Custom Fields
Custom fields let you capture carrier-specific identifiers, handling instructions, and custom metrics so every receipt matches operational and billing requirements across routes and clients.
In the United States, electronic records and signatures used with receipts are generally admissible when they meet ESIGN and UETA criteria; retain an audit trail and consistent record-keeping to support enforceability and dispute resolution.
Responsible for template creation, field mapping, and retention policy configuration. Managers assign roles to drivers and warehouse staff, review audit logs, and ensure templates meet billing and regulatory requirements.
Uses a simplified mobile or printed receipt view to capture delivery confirmations, signatures, and condition notes. Drivers should have limited edit rights and ability to record photos or exceptions at delivery.
Custom fields let you capture carrier-specific identifiers, handling instructions, and custom metrics so every receipt matches operational and billing requirements across routes and clients.
Embedding barcodes or QR codes enables quick scanning for inventory systems, mobile pickup validation, and reconciliation with warehouse management or TMS software during inbound and outbound flows.
Auto-fill from templates or integrations reduces repetitive entry for addresses, product lines, and carrier data, lowering manual errors and speeding processing at pickup and delivery.
Clearly labeled signature blocks for sender and receiver, with optional timestamp and printed name fields, record acceptance and improve legal traceability for claims or audits.
Offer PDF, CSV, and XML exports so receipts integrate with accounting, billing, and ERP systems and support both paper filing and electronic archiving.
Track template revisions and maintain versioned receipts to ensure compliance with carrier agreements and internal audit requirements across operational changes.
Link templates to Google Docs for quick edits and collaboration, then export to PDF for printing or archiving so field teams always use approved versions of receipts.
Sync receipt data with CRM or TMS systems to attach proof-of-delivery records to shipments, enabling automated invoicing and simplified customer inquiries on delivered goods.
Save final receipts to cloud storage solutions for centralized access, backup, and long-term retention, ensuring records are available for audits and reporting.
Add location, handling, units of measure, and billing codes as customizable fields to match client contracts and carrier requirements without changing the core template.
| Feature | Value |
|---|---|
| Authentication Method | OAuth 2.0 |
| Webhook Endpoint | /webhooks/receipts |
| Reminder Frequency | 48 hours |
| Template ID Format | Alphanumeric ID |
| Signature Mode | Embedded or Remote |
Standard printing and template editing require a modern browser or desktop editor, a PDF viewer, and a reliable printer for producing legible, scannable receipts.
For mobile-first operations, use a tablet or smartphone with a native PDF viewer and camera for image capture; ensure templates render correctly before mass printing or distribution to field teams.
A carrier uses a standardized receipt template to record pallet counts and special handling notes
Resulting in faster claims resolution and cleaner invoicing for shippers and carriers.
A distribution center issues a printed receipt at inbound to capture item counts, damage notes, and lot numbers
Leading to improved inventory accuracy and accelerated billing cycles.
| Core Feature Availability Across Vendors | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Bulk Send | |||
| API Access | |||
| HIPAA support | |||
| Mobile app availability |
Three years
Seven years
Daily incremental backups
Quarterly or annual snapshot
Annual permission audit
| Vendor Plans Comparison | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Plan names | Business | Standard | Individual | Essentials | Business |
| Starting price | $8/user/month | $10/user/month | $9.99/user/month | $15/user/month | $19/user/month |
| Core features | Templates, API, bulk send | Templates, API, workflows | Templates, API, integrations | Templates, API | Templates, contracts, payments |
| Authentication methods | Email, SMS, 2FA | Email, SMS, 2FA | Email, SMS, 2FA | Email, SMS | Email, SMS |
| Compliance certifications | ESIGN/UETA, SOC 2 | ESIGN/UETA, SOC 2 | ESIGN/UETA, SOC 2 | ESIGN/UETA | ESIGN/UETA, SOC 2 |