Templates
Create compliant invoice templates with required fields for PO numbers, contract references, and billing codes to reduce errors and ensure consistent billing across projects and sponsors.
Standardized invoices reduce disputes, speed approvals, and align billing to contract terms for pharmaceutical engagements while supporting auditability and compliance.
An independent pharmacist or scientific consultant providing compound analysis, protocol review, or advisory services. Invoices typically reference time spent, report deliverables, and associated lab costs. They require clear line items and cross-references to purchase orders and confidentiality clauses to satisfy sponsor procurement and compliance checks.
A regulatory affairs consultant supporting IND or NDA submissions who bills by milestone or hourly rate. Approvers expect invoices to cite contract milestones, deliverable IDs, and any subcontractor costs. Documentation must be auditable and aligned with regulatory submission timelines for reimbursement.
Independent contractors and small consultancy firms commonly issue invoices to biotech and pharmaceutical sponsors for discrete services and project milestones.
Centralized finance, procurement teams, and contract managers typically review and approve invoices against SOWs, PO numbers, and regulatory requirements.
Create compliant invoice templates with required fields for PO numbers, contract references, and billing codes to reduce errors and ensure consistent billing across projects and sponsors.
Send the same invoice format to multiple approvers or departments with individualized recipient data to accelerate batch approvals while preserving unique audit trails for each recipient.
Maintain time-stamped, tamper-evident logs that capture viewing, signing, and download events to support internal controls and regulatory audits of billing activity.
Support phone verification, knowledge-based checks, or certificate-based authentication for higher-assurance approvals in regulated engagements.
Connect with accounting systems, CRMs, and cloud storage to auto-populate invoice fields and streamline payment reconciliation into finance workflows.
Apply end-to-end encryption and conditional access controls to protect invoice contents and any attached confidential documents during transit and storage.
| Workflow Setting Name and Description | Default configuration value or recommended setting |
|---|---|
| Reminder Frequency for Pending Signatures | 48 hours with two reminders then escalation |
| Signature Authentication Level Requirement | Two-factor authentication for approvers |
| Template Auto-fill and Field Validation | Enabled with mandatory PO and contract fields |
| Audit Trail Retention Period | Retain seven years for regulatory needs |
| Integration Endpoint for Accounting Systems | Secure API endpoint with OAuth 2.0 access |
Mobile, tablet, and desktop platforms all support secure invoice creation and signing, but choose devices with current OS versions and security patches.
Ensure endpoints run up-to-date browsers, enable device encryption, and use MFA to maintain compliance when submitting invoices from any platform.
A clinical research associate bills per completed monitoring visit with itemized travel and report fees.
Resulting in faster PO reconciliation and timely sponsor payment through auditable records and matching.
A regulatory consultant invoices after preparing a section of an IND with milestone references.
Leading to clear contractual alignment and documented approval for release and payment.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| HIPAA support and BAA available | |||
| Audit trail with tamper-evident records | |||
| Bulk Send for batch invoices | |||
| Mobile app signing and native apps |
| Plan and Price Comparison | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Monthly starting price per user | $8 per user per month billed annually | $10 per user per month | $12.99 per user per month | $15 per user per month | $19 per user per month |
| Annual billing discount | Discount available for annual plans | Annual plans available | Annual plans available | Annual pricing available | Annual pricing available |
| Free trial or free tier | 7-day trial available | 30-day trial or limited free | 14-day trial available | Free tier for basic use | Free trial available |
| Signature volume limits on basic plans | Unlimited basic signing for individuals | Limited envelopes per month on entry plans | Limited transactions per month | Limited monthly signatures | Limited monthly documents |
| HIPAA BAA option and enterprise support | BAA and enterprise support available | BAA and enterprise support available | BAA available via enterprise plans | BAA available on certain plans | BAA via enterprise agreements |