Prebuilt fields
Ready-to-use charge, weight, and route fields reduce setup time and ensure consistency across invoices and systems for faster deployment and fewer mapping errors.
Standardizing transportation invoices reduces billing errors and speeds reconciliation while preserving audit-ready records for carriers and customers.
Responsible for overseeing shipment billing and carrier invoicing standards. Uses templates to enforce consistent charge codes, validate freight terms, and approve exceptions before invoices are issued to customers or trading partners, ensuring billing accuracy and compliance.
Prepares and issues transportation invoices using templates integrated with TMS or accounting software. Handles adjustments, applies discounts or claims, and monitors payment status while maintaining audit records for each invoice lifecycle.
Logistics managers, billing teams, and freight brokers use templates to ensure consistent invoices and faster payment processing.
Consistent templates reduce disputes and support automated workflows across carrier, broker, and customer systems.
Ready-to-use charge, weight, and route fields reduce setup time and ensure consistency across invoices and systems for faster deployment and fewer mapping errors.
Rules that show or hide accessorials and taxes based on shipment attributes prevent incorrect charges and simplify reviewer workflows while maintaining template clarity.
Ability to generate and distribute large batches of invoices with individualized data supports high-volume billing cycles without manual intervention or per-document upload.
Complete, timestamped event logs record each change and signature, providing legally defensible evidence and easier reconciliation in disputes or audits.
APIs for TMS, ERP, and accounting allow automated population of invoice data and push completed invoices into financial systems for faster posting.
Role-based permissioning ensures only authorized users can edit templates, approve invoices, or view sensitive billing data, improving compliance and security posture.
Two-way sync to populate templates from Google Docs or export signed invoices for collaboration and archiving within Google Workspace workflows for teams that rely on shared documents.
Integration pulls account, order, and contact details directly into invoice templates and logs signed documents to Salesforce records to maintain a single source of customer billing truth.
Automatic storage of finalized invoices in Dropbox folders with controlled access and versioning, simplifying backup and retrieval for audit purposes and internal reviews.
Bi-directional connectivity posts invoice totals into QuickBooks as draft or finalized invoices and syncs payment status to streamline bookkeeping and AR reconciliation.
| Feature | Value |
|---|---|
| Default reminder frequency in hours | 48 hours |
| Default document signing order rule | Sender first, then customer |
| Template library access permission level | Approver and editor roles |
| Audit log retention period days | 3650 days |
| API webhook callback URL enabled | Yes |
Ensure the template platform supports the devices your teams use for creating and approving invoices.
Confirm browser and mobile compatibility, plus offline signing behavior, to keep invoicing reliable across warehouses, terminals, and customer sites without workflow interruptions.
A national carrier consolidated multi-stop shipments into one digital invoice to reduce duplicate line items and reconcile fuel surcharges accurately
Resulting in faster payments and clearer partner reconciliation for all parties.
A freight brokerage automated invoice generation from TMS records to ensure standard charge codes and consistent taxes across lanes
Leading to improved cashflow visibility and fewer invoice disputes month over month.
| Criteria | signNow (Recommended) | DocuSign |
|---|---|---|
| Legally binding eSignature | ||
| Audit trail and timestamps | ||
| Bulk Send for invoices | ||
| Native accounting integrations | Limited |
| Plan / Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | OneSpan Sign |
|---|---|---|---|---|---|
| Starting price (per user, monthly) | $8 per user per month billed annually | $10 per user monthly basic plan | $9.99 per user per month subscription | $15 per user per month entry tier | $20 per user per month enterprise focus |
| API access included | Included on most plans with limits | Available on developer plans | Included with enterprise subscriptions | Available on business plans | Included with enterprise API package |
| Bulk Send capacity | High-volume bulk send support available | Bulk send available with limits | Bulk distribution via enterprise plan | Batch send supported | Batch sending for enterprise customers |
| Advanced workflow features | Conditional fields, templates, and role routing included | Advanced workflows in higher tiers | Workflow tools in enterprise plans | Basic routing and templates | Advanced orchestration in enterprise |
| HIPAA and compliance support | HIPAA-friendly options and BAAs available | HIPAA support on select plans | Enterprise compliance and BAA options | Compliance support available via enterprise | Designed for regulated industries with enterprise features |