Automated approvals
Approval routing that forwards timesheets to the correct manager based on client or project codes, reducing manual handoffs and ensuring validation before invoices are generated.
A combined timesheet invoice template for public relations standardizes billing, reduces disputes, and speeds reconciliation for both agencies and clients.
Account Managers compile team timesheets, verify task descriptions against client scopes, and submit finalized invoices for client approval. They rely on templates to present consistent line items and explanations for hours billed, helping reduce client questions and speeding payment cycles.
Freelancers use the template to track and invoice multiple clients without custom formatting each month. The template provides clear task labels, rate fields, expense entries, and payment terms so solo operators can bill professionally and maintain orderly records for taxes and client history.
Agencies, freelance PR consultants, and in-house communications teams use templates to align billing with client agreements and project scopes.
Standard templates support faster approvals and clearer audit trails, improving transparency between PR providers and clients.
Approval routing that forwards timesheets to the correct manager based on client or project codes, reducing manual handoffs and ensuring validation before invoices are generated.
Create multiple client invoices at once from aggregated timesheet data to accelerate month-end billing and reduce repetitive export and format steps.
Template allows agency logos, client-facing language, and contract references so invoices match corporate identity and contractual obligations for professional presentation.
Prebuilt connectors to accounting and CRM systems that sync client data, project codes, and invoice statuses to maintain a single source of truth.
Immutable logs for edits, approvals, and signatures to satisfy review requirements and provide evidence during client inquiries or compliance checks.
Support for PDF and CSV exports to send client-ready invoices and feed accounting ledgers without manual reformatting steps.
Detailed task descriptions for each billed entry, including date, start and end time, staff role, and brief activity notes to justify charges and simplify client review.
Support for multiple rate types within a single invoice, including hourly rates by role, flat project fees, and retainer allocations to correctly compute totals and taxes as applicable.
Fields to record reimbursable expenses, attach receipts, and allocate costs to campaigns or media buys so invoices reflect true client charges and maintain audit-ready backup.
Customizable payment terms, late fee terms, and preferred payment methods clearly stated on the invoice to reduce ambiguity and improve collections performance.
| Workflow Setting and Default Configuration | Definitions and default values for automated invoice processing and approvals |
|---|---|
| Invoice Generation Timing Setting (Monthly/Weekly) | Monthly on last business day |
| Invoice Reminder Frequency Setting (Days) | 48 hours before due date |
| Approval Routing Rule Setting by Project | Project manager then finance reviewer |
| Notification Channel Setting for Approvals | Email and in-app notifications enabled |
| Automatic Late Fee Application Setting | Apply 1.5% monthly after 30 days |
Ensure the timesheet invoice template for public relations is accessible across devices and integrates with common office applications for maximum flexibility.
Confirm browser requirements, mobile OS versions, and any connector permissions to guarantee consistent behavior when creating, signing, and archiving invoices on desktop, tablet, or phone.
A midsize PR agency consolidated weekly team timesheets into one invoice for a monthly retainer client, including hourly breakdowns for outreach and reporting
Resulting in faster approval and on-time payment while reducing reconciliation time.
A freelance PR consultant tracked pitching, media monitoring, and social amplification across two clients using the template
Leading to fewer questions from clients and streamlined bookkeeping for quarterly tax preparation.
| Feature or Capability | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| Bulk Send | |||
| Audit Trail | Comprehensive | Comprehensive | Comprehensive |
| Mobile App | |||
| HIPAA Compliance Option | Available | Available | Available |
| Monthly starter plan | signNow (Recommended) | DocuSign Business Pro | Adobe Sign Individual | Dropbox Sign Standard | PandaDoc Essentials |
|---|---|---|---|---|---|
| Per-user monthly cost | From $8 per user monthly | From $10 per user monthly | From $9.99 per user monthly | From $8 per user monthly | From $19 per user monthly |
| Included eSignatures | Unlimited for core plans | Limited envelopes per month | Unlimited for individual plan | Limited signatures per month | Limited documents monthly |
| Audit and compliance | Detailed audit trail included | Detailed audit trail included | Detailed audit trail included | Basic audit trail | Detailed audit trail included |
| Integrations included | Google, Salesforce, Dropbox connectors | Wide integrations | Adobe ecosystem integrations | Dropbox ecosystem integrations | CRM integrations available |
| Support options | Email and chat support included | Email and phone support | Email and chat support | Email support | Priority support on higher tiers |