Template Library
Prebuilt invoice templates with fields for deliverables, license terms, purchase order references, and approval checkboxes that reduce errors and standardize submissions across projects and clients.
A focused invoice reduces billing ambiguity, clarifies intellectual property terms, and supports compliance requirements common in life sciences contracts, improving transparency between designers and scientific clients.
Independent illustrators and designers who support biotech labs and clinical teams, often juggling multiple projects and needing clear invoices that document deliverables, licensing limits, revision allowances, and payment terms to satisfy institutional procurement processes.
Account managers at creative agencies that service medical and life sciences clients; they coordinate with legal and regulatory reviewers and produce consolidated invoices that map creative milestones to contract terms and approval records.
Design contractors, in-house creative teams, and service bureaus supporting labs and biotech firms commonly prepare tailored invoices for scientific projects.
These invoices meet procurement, legal, and accounting expectations across research institutions and regulated vendors, smoothing review and payment processes.
Prebuilt invoice templates with fields for deliverables, license terms, purchase order references, and approval checkboxes that reduce errors and standardize submissions across projects and clients.
Comprehensive, time-stamped activity logs that record viewing, signing, and modification events to satisfy internal audits and external regulatory reviews.
Ability to send identical invoices to multiple recipients or departments with individualized fields, useful for recurring billing across study sites or multiple purchase order codes.
Granular access controls that let finance, legal, and creative teams see or edit only relevant fields, protecting sensitive project details.
Contractual arrangements and technical controls to support HIPAA-compliant workflows when invoice attachments include protected health information or project identifiers.
Programmatic access for creating, sending, and archiving invoices directly from billing systems, CRMs, or project management tools to reduce manual entry and reconciliation.
Export styled invoice content directly from Google Docs into an eSignature-ready PDF, preserving layout and embedded approvals, and allowing one-click send for signature and archival.
Link invoice records to CRM contacts and accounts so billing details and purchase order numbers populate automatically from client records, improving reconciliation accuracy.
Attach original source files, artwork, and high-resolution deliverables stored in Dropbox to the invoice record while controlling access through document permissions and version history.
Create standardized invoice templates that include required compliance fields, client-specific billing codes, and pre-set payment terms to speed recurring invoicing across projects.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Template Library Access | Restricted |
| BAA Enabled | On request |
| Retention Period | 7 years |
Ensure recipients can open, review, and sign invoices across common devices to avoid processing delays.
Confirm client environments and test signature flows on representative devices to ensure the invoice, embedded attachments, and signature fields render correctly and to reduce troubleshooting after send.
A designer produced patient flow diagrams and illustrated protocol schematics for a Phase II study to clarify procedures for the sponsor and IRB reviewers.
Resulting in faster approval and on-time payment from the study sponsor after procurement review.
An agency created label artwork and device diagrams for a medical device submission to regulators and provided high-resolution files and source assets with version notes.
Leading to an expedited contract finalization and cleared invoice processing with the client’s compliance department.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| HIPAA-compliant BAA | Available | Available | Available |
| Bulk Send | |||
| API access | |||
| Template management | Advanced | Advanced | Advanced |
| Plan/Feature | signNow (Featured) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | Starts around $8/user | Starts around $10/user | Included with Acrobat DC around $15/mo | Starts around $15/user | Starts around $19/user |
| Free trial availability | Yes, short trial | Yes, trial available | Yes, trial available | Yes, trial available | Yes, trial available |
| API access included | Yes with API plans | Yes | Yes | Yes | Yes |
| BAA / HIPAA support | Available on request | Available on request | Available on request | Available on request | Available on request |
| Support channels | Email and phone support | Enterprise support tiers | Phone and online support | Email support | Chat and email support |