Custom Fields
Enable PO numbers, client codes, license terms, and custom metadata so invoices map cleanly to corporate AP systems and internal tracking fields.
A template tailored to technology projects standardizes deliverables, clarifies licensing and usage rights, and speeds client approvals while reducing billing errors and queries.
Independent designers who deliver UI, UX, visual, or product design for tech clients. They need clear itemization for hours, milestones, and licensing, and an easy way to collect signatures and payment confirmations for invoicing and tax records.
Mid-size or enterprise procurement contacts responsible for vendor onboarding and invoice approval. They require standardized invoices with PO fields, tax details, and verifiable signature records to meet internal audit and AP automation policies.
Independent UX/UI and product designers working with startups and established tech firms use tailored invoices to match client procurement and accounting requirements.
Procurement teams and finance departments at tech companies also prefer standardized invoices from vendors for faster processing and clearer recordkeeping.
Enable PO numbers, client codes, license terms, and custom metadata so invoices map cleanly to corporate AP systems and internal tracking fields.
Automatically compute totals, taxes, discounts, and hourly-to-fixed conversions to reduce manual errors and speed reconciliation with accounting software.
Embed secure payment options such as ACH, card, or third-party processors so clients can pay immediately after signing to reduce DSO.
Maintain reusable templates for proposals, milestone invoices, and license invoices to ensure consistency across projects and faster invoice generation.
Deliver the same invoice or statement to multiple recipients while tracking individual status to simplify recurring billing and mass billing events.
Connect invoices to accounting, CRM, and cloud storage to sync client records, payment statuses, and archived invoice PDFs for audit readiness.
Generate invoices directly from Google Docs content, convert to PDF automatically, and preserve formatting while attaching invoice metadata for tracking.
Sync client contact and project data with CRMs to auto-populate invoices, update payment status, and keep contract and invoice history linked to the client record.
Save signed invoices automatically to Dropbox folders for centralized archival and simplified access for bookkeeping and audits.
Design branded invoice templates with programmable fields, variable sections for licensing, and conditional line items for complex project billing.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Payment Processing | Stripe enabled |
| Template Folder | Shared library |
| Retention Period | 7 years |
Most invoice creation and signing flows work across modern desktop and mobile browsers as well as native mobile apps where available.
For secure and reliable signing, ensure devices run supported OS versions and browsers, maintain updated security patches, and use trusted networks when signing or processing payments.
A freelance designer issues an itemized invoice after a two-week sprint with clearly listed milestones and deliverables
Resulting in faster payment and a clean audit trail for both parties.
A designer bills monthly retainer fees with separate line items for prototyping and licensing terms
Leading to predictable cash flow and simpler contract-to-invoice reconciliation.
| Compliance and Feature Criteria List | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legal Validity under US Laws | |||
| Bulk Send for invoices and statements | |||
| API Access and developer support | REST API | REST API | REST API |
| HIPAA-compliant configurations | Optional | Optional | Limited |
| Pricing and Plan Element | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | OneSpan |
|---|---|---|---|---|---|
| Monthly starting price | Starting at $8 per user monthly | Starting at $10 per user monthly | Included with Acrobat Pro $14.99 monthly | Starting at $15 per user monthly | Custom enterprise pricing; contact sales for quote |
| Annual billing discount | Discount with annual billing available | Discount with annual billing available | Annual subscription savings available | Annual billing reduces monthly rate | Negotiated for enterprise agreements |
| API access availability | API included on higher-tier plans | API available on business tiers | API via Adobe Sign enterprise | API on paid plans | API and SDKs for enterprises |
| Free trial availability | Free trial available for evaluation | Free developer trial and limited plans | Free trial with Acrobat subscription | Free trial available | Trial/demo by request |
| Enterprise plans and SSO | Enterprise plans with SSO and admin controls | Enterprise-grade plans with SSO | Enterprise offerings with SSO | Business and enterprise tiers with SSO | Primarily enterprise-focused with SSO |