Custom Templates
Design multiple invoice templates for different funding types, program areas, and project sizes so teams can quickly select the correct layout and required fields for each billing scenario.
Standard templates reduce billing errors, speed payment cycles, and ensure compliance with grant restrictions and donor reporting requirements while simplifying bookkeeping for nonprofit finance teams.
A development officer uses the template to align billable items with specific grants or donor designations, verify tax-exempt status on materials, and attach explanatory notes for restricted funds to support audit trails and donor transparency.
A project manager completes itemized line entries, tracks phase-based billing, attaches receipts and change orders, and coordinates signatures from stakeholders to confirm milestones before invoices are finalized and submitted for payment.
Nonprofit staff, contractors, and finance volunteers rely on standardized invoices to ensure transparent billing and consistent recordkeeping.
Across roles, templates reduce back-and-forth corrections and provide a single source of truth for payments and compliance.
Design multiple invoice templates for different funding types, program areas, and project sizes so teams can quickly select the correct layout and required fields for each billing scenario.
Capture legally enforceable electronic signatures with identity verification options and signature timestamps to maintain admissible records for audits and contractual obligations.
Send identical invoices to multiple recipients or program sites in a single operation to reduce repetitive tasks when billing recurring programs or multiple units.
Schedule reminder emails for unpaid invoices, with customizable cadence and messaging to accelerate collections while preserving professional donor communications.
Record every action taken on an invoice—views, edits, signatures, and exports—with timestamps and user IDs for transparent dispute resolution and compliance.
Control who can create, edit, send, or view invoices with granular permissions to protect sensitive donor and financial information within the organization.
Two-way integrations with accounting systems map invoices to chart of accounts, track grant codes, and automate journal entries so finance teams avoid manual re-entry and reduce reconciliation errors.
Automated archiving to cloud providers stores signed invoices with versioning and retention settings, ensuring consistent backup and easy retrieval for audits and reporting.
Integration with donor and program CRMs attaches invoices to constituent records so development teams see billing history alongside donations and stewardship communications.
Template fields for grant numbers, restricted fund codes, and program references enforce consistent data capture for accurate fund accounting and compliant reporting.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 7 days |
| Signature Order | Sequential routing |
| Retention Period | 7 years |
| Default Currency | USD |
| Tax Treatment Field | Tax-exempt checkbox |
Templates and signing workflows should function consistently across modern browsers and mobile platforms for accessibility.
Ensure device OS and browser updates are applied and confirm mobile app versions support template features such as attachments, custom fields, and secure signature capture for complete functionality.
A community organization used a standardized invoice template to document materials and labor for a renovated community room with grant funding
Resulting in faster grant closeout and clearer donor reporting for auditors.
A housing nonprofit standardized invoices for multiple units with identical upgrades to reduce administrative time
Resulting in faster payments and cleaner financial statements for compliance reviews.
| Criteria | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| HIPAA-ready with BAA | BAA available | BAA available | BAA available |
| Bulk Send capability | |||
| Full REST API access |
| Plan | signNow (Recommended) | DocuSign | Adobe Acrobat Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Free tier availability | Free trial available; not a perpetual free tier | Free trial; no free tier | Free trial; limited free features | Free tier for basic use | Free plan with limited features |
| Starting monthly price | Plans starting at approximately $8 per user per month | Plans starting around $10 per user per month | Starting near $9.99 per user per month | Starting around $15 per user per month | Starting near $19 per user per month |
| Team and enterprise options | Offers team and enterprise plans with admin controls | Comprehensive enterprise plans with advanced controls | Enterprise plans with SSO and admin features | Business and enterprise plans available | Team and enterprise with workflow tools |
| Bulk Send support | Supports Bulk Send for many recipients | Bulk Send available | Supports bulk sending | Limited bulk features | Bulk send available on higher tiers |
| API and integrations | REST API and prebuilt integrations for popular apps | Full-featured API and extensive integrations | Robust API and Adobe ecosystem integrations | API plus Dropbox integration | API with CRM and payment integrations |