Document Templates
Create reusable invoice and engagement letter templates with preplaced fields to reduce manual entry and ensure consistent data capture across accounting tasks.
Electronic signatures through signNow and Apptivo are generally enforceable under ESIGN and UETA when parties consent and records are retained, but accounting teams should confirm specific state requirements and industry regulations.
Responsible for approving invoices and financial agreements; configures templates and retention policies, reviews audit trails, and manages billing settings for the eSignature platform to ensure compliance.
Sends invoices and reminders to clients, monitors signing status, follows up on unsigned documents, and coordinates with integrations to post payments once signed documents are received and validated.
Create reusable invoice and engagement letter templates with preplaced fields to reduce manual entry and ensure consistent data capture across accounting tasks.
Send the same invoice or form to multiple recipients in a single operation while tracking individual response status and reducing repetitive manual sends.
Support email verification, SMS codes, and password protection so signers are authenticated before they access and sign accounting documents.
Integrate eSignature into accounting systems to auto-populate documents, trigger sends from workflows, and receive callbacks on completed transactions.
Maintain a tamper-evident log with timestamps, IP addresses, and action events to support recordkeeping and financial audits.
Apply configurable retention and automatic archival policies to meet internal records schedules and regulatory requirements.
Connect templates to CRM contact records to auto-populate client details and reduce duplicate data entry when issuing invoices or engagement letters from the accounting workflow.
Automatically archive signed documents to cloud storage providers to centralize records and simplify access management for accounting staff and auditors.
Use REST APIs to embed signature flows into accounting software, trigger sends from billing events, and receive webhooks on completion for reconciliation.
Design data-rich templates with conditional fields and calculations to support complex invoice formats and ensure consistent, accurate deliverables.
| Feature | Configuration |
|---|---|
| Automatic signer routing and order rule | Sequential order |
| Reminder frequency and escalation policy | 48 hours, 3 reminders |
| Conditional field population and data mapping | Map CRM fields to templates |
| Signed document archival destination | Cloud storage folder |
| Retention and deletion schedules | 7 years retention |
signNow and Apptivo support modern browsers and mobile apps so accounting teams can sign and manage documents on desktop, tablet, or smartphone.
Check browser compatibility for Chrome, Edge, Safari, and Firefox; ensure mobile devices run supported OS versions and use official apps to maintain authentication features and secure storage.
A mid-sized bookkeeping firm automates monthly invoice approvals using templates and Bulk Send
Resulting in faster collections and clearer audit trails.
An accounting practice issues engagement letters and stores signed copies in the client record
Leading to reliable client records and compliance with retention policies.
| Feature | signNow | Apptivo | Paper |
|---|---|---|---|
| Bulk Send | |||
| API Access | |||
| HIPAA support | Limited | N/A | |
| Automated audit trail |
| Pricing header | signNow | Apptivo | Free option | Typical user count | Pricing notes |
|---|---|---|---|---|---|
| Subscription model summary | Subscription with monthly and annual billing available | Per-user subscription with tiered plans | Free tier for limited users | Small teams to mid-sized firms | Annual billing often offers discounts |
| Trial and free tiers | Free trial available for new accounts | Free plan available with limited features | Trial or free tier details vary | Solo practitioners and small teams | Confirm feature limits during trial |
| Volume and enterprise pricing | Volume discounts and enterprise quotes offered | Custom enterprise quotes available | Contact sales for enterprise arrangements | Mid to large firms | Negotiated contracts for high volume |
| Included features in base plans | Core eSignature, templates, basic integrations included | CRM-centric features and eSignature integration included in CRM plans | Basic eSignature features may be included free | Small to medium businesses | Check included API and Bulk Send limits |
| Billing and payment terms | Monthly and annual billing options with invoicing | Monthly and annual billing; some plans bill per app | Payment methods and invoicing options vary | Accounting departments | Verify invoice and tax settings before deployment |