Secure Signing
Role-based digital signatures with configurable authentication options and audit logs to meet organizational and regulatory evidence requirements for invoices.
Electronic invoice PDFs executed via compliant platforms meet U.S. legal standards under ESIGN and UETA when signature intent, consent, and reliable record retention are in place; life sciences organizations should also consider HIPAA and FERPA requirements for protected data handling.
Manages invoice templates, oversees billing workflows, assigns approval routing, and ensures invoices include correct study and accounting metadata prior to sending for signatures. Responsible for export and reconciliation with finance systems.
Defines retention schedules, verifies BAA and HIPAA controls, audits signed invoice records regularly, and enforces access permissions to maintain regulatory compliance across clinical billing operations.
Role-based digital signatures with configurable authentication options and audit logs to meet organizational and regulatory evidence requirements for invoices.
Reusable invoice templates with locked fields, variable data placeholders, and versioning to standardize invoices across clinical sites and vendors.
Rule-based actions that route invoices, apply reminders, and trigger PDF downloads or archival after signature completion to reduce manual steps.
Native connectors and API access to CRM, billing systems, and cloud storage so signed invoice PDFs flow to finance and compliance systems reliably.
Comprehensive, tamper-evident audit records showing signer identity, timestamps, IP addresses, and document changes for every invoice transaction.
Granular user roles and permissions to restrict who can edit, sign, download, or export invoice PDFs within the organization.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Auto-archive Location | Secure cloud folder |
| Signature Order | Sequential or parallel |
| Conditional Routing Rules | By amount or department |
| Retention Policy | 7 years |
For best results in regulated life sciences environments, use current browser versions, enable TLS, keep mobile apps updated, and configure access controls to limit document access to authorized personnel.
A study billing coordinator generates invoices for site services and imports study IDs and line items into a template
Resulting in consistent, compliant invoices and faster sponsor reconciliation.
A lab procurement team receives supplier invoices and routes them for approval through a standardized workflow
Leading to reduced processing time and clear audit evidence for payables.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| HIPAA-ready | Available with BAA | Available with BAA | Available with BAA |
| Mobile apps | iOS and Android apps | iOS and Android apps | iOS and Android apps |
| Bulk Send | Bulk Send support | Bulk Send support | Bulk Send support |
| API access | REST API with SDKs | REST API and SDKs | REST API and SDKs |
Minimum seven years for many clinical records
Nightly backups to a secure archive
Immediate suspension of deletion on hold
Maintain immutable logs for seven years
Quarterly exports for long-term archival
| Feature | signNow (Recommended) | DocuSign | Adobe Sign | OneSpan Sign | HelloSign |
|---|---|---|---|---|---|
| Starting Price (per user/mo) | $8 per user/month | $10 per user/month | $9.99 per user/month | Contact sales | $15 per user/month |
| HIPAA-ready plan | BAA available for covered plans | BAA available for customers | BAA available for enterprise | BAA via enterprise agreements | BAA available for business plans |
| API access and SDKs | Full REST API and SDKs | Full API and SDK support | REST API and SDKs | Enterprise API | REST API and SDK |
| Bulk Send capabilities | Supports bulk send with templates | Bulk sending supported | Bulk send available | Bulk workflows available | Bulk send supported |
| Document retention controls | Configurable retention and legal holds | Enterprise retention features | Retention and export controls | Retention policies via enterprise | Retention settings available |