit lookups, and refund processing while maintaining numeric continuity for tax reporting purposes.
Templates can be exported to PDF and CSV formats to support email delivery, archival storage, or bulk import into accounting and ERP systems for downstream processing.
| Setting Name | Configuration |
|---|---|
| Reminder Email Frequency Setting | Every 48 hours, up to three reminders |
| Automatic Save and Versioning Option | Enable auto-save with version history retained |
| Template Access and Sharing Policy | Team-only access with manager approval required |
| Approval Required Before Finalization | Require single approver for orders above threshold |
| Document Retention and Archive Rule | Archive encrypted receipts after retention period ends |
Templates should be accessible on modern web browsers and supported mobile applications to allow creation and signing from any device.
For reliable operation, keep browsers and apps updated, confirm JavaScript and cookies are enabled, and test template rendering on desktop and mobile before publishing to end users.
A regional apparel shop replaced paper slips with a template that records SKU, size, price, tax, and payment method.
Resulting in faster daily reconciliation, clearer returns handling, and simplified monthly sales reporting for tax preparation.
A manufacturing buyer implemented a receipt template that ties purchases to purchase orders and approval IDs.
Leading to improved accounts payable matching, reduced invoice disputes, and clearer audit trails during vendor audits.
| Feature | signNow (Recommended) | DocuSign |
|---|---|---|
| Free receipt template | ||
| Mobile signing support | ||
| Audit trail availability | Comprehensive logs | Comprehensive logs |
| API access for integrations | REST API | REST API |
Three years for routine state tax records.
Seven years for IRS audit protection guidance.
Maintain records for contract life plus six years.
Quarterly integrity checks for stored receipts.
Secure deletion following retention expiry.
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free plan availability | Free eSign plan available | Limited free trial only | Included with Acrobat subscription trial | Basic free tier with limits | Free eSign plan with limits |
| Entry-level monthly price | Starting around $8 per user per month | Starting around $10 per user per month | Included with Acrobat Pro subscription pricing | Paid plans start near $15 per user per month | Paid plans start near $19 per user per month |
| Annual billing discount | Discount on annual plans available | Annual discounts typically offered | Discount available via Adobe annual licensing | Annual billing reduces effective monthly cost | Annual plans include discounts |
| Minimum contract length | Monthly or annual options with no long-term lock | Monthly or annual subscriptions available | Annual licensing common for Acrobat bundle | Monthly subscriptions permitted | Monthly and annual subscriptions available |
| Enterprise features and support | Advanced enterprise controls and support on higher tiers | Enterprise grade controls and SLAs available | Enterprise identity and provisioning options | Business plans include advanced features and support | Enterprise features available on business plans |