Custom fields
Define worker identifiers, shift dates, job codes, billable hours, and rate calculations so each staffing invoice includes structured, auditable data tailored to agency workflows.
PDF invoices used in staffing must meet recordkeeping and signature laws in the U.S.; electronic invoices and signatures can meet ESIGN and UETA requirements when the signing process provides intent, consent, and an audit trail.
Billing administrators prepare and review invoice PDFs, ensure accurate line items and tax calculations, and manage template updates. They coordinate with payroll and accounts receivable to reconcile payments and handle client billing queries efficiently.
Compliance officers define retention policies, validate that invoice records meet ESIGN and UETA requirements, and oversee access controls. They review audit logs and ensure sensitive staffing data is handled according to privacy and regulatory obligations.
Define worker identifiers, shift dates, job codes, billable hours, and rate calculations so each staffing invoice includes structured, auditable data tailored to agency workflows.
Automatically compute applicable taxes and withholdings based on jurisdiction and client agreements to reduce manual errors and ensure correct totals.
Support multiple line items per invoice with descriptions for each placement, hours, hourly rates, and any discounts or adjustments for accurate billing.
Generate high-quality, print-ready PDFs that preserve layout and embedded fonts so invoices print reliably across devices and maintain a consistent appearance.
Include signature fields or support integrated signing workflows so clients can approve invoices electronically while maintaining an audit trail.
Store reusable invoice templates for recurring clients and roles to speed creation and maintain consistent branding and compliance.
Integrate with popular accounting platforms to push invoice line items, client details, and totals directly into bookkeeping records, reducing reconciliation work and ensuring consistent ledgers across systems.
Connect invoice templates to applicant tracking or payroll systems so worker assignments, hours, and rate data flow automatically into invoices and reduce duplicate data entry.
Store finalized PDFs in enterprise cloud repositories for centralized access, secure backups, and retention that aligns with corporate and regulatory policies.
Maintain versioned invoice templates with role-based access and editable fields so teams can update contract terms, tax rules, and client-specific line items without disrupting archived invoices.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Auto-archiving | 30 days |
| PDF naming convention | ClientID_InvoiceDate |
| Approval threshold | Over $5,000 review |
Most modern mobile devices, tablets, and desktop systems can open, fill, and print PDF invoices using built-in viewers or widely available PDF apps.
For signing or workflow automation, ensure your chosen eSignature or document management tool supports the device and browser combinations used by your staff and clients to avoid compatibility issues.
A regional staffing firm consolidated timecards and rate sheets into a single invoice template to standardize billing across clients
Resulting in clearer client statements and faster payment reconciliation.
A healthcare staffing company produced PDF invoices that reflect per-shift rates, facility codes, and credential surcharges
Leading to improved compliance with contract billing terms and payer verification.
| Feature or Capability being compared | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| U.S. ESIGN and UETA compliance | |||
| Bulk send for many recipients | |||
| Native PDF editing tools | Limited | ||
| API for integration and automation | REST API | REST API | REST API |
Seven years
Daily incremental backups
Annual archival to cold storage
Quarterly permissions reviews
Secure deletion after retention
| Plan and Pricing Comparison | signNow (Featured) | DocuSign | Adobe Sign | PandaDoc | Dropbox Sign |
|---|---|---|---|---|---|
| Starting monthly price | From $8 per user per month | From $10 per user per month | From $9.99 per user per month | From $19 per user per month | From $15 per user per month |
| Free tier availability | Limited free trial only | Limited trial options | Trial available | Free trial available | Free tier available |
| API access included | API on paid plans | API on paid plans | API on paid plans | API on select plans | API on paid plans |
| Bulk sending capability | Available on business plans | Available on business plans | Available on enterprise plans | Available on higher tiers | Available on business plans |
| Enterprise support offering | Tiered enterprise support options | Enterprise support plans | Enterprise SLAs available | Enterprise onboarding available | Enterprise support options |