Form Fields
Customizable fields let you capture employee name, project codes, start and end times, billable and non-billable hours, expense items, and client references in a structured way to support consistent invoicing and reporting.
In the United States, electronic signatures and records for invoices are governed by ESIGN and UETA; properly implemented eSignature workflows meet legal requirements when they capture intent, association, and consent.
An Invoice Manager configures templates, assigns approval workflows, and reviews audit trails. They manage access controls, set reminder schedules, and ensure templates meet internal policy and client billing requirements.
Approvers receive routed invoices for review and signature. They validate hours, confirm billing rates, and either approve for sending to clients or return invoices with comments for correction and resubmission.
Customizable fields let you capture employee name, project codes, start and end times, billable and non-billable hours, expense items, and client references in a structured way to support consistent invoicing and reporting.
Built-in calculation fields compute line item totals, overtime, taxes, and invoice sums automatically, reducing manual math errors and ensuring each invoice reflects accurate amounts before signing or sending.
Conditional fields show or hide sections based on role, project type, or billing method, allowing a single template to serve multiple scenarios and minimize duplicate templates for similar workflows.
Save templates centrally with version control and role permissions so managers reuse approved invoice formats, ensuring consistency across departments and simplifying periodic updates.
Send identical timesheet invoices to multiple recipients in a single operation, with individualized recipient fields and tracking for each document to speed distribution and collection.
Every send, view, edit, and signature event is recorded with timestamps and IP addresses, creating an auditable history suitable for internal records, client disputes, and regulatory compliance.
Two-way integration allows templates to be stored and versioned in Google Drive with automatic updates; timesheet data can be exported to Sheets for analysis and reporting, reducing manual CSV exports and ensuring a single source of truth for invoice documents.
Link invoices to CRM records so client details, billing addresses, and project codes populate automatically; integration supports syncing signed invoice status back into the CRM for accurate account receivable tracking and pipeline visibility.
Store completed signed invoices in Dropbox folders with consistent file naming; automated folder creation and retention policies centralize records and simplify backups for teams that use Dropbox for document management.
A visual editor supports drag-and-drop fields, custom branding, and reusable templates; editors can embed calculations, conditional sections, and role-based placeholders to produce invoices tailored to different client and project types.
| Setting Name | Configuration |
|---|---|
| Automatic Reminder Frequency Configuration Option | 48 hours before due |
| Sequential Approval Routing Configuration Option | Manager then finance |
| Conditional Approval Threshold Configuration Option | Over $1,000 requires CFO |
| Bulk Send Schedule Configuration Option | Weekly batch at 02:00 |
| Archive Retention Action Configuration Option | Move after 90 days |
The timesheet invoice template for management is accessible from modern browsers and mobile apps so users can complete and sign invoices on any device.
For consistent results, use the latest browser versions, keep mobile apps updated, and ensure users authenticate before sending; device-specific formatting may vary so test templates on primary devices used by your team.
A consulting firm uses the template to capture consultant hours per project
Resulting in reduced billing cycle time and clearer client statements.
An administrative team tracks staff hours for contract billing
Leading to improved compliance and faster reimbursement workflows.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN and UETA compliance | |||
| Bulk Send capability | |||
| API access for automation | REST API | REST API | REST API |
| Advanced authentication options | Email, SMS, SAML | Email, SMS, SAML | Email, SMS, SAML |
7 years for financial records
Daily backups
Move to cold storage after one year
Quarterly permissions audit
Annual restore drills
| Plan / Feature | signNow (Recommended) | DocuSign | Adobe Sign | HelloSign | PandaDoc |
|---|---|---|---|---|---|
| Free plan availability | Limited free tier | No free tier | Free trial only | Free tier available | Free trial available |
| Starting monthly price | $8 per user monthly | $10 per user monthly | $9.99 per user monthly | $15 per user monthly | $19 per user monthly |
| Bulk send limits | Unlimited in paid plans | Limits by plan | Limits by plan | Higher limits on business plans | Batch limits on plans |
| API access availability | Included on business plans | Available via API plan | Included with enterprise | API on business plans | API with paid plans |
| Enterprise security features | SSO and HIPAA options | SSO and enterprise features | SSO and compliance tools | SSO on enterprise | SSO and advanced controls |