Custom Fields
Define mandatory customs and commercial fields to ensure each invoice includes HS codes, origin, transport references, and payment terms to avoid incomplete filings.
Consistent invoice formats reduce customs delays, limit documentary rejections, and improve accuracy for duties and taxes, resulting in more predictable delivery timelines and lower administrative overhead.
A logistics manager defines required invoice fields, coordinates with carriers and customs brokers, and verifies that each invoice includes transport references and Incoterms. They use standardized formats to reduce clearance time and manage carrier billing disputes.
A customs broker validates HS codes, commodity descriptions, origin declarations, and duty calculations. They rely on complete, machine-readable invoices to submit accurate declarations and avoid customs rejections or additional documentation requests.
Operational teams, customs brokers, carriers, and billing departments use standardized invoice formats to ensure accurate declarations and smoother cross-border movement.
Using a shared format reduces exceptions, accelerates release times, and improves collaboration between supply chain partners and finance teams.
Define mandatory customs and commercial fields to ensure each invoice includes HS codes, origin, transport references, and payment terms to avoid incomplete filings.
Support multi-currency amounts, automatic conversions, and clear currency codes so duties and totals are consistently recorded for cross-border accounting.
Predefined Incoterms options reduce ambiguity in responsibility and cost allocation between seller and buyer across shipments and contracts.
Integrated HS code search and validation prevent misclassification and frequent customs inquiries, improving clearance reliability.
Provide translated invoice fields and labels for key trading partners to reduce misinterpretation during customs review and handling.
Automatically compute totals, duties, taxes, and unit conversions to reduce manual errors and speed invoice preparation.
Create and edit invoice templates in Google Docs, then map fields for signing and export signed copies to drive collaboration and reduce duplicate entry.
Sync invoice data with CRM systems to link shipments to customer records, automate billing triggers, and keep sales and finance aligned with logistics events.
Automatically save signed invoices and metadata to Dropbox folders, ensuring consistent backups and controlled access for accounting and compliance teams.
Maintain a central repository of validated invoice templates to ensure consistent use of required customs and commercial fields across teams.
| Feature | Configuration |
|---|---|
| Approval Sequence | Two-step approval |
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Field Validation Rules | Mandatory HS and Incoterms |
| Archive Policy | Auto-archive signed PDF |
Use modern browsers or mobile apps to access online invoice creation, signing, and storage features across desktop and mobile devices.
Ensure corporate security policies permit TLS-secured browser access and that mobile devices use device-level security; keep apps and browsers updated to maintain compatibility and protect document integrity.
A midsize freight forwarder consolidated invoice fields across regions to include HS codes and Incoterms in a single template
Resulting in faster release times and lower per-shipment administrative costs for clients.
An exporter standardized commodity descriptions and unit values for all outbound shipments
Resulting in improved payment cycle predictability and fewer disputes between trading partners.
| Criteria | signNow | DocuSign |
|---|---|---|
| eSignature Legal Validity | ||
| Bulk Send | ||
| API Access | REST API | REST API |
| Mobile App Availability | iOS/Android | iOS/Android |
Archive signed invoices within 24 hours
Retain quick access copies for 90 days
Preserve records for 5–7 years
Daily incremental backups
Offsite copies retained for 7 years
| Plan/Feature | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign |
|---|---|---|---|---|
| Entry-level monthly price | Starts at $8 per user per month | Starts at $10 per user per month | Starts at $14 per user per month | Starts at $15 per user per month |
| Free trial length | 14 days | 30 days | 7 days | 14 days |
| API included | Yes, REST API available | Yes, REST API available | Yes, REST API available | Yes, REST API available |
| Bulk Send capability | Available in business plans | Available in business plans | Available in enterprise plans | Available in higher tiers |
| Enterprise SSO and compliance | SAML SSO; enterprise controls | SAML SSO; enterprise controls | SAML SSO; enterprise controls | SAML SSO; enterprise controls |