Bulk Send
Send hundreds of tailored invoices in a single operation with per-recipient data merges, preserving individual invoice records and signatures for each tenant.
Standardized rent invoices reduce disputes, speed payment reconciliation, and ensure consistent accounting across multiple sites or tenants in the technology sector.
Manages lease portfolios for buildings and data centers, issues monthly rent invoices, coordinates tenant service charges, and monitors collections. Requires easy invoice customization, batch sending, and a reliable audit trail to support dispute resolution and month-end closing.
Oversees accounts receivable and ensures invoices comply with contract terms and tax requirements. Needs templating, reconciliation fields, exportable ledger data, and permissioned access for external auditors during reviews.
Teams that manage leases or subleases and finance staff rely on consistent invoice formats to match payments to contract terms.
Clear responsibilities across these roles help ensure invoices are accurate, approved quickly, and stored with a robust audit trail.
Send hundreds of tailored invoices in a single operation with per-recipient data merges, preserving individual invoice records and signatures for each tenant.
Show or hide invoice fields based on tenant type or lease clauses, enabling one template to serve multiple contract variations without manual edits.
Define role-based approval sequences triggered by invoice value or charge type to ensure appropriate signoffs for high-value or nonstandard charges.
Require SMS or authenticator codes for high-risk approvals to increase confidence in signer identity and reduce fraud risk.
Export invoice data in CSV or ledger-specific formats to streamline posting and reconciliation in general ledger systems.
Automate archival and legal-hold rules to retain invoices per regulatory and internal requirements while ensuring secure access controls.
Flexible templates let you predefine line items, tax rules, and conditional fields so invoices match lease clauses and reduce manual edits for recurring billing cycles.
Support for email verification, SMS codes, or third-party identity checks ensures signatory identity for approvals and acceptance of invoice terms.
Immutable logs capture each action—view, edit, sign—with timestamps and IP metadata to support compliance reviews and dispute resolution.
Prebuilt connectors to accounting and CRM systems enable automated posting of invoice data and status updates to reduce duplicate entry and speed reconciliation.
| Setting Name | Configuration |
|---|---|
| Invoice generation schedule | Monthly |
| Approval workflow | Two-step approval |
| Reminder frequency | 7 days |
| Archive retention period | 7 years |
| Notification channels | Email and SMS |
Ensure the invoicing and signature solution works on the devices your teams and tenants use, including desktop and mobile.
Confirm that mobile apps support completing and signing invoices, attaching proof of service, and that desktop workflows support bulk operations and integration with accounting systems.
A provider issued monthly rack and power invoices with standardized line items for each tenant
Resulting in a 30 percent reduction in dispute resolution time and faster cash application.
A tech campus generated hybrid invoices combining base rent, event space fees, and shared bandwidth charges
Leading to consistent on-time payments and simpler audit preparation.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Legally valid in U.S. | |||
| Bulk Send capability | Yes (limits) | ||
| Audit trail detail | Detailed logs | Detailed logs | Detailed logs |
| HIPAA support options | Available | Available | Available |
Seven years retention
Ten years retention
Indefinite until release
Automated after retention
Daily incremental backups