Bulk Send
Send multiple export invoices to different recipients in one action with individualized fields for each shipment, reducing repetitive manual sends and shortening overall signing cycles for regular carriers and customers.
A standardized digital invoice reduces administrative errors, speeds customs processing, and creates a clear, auditable record of freight charges and responsibilities.
An export coordinator prepares shipment documentation, verifies freight charges against contracts, and ensures invoices include customs references. They need consistent templates, quick signature capture, and traceable audit logs to avoid customs hold-ups and to support billing disputes.
A freight broker consolidates invoices from multiple carriers, reconciles accessorials and detention fees, and provides consolidated billing to shippers. They require reliable document workflows, multi-signer routing, and secure storage to manage client accounts and regulatory checks.
These roles benefit from digital workflows that reduce manual handoffs and provide auditable signatures tied to shipment records.
Send multiple export invoices to different recipients in one action with individualized fields for each shipment, reducing repetitive manual sends and shortening overall signing cycles for regular carriers and customers.
Show or hide invoice fields based on shipment type or incoterms so templates adapt to export or domestic scenarios and reduce entry errors from irrelevant fields.
Programmatic APIs let TMS and ERP systems generate invoices automatically, push them for signer review, and capture signed PDFs back into the system for reconciliation.
Define multistage approval chains that include operations, compliance, and finance, enforcing sequential or parallel signing as required by company policy.
Enable secure tablet or smartphone signing to capture approvals at terminals or in transit, keeping processing times short and documentation timely.
Exportable audit logs and signature evidence support regulatory reviews, internal compliance programs, and external audits.
Customizable invoice templates save fields for carrier, shipment ID, incoterms, and accessorials; templates reduce manual entry, standardize invoicing across teams, and ensure required customs references are present for each export transaction.
A tamper-evident record of who viewed and signed the invoice, with timestamps and IP addresses, supports customs inquiries, internal audits, and dispute resolution by providing clear evidence of approvals and edits.
Automated routing to multiple approvers in sequence or parallel lets export coordinators, finance, and carrier representatives sign in the correct order without manual chasing, improving cycle times and accountability.
Prebuilt connectors to carriers, TMS, and accounting systems let you populate invoices automatically, push signed documents to storage, and synchronize payment and reconciliation workflows.
| Setting Name | Configuration |
|---|---|
| Default reminder frequency setting | Send first reminder after 48 hours, follow-ups every 72 hours until signed. |
| Required approver sequence configuration | Set operations to approve first, then finance, then carrier signature if needed. |
| Attachment validation and required documents | Enforce inclusion of bill of lading and customs references before routing. |
| Signature authentication level | Require multi-factor authentication for external carriers on high-value invoices. |
| Retention and archival policy | Auto-archive signed invoices to central storage with seven-year retention metadata. |
Maintain updated browsers and operating systems, enable TLS/HTTPS, and use corporate device management for secure mobile signing and reliable document rendering across platforms.
A freight forwarder needed a single invoice covering multiple legs and carriers with clear accessorial allocation
Resulting in faster payment reconciliation and fewer carrier disputes.
An exporter faced a customs inquiry requiring proof of freight charges and carrier identities
Leading to rapid customs clearance and avoided detention fees.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Audit trail detail | Comprehensive | Comprehensive | Comprehensive |
| Bulk send capability | |||
| API and integration flexibility | Robust REST API | Extensive APIs | Platform APIs |
Issue invoices promptly after pickup or delivery to support timely customs processing.
Clearly state net terms and calculate interest or late fees based on contractual agreements.
Retain export documents per federal and foreign customs requirements.
Ensure documents are retrievable within required internal audit windows.
Back up signed invoices regularly to meet continuity needs.
| Starting price (annual) | signNow (Recommended) from $8/user/month | DocuSign from $10/user/month | Adobe Sign from $14.99/user/month | Dropbox Sign from $15/user/month | PandaDoc from $19/user/month |
|---|---|---|---|---|---|
| Included eSignature features | Core eSign, templates, audit trail | Core eSign, templates, mobile | eSign, workflows, Adobe ecosystem | eSign, templates, Dropbox integration | eSign, templates, document analytics |
| Bulk sending limits | Bulk Send included on business plans | Available on higher tiers | Available with enterprise plans | Available on paid plans | Bulk sends available on business plans |
| API availability | Available with API access on paid plans | API available with developer options | API available in enterprise tiers | API available on business/enterprise | API access on paid plans |
| HIPAA support option | BAA available on eligible plans | BAA available | BAA available with enterprise | BAA available upon request | BAA available with enterprise agreements |
| Free trial or demo | Free trial available | Free trial available | Free trial available | Free trial available | Free trial available |