Custom Fields
Custom fields let you add project-specific identifiers, contract numbers, or client codes so each invoice ties directly to the related engagement and internal accounting structure.
Standardizing on a simple blank invoice reduces billing errors, clarifies scope and payment terms, and speeds approval cycles; it also supports consistent recordkeeping for accounting and audits.
A self-employed consultant who bills hourly and manages client contracts directly. The template must include project identifiers, hourly rates, and clear payment terms so invoices can be issued quickly and reconciled with minimal back-and-forth.
A billing manager at a mid-size firm who issues invoices for multiple teams and projects. They need template standardization, batch sending, and audit trails to ensure consistent billing and simplify month-end reconciliation.
Engineering professionals across project sizes rely on concise invoice templates to streamline billing and maintain consistent documentation.
Using a standard blank invoice helps these groups reduce disputes, improve payment predictability, and maintain clearer financial records.
Custom fields let you add project-specific identifiers, contract numbers, or client codes so each invoice ties directly to the related engagement and internal accounting structure.
Detailed line items with descriptions, quantities, unit prices, and item-level taxes make it easier for clients to validate charges and reduce disputes during review.
Built-in tax calculation and discount fields ensure totals are accurate and compliant with local tax rules while allowing negotiated concession entries where applicable.
Reusable templates maintain consistent formatting and required legal wording across invoices, reducing setup time and ensuring all necessary terms are present.
Integrated electronic signature capture creates a verifiable acceptance record and supports downstream accounting and contract retention requirements for signed invoices.
A tamper-evident audit trail records each action—viewing, editing, sending, signing—supporting internal controls and external audits for the billing process.
Sync templates and export invoice content directly to Google Docs for collaborative editing, then convert to PDF for consistent distribution and signature collection.
Integrate with CRM systems to populate client contact and project fields automatically, ensuring invoices match account records and improving reconciliation.
Save final signed invoices automatically to Dropbox folders to centralize storage and enforce retention and backup policies without manual uploads.
Create role-specific templates for consultants, subcontractors, and procurement submissions to ensure each invoice contains the right fields and legal wording.
| Feature | Default configuration values used for invoice workflows and automation |
|---|---|
| Reminder Frequency for Unpaid Invoices | Send reminder every 48 hours until recipient signs or invoice is paid |
| Signature Order and Routing | Sequential routing by role to ensure approvals follow contract sequence |
| Auto-Archive for Completed Documents | Move finalized invoices to archive 30 days after completion |
| Approval Requirement for High Value | Require manager approval for invoices above predefined threshold |
| Notification Settings for Stakeholders | Email notifications to billing, project manager, and client on status changes |
A simple blank invoice for engineering can be created, edited, and signed on common desktop and mobile platforms with minimal requirements.
For reliable performance, ensure browsers and mobile apps are up to date, maintain secure network connections, and confirm file formats like PDF are used for final distribution.
A small civil engineering firm issues monthly invoices using a simple blank template to list hours and materials for multiple projects
Resulting in faster payments and clearer month-end financial statements for the firm.
A subcontractor sends an invoice for a project milestone with attached timesheets and purchase receipts
Leading to timely reimbursements and improved contractor cash flow.
| Criteria | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Mobile App Support | |||
| HIPAA Compliance | |||
| Bulk Send capability | |||
| API Access |
Move drafts to a temporary archive after 30 days of inactivity
Retain signed invoices and audit logs for seven years for tax and audit purposes
Allow 90 days for reconciliation and dispute resolution before final archival
Review user access to archived documents at least once per year
Perform daily backups and weekly offsite replication for disaster recovery
| Plan Feature | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free Tier Availability | Limited free plan for individuals | No free plan | No free plan | Free tier available | Free trial available |
| Monthly Starting Price | $8 per user per month | $25 per user per month | $14.99 per user per month | $15 per user per month | $19 per user per month |
| Base eSignature Type | Standard electronic signature | Standard electronic signature | Standard electronic signature | Standard electronic signature | Standard electronic signature |
| API Access Included | Included with API plan | Included with developer plan | Included with enterprise offerings | Paid API access | API in paid plans |
| HIPAA Support | Available under BAA | Available under BAA | Available under BAA | Available under BAA | Available under BAA |