Custom Fields
Add industry-specific fields such as lease identifiers, insurance policy numbers and fuel surcharges to capture the exact data required by travel and accounting workflows for downstream automation and reporting.
Digitizing receipts reduces manual entry, improves accuracy for expense reporting, and centralizes records for audits and insurance claims, while enabling quicker reimbursements and easier fleet reconciliation.
Responsible for vehicle assignment, maintenance records, and tracking mileage for travel programs. Uses receipts to validate usage, reconcile costs with budgets, and provide documentation for insurance claims or audits.
Manages vendor bookings and reimbursements for employee travel. Compiles receipts to confirm charges, ensure policy compliance, and facilitate timely expense settlement and vendor payments.
Travel managers, fleet supervisors, and accounts payable teams commonly manage vehicle receipts within travel programs and corporate mobility services.
Centralizing receipt capture and approval workflows reduces reconciliation time and improves compliance across travel, procurement, and finance functions.
Add industry-specific fields such as lease identifiers, insurance policy numbers and fuel surcharges to capture the exact data required by travel and accounting workflows for downstream automation and reporting.
Send a single receipt template to multiple signers or drivers for mass acknowledgments, reducing repetitive work when confirming routine rentals or fleet assignments across many recipients.
Connect receipt generation and retrieval with travel management systems and expense platforms to automate population of booking details and reconcile charges programmatically without manual entry.
Built-in connectors to cloud storage, CRM and accounting platforms simplify archival, vendor reconciliation, and syncing of receipt metadata for financial close processes.
Support for SMS codes, access passwords and identity verification reduces risk of unauthorized signing and improves evidentiary strength for high-value vehicle transactions.
Configurable retention rules ensure receipts are kept for the required period for audits and insurance, with automatic archival or deletion according to corporate policy.
Prebuilt and customizable templates ensure every receipt collects VIN, mileage, dates, vendor details and line-item costs consistently for reliable downstream processing and automated exports to accounting systems.
Comprehensive, time-stamped records of every action provide tamper-evident proof of receipt creation, edits and signatures to support audits, insurance claims and regulatory reviews.
Mobile-ready forms allow field staff to capture odometer readings and photos at point of service, attach evidence to receipts, and secure signatures even offline with later synchronization.
Granular permissions let organizations restrict who can create, edit or approve receipts, protecting sensitive billing information and ensuring separation of duties for finance and operations.
| Feature | Value |
|---|---|
| Reminder Frequency | 48 hours |
| Signature Order | Sequential |
| Storage Location | AWS S3 |
| Retention Period | 7 years |
| Approval Workflow | Two-step approval |
Ensure compatibility with common devices and browsers to allow field staff and vendors to sign receipts without friction.
For mobile teams, prefer iOS or Android apps with offline capture capability, and require modern browsers on desktops. Confirm TLS support, minimal browser versions, and recommended screen resolutions to avoid capture errors during photo uploads and form completion.
A corporate travel team issues digital receipts for shuttle transfers and vehicle hires to centralize spend tracking and fuel reimbursements, using templates to capture VIN, mileage and driver details
Resulting in clearer audit trails, quicker vendor settlement, and reduced manual entry across travel and accounts payable systems.
An events operator rents vehicles for multi-city tours and uses signed digital receipts to confirm condition, rental duration, and liability limits before deployment
Resulting in streamlined insurance filings, faster settlement with rental partners, and consistent documentation for cross-border events.
| Feature | signNow (Recommended) | DocuSign | Adobe Sign |
|---|---|---|---|
| ESIGN / UETA Compliance | |||
| HIPAA BAA Option | Available | Available | Available |
| Bulk Send Capability | |||
| Native Mobile Apps | iOS & Android | iOS & Android | iOS & Android |
90 days after transaction for early reconciliation
6 months after claim resolution
Move to cold storage after 1 year
Maintain primary records for seven years
Annual review of retention rules and access
| Plan / Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting Price | $8 per user/month | $10 per user/month | $9.99 per user/month | $12 per user/month | $19 per user/month |
| Free Trial | 7-day trial | 30-day trial | Free trial available | 30-day trial | 14-day trial |
| API Availability | REST API available | REST API available | REST API available | REST API available | REST API available |
| Bulk Send Support | Bulk Send included | Bulk Send included | Bulk Send included | Bulk Send available | Bulk Send available |
| Business Compliance | BAA available on request | BAA available | BAA available | BAA available | BAA available |