Custom fields
Custom fields allow tagging by campaign, media channel, or client contact, enabling tailored reporting and easier reconciliation across multiple invoices.
A tailored invoice template speeds billing, ensures consistent line-item detail, reduces disputes, and integrates with eSignature and cloud storage for secure recordkeeping.
A solo consultant handling media relations and social campaigns needs a compact invoice template that lists hours, deliverables, and reimbursable expenses. The template should be easy to duplicate, modify per client, and export to PDF for delivery and electronic signature.
A billing manager at a PR agency oversees monthly retainer billing, ad-hoc project invoices, and expense reconciliation. They require templates that support bulk generation, client-specific branding, clear line-item breakdowns, and integration with eSignature solutions for faster client signoff.
Small PR boutiques, freelance consultants, and in-house communications teams use templates to standardize billing and speed collection.
Templates support consistent client communication and provide a single source of truth for finance teams during reconciliation.
Custom fields allow tagging by campaign, media channel, or client contact, enabling tailored reporting and easier reconciliation across multiple invoices.
Save duplicate-ready templates for recurring retainers or standard campaigns, reducing preparation time and ensuring consistent billing language.
Templates that handle currency conversion and display both local and client currencies simplify international billing and reduce reconciliation discrepancies.
Built-in tax fields and optional tax rule notes help ensure correct tax treatment for services and applicable local VAT or sales taxes.
Export invoices to PDF and store copies in cloud storage for backup, archiving, and accounting system import.
Connect templates to CRMs, accounting software, and eSignature platforms to automate invoice delivery and status tracking.
Customizable fields for campaign name, media buys, hours and expenses let teams present client-specific invoices without rebuilding layouts each time, ensuring consistent formatting and faster preparation.
Integration with eSignature platforms like signNow enables electronic approval, secure signature capture, and a verifiable audit trail tied to each invoice for compliance and recordkeeping.
Built-in formulas for hours, rates, taxes, and discounts reduce manual math errors and speed invoice generation while preserving edit history in Google Sheets or Docs.
Include agency logos, payment instructions, and client-specific terms to maintain a professional appearance and reduce client questions about charges.
| Setting Name | Configuration |
|---|---|
| Default reminder notification frequency per signer | 48 hours |
| Default multi-step approval workflow path | Two-step |
| Automatic PDF generation on completion | Enabled |
| Storage location for signed invoices | Shared drive |
| Archival retention policy for invoices | 7 years |
Google Docs and Sheets templates are accessible from desktop browsers and mobile apps, but device capability can affect editing and export options.
Ensure users have current browsers or apps, enable necessary permissions for cloud storage and eSignature tools, and verify PDF export on the device before sending invoices to clients.
An agency standardizes retainer invoices across ten clients using a single Google Sheets template to auto-calculate monthly fees and prorated adjustments
Resulting in faster approvals, fewer clarification requests, and more predictable month-end cashflow for the agency.
A freelance PR consultant issues campaign milestone invoices built from a Google Docs template with embedded deliverable descriptions
Leading to reduced disputes, clearer scope alignment, and accelerated payment cycles after eSignature acceptance.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA legal compliance | |||
| Bulk Send or mass-send capability | Limited | ||
| API access for automation | REST API available | REST API available | REST API available |
| HIPAA compliance option | Available | Available | Available |
Record issue date immediately; use ISO date format.
Record Net terms and automatic late fee start date.
Capture signature timestamp and signer email.
Back up signed PDFs weekly to secure storage.
Retain invoices and records for seven years.
| Plan | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free plan availability and limitations | Free trial only | Limited free trial | Limited free trial | Free tier available | Free trial available |
| Entry-level monthly starting price | $8 per user per month | $10 per user per month | $9.99 per user per month | $15 per user per month | $19 per user per month |
| Bulk Send and mass-signature support | Included in select plans | Add-on or higher plans | Included in business plans | Available on business plans | Available on advanced plans |
| API access and developer support | Full REST API available | Full REST API available | Full REST API available | API available | API available |
| Enterprise compliance and custom contracts | Enterprise options with custom terms | Enterprise plans available | Enterprise plans available | Enterprise available | Enterprise available |