Template Library
Prebuilt, editable invoice templates let you include payment terms, ownership clauses, licensing terms, and deliverable lists so each invoice is clear and consistent for legal and accounting purposes.
Using a structured eSignature workflow makes invoices legally enforceable, reduces disputes by capturing acceptance, and centralizes records for tax, intellectual property, and contract enforcement.
The designer prepares the invoice, attaches deliverables, and configures signature and authentication requirements. They retain control over ownership clauses and specify payment terms while ensuring records are stored per retention policy for legal evidence.
The client reviews deliverables, signs the invoice to indicate acceptance, and provides payment. Their authenticated signature serves as consent to terms and can be referenced in any later dispute over scope, payment, or rights.
Prebuilt, editable invoice templates let you include payment terms, ownership clauses, licensing terms, and deliverable lists so each invoice is clear and consistent for legal and accounting purposes.
Drag-and-drop signature and date fields allow you to collect client acceptance that meets ESIGN/UETA requirements while capturing signer name, timestamp, and signing method for provenance.
Multi-factor and knowledge-based authentication reduce the risk of disputed signatures and provide stronger evidence of signer identity in case of legal review or audit.
Immutable event logs record each action — delivery, view, authentication, and signature — giving a chronological proof-of-execution suitable for dispute resolution and compliance needs.
Field-level permissions and redaction tools prevent exposure of confidential pricing or client data while retaining a verifiable signed document for legal records.
Secure, encrypted storage with configurable retention policies and automated backups preserves signed invoices and associated metadata for tax, legal, and compliance requirements.
Generate invoices from Google Docs or Sheets and push signed PDFs back to Drive. Integration preserves document metadata and folder structure while allowing automated naming and storage for legal records and client access.
Attach signed invoices to client records in Salesforce or HubSpot to align billing with sales and project history, ensuring a single source of truth for disputes and payment collections.
Sync signed invoices to Dropbox or Box for redundant backup and corporate retention rules, maintaining access controls and auditability across storage providers for compliance.
Push invoice data and signed PDFs to QuickBooks or Xero to automate bookkeeping, reconcile payments, and maintain a verifiable audit trail linking financial entries to signed documents.
| Workflow setting name for invoices | Configuration value |
|---|---|
| Default signature routing order for invoices | Signer then approver |
| Reminder frequency and escalation rules | 48 hours then weekly |
| Required authentication methods for clients | Email plus optional SMS MFA |
| Post-signature archival location | Encrypted cloud folder |
| Retention policy and deletion schedule | Seven years, then purge |
Most modern desktop browsers and mobile devices support secure eSignature workflows, but confirm browser versions, OS updates, and network security before starting.
Ensure device encryption, updated operating systems, and secure Wi-Fi; for sensitive client data consider using HIPAA-compliant workflows when applicable and maintain local backups according to retention policy.
A freelance designer submits a detailed invoice with deliverables and payment terms
Resulting in faster payment and fewer scope disputes due to documented client sign-off.
A designer provides mockups and includes a clause assigning specific rights upon payment
Leading to clearer ownership records and reduced risk of later copyright claims.
| Criteria | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| U.S. legal validity (ESIGN/UETA) | |||
| Audit trail detail | Comprehensive | Comprehensive | Comprehensive |
| HIPAA support | Available | Available | Available |
| Bulk Send |
Record the date invoice was sent to client.
Document agreed payment deadline and terms.
Capture the date the client signed acceptance.
Use signature date to begin retention period.
Schedule secure deletion after retention expires.
| Offering | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Entry-level monthly cost | $8 per user per month billed annually | $10 per user per month billed annually | $12 per user per month billed annually | $15 per user per month billed annually | $19 per user per month billed annually |
| Business-tier monthly cost | $15 per user per month billed annually | $25 per user per month billed annually | $24 per user per month billed annually | $25 per user per month billed annually | $29 per user per month billed annually |
| API access availability | Included with Business plans and above | Available on most business plans | Included in enterprise offering | Available on higher tiers | Available on business and enterprise tiers |
| Document and storage limits | Unlimited documents with plan limits on users | Tiered document limits per account | Unlimited storage with account limits | Tiered usage and storage | Generous limits with account caps |
| Support and SLAs | Email and chat support; premium SLAs for enterprise | Phone and email with enterprise SLAs | Phone, chat, and enterprise support tiers | Email and phone for paid plans | Dedicated support for enterprise customers |