Custom Fields
Define fields for carrier, tracking, incoterm, insurance, and customs code so each invoice captures necessary shipping metadata and supports automated merges from order systems or spreadsheets.
A dedicated shipping invoice template standardizes charges, clarifies carrier responsibilities, and reduces disputes, helping freelancers bill accurately and collect payments faster.
An independent shipper manages local deliveries and invoices dozens of small merchants weekly. The profile requires clear per-package line items, tracking fields, and a simple payment link to reduce collection time and to reconcile bank deposits efficiently with minimal bookkeeping effort.
An e-commerce consultant coordinates fulfillment, calculates international duties, and bills clients for carrier services and handling. The consultant needs templates that include incoterms, declared values, insurance charges, and consolidated summaries to support client accounting and customs documentation.
Freelancers who handle shipping charges use templates to keep billing consistent and auditable.
Templates support faster invoicing and clearer records, which simplifies payment collection and dispute resolution.
Define fields for carrier, tracking, incoterm, insurance, and customs code so each invoice captures necessary shipping metadata and supports automated merges from order systems or spreadsheets.
Schedule and send invoices at regular intervals for ongoing shipping services, with automated numbering and date fields to reduce manual generation and to ensure consistent billing cycles.
Issue invoices in different currencies and specify exchange rates or conversion rules to simplify international billing and to present clear totals for cross-border clients.
Incorporate tax rules and duty line items based on destination to provide accurate totals and to reduce disputes about customs responsibilities and client liabilities.
Export invoice data to CSV or accounting software for reconciliation, reporting, and tax preparation without rekeying line items and payments.
Maintain a tamper-evident record of who viewed, signed, or modified the invoice, with timestamps to support audits and to resolve client queries efficiently.
Synchronize template text and table data with Google Docs to build invoices from collaborative documents, allowing fast updates and easy reuse of shipping terms, item lists, and client-specific clauses while preserving formatting and calculated totals.
Connect templates to a CRM to auto-fill client billing addresses, PO numbers, and contract details, enabling consistent billing records and faster invoice routing based on client account settings and historical payment terms.
Save signed invoices and supporting shipping documents directly to Dropbox folders with consistent naming conventions, making backups and sharing with accountants or clients straightforward and auditable.
Create and save branded invoice templates with custom fields for incoterms, insurance, and carrier-specific surcharges so every invoice conforms to your operational and contractual requirements.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signer Order | Sequential |
| Template Merge Fields | Client and shipment |
| Authentication Method | Access code |
| Storage Location | Encrypted cloud |
Templates and eSignature workflows are accessible from modern browsers and mobile apps for on-the-go invoicing.
Ensure your browser is up to date, enable cookies and JavaScript for full editor functionality, and use official mobile apps for offline access and secure signer workflows.
A local courier generates weekly invoices that summarize parcel counts and per-package surcharges
Resulting in faster payments and fewer disputes.
A consultant bills clients for ocean freight, customs clearance, and insurance in one consolidated invoice
Leading to cleaner client accounting and fewer customs delays.
| Capability | signNow (Recommended) | DocuSign |
|---|---|---|
| Template customization | ||
| Bulk Send | ||
| Advanced authentication options | Access code & 2FA | 2FA & knowledge-based |
| HIPAA-ready offering | BAA available | BAA available |
7 calendar days for client corrections
Net 30 unless otherwise agreed
Apply after 15 days past due
Maintain records for seven years
Provide documents within 10 business days
| Plan / Vendor | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting Price (monthly) | From $8 per user | From $10 per user | From $9.99 per user | From $12 per user | From $19 per user |
| Free Trial | Yes, limited | Yes, limited | Yes, limited | Yes, limited | Yes, limited |
| eSignature Compliance | ESIGN, UETA | ESIGN, UETA | ESIGN, UETA | ESIGN, UETA | ESIGN, UETA |
| Bulk Send Limit | Up to thousands | Tier dependent | Enterprise only | Paid tiers | Paid tiers |
| API Access | Available on paid plans | Available on paid plans | Available on paid plans | Available on paid plans | Available on paid plans |
| Document Templates | Custom templates supported | Custom templates supported | Custom templates supported | Template library available | Template library available |