Templates
Prebuilt, customizable invoice templates capture study identifiers, catalog numbers, test descriptions, unit pricing, and billing codes to ensure consistent, repeatable billing across trials and laboratory services.
In the United States, electronic invoices and signatures used for life sciences billing must conform to ESIGN and UETA for enforceability; when invoices include protected health information, HIPAA safeguards apply, and internal policies should document retention and access controls to support audits.
Responsible for preparing and approving invoices for clinical services, ensuring charge accuracy, collecting PO numbers, and managing communications with sponsors and finance. Requires access to financial templates, reporting, and export functions to reconcile invoices against ledgers.
Manages study-level billing details, provides study identifiers and site-level charges, and coordinates approvals between clinical teams and billing. Needs limited edit permissions and read access to audit logs to support queries and monitor invoicing status.
Prebuilt, customizable invoice templates capture study identifiers, catalog numbers, test descriptions, unit pricing, and billing codes to ensure consistent, repeatable billing across trials and laboratory services.
Assign HIPAA, FERPA, or 21 CFR Part 11 labels to fields and documents to align invoices with regulatory handling and retention requirements for sensitive clinical and research billing.
Immutable event logs record who opened, signed, modified, or exported invoices with timestamps and IP addresses for verifiable transactional history during audits and contract disputes.
Define who can create, edit, approve, or send invoices with granular permissions to separate billing, lab, and clinical responsibilities and reduce unauthorized changes.
Send batches of invoices to multiple recipients using CSV or CRM data to accelerate recurring billing cycles for studies, sponsors, and service providers.
Connect with EMR, LIMS, CRM, and cloud storage systems so invoice data syncs with client records, purchase orders, and accounting ledgers for accurate reconciliation.
Import invoice drafts and collaborate in-place, then convert finalized documents into secure, signable invoices preserving formatting and embedded metadata for billing reconciliation.
Two-way synchronization pushes client details and purchase orders into invoice fields and returns signed invoice status to the CRM for accurate account receivables tracking.
Automatic saving of signed invoices to designated folders with version control and access auditing to meet archival and retrieval requirements during inspections.
Programmatic generation, field population, and signature workflows let systems create invoices automatically after lab results or milestone triggers, reducing manual entry and latency.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Approval Routing | Sequential |
| Template Library | Master templates |
| Compliance Tagging | HIPAA; 21 CFR Part 11 |
| Retention Period | 7 years |
Most modern browsers and current mobile OS versions support creating and signing life sciences invoices; ensure your devices have updated security patches and a stable internet connection.
For best results use the latest stable browser releases (Chrome, Edge, Safari, Firefox) on desktop and the current iOS or Android builds on mobile; native apps provide offline signing queues and local caching for intermittent connectivity.
A contract research organization needed to standardize invoices across multiple clinical studies to include protocol numbers, site fees, and milestone billing schedules.
Resulting in faster sponsor approval cycles, fewer manual corrections, and predictable cash flow; audit logs and signature records simplified compliance reviews during monitoring and sponsor audits.
A diagnostic laboratory required clear, itemized invoices tied to specimen IDs and catalog test codes to bill hospitals and research sponsors efficiently.
Leading to shorter days sales outstanding, improved laboratory throughput, and a consistent archive of signed invoices for regulatory inspection and internal accounting control.
| Feature | signNow (Recommended) | DocuSign | Adobe Acrobat Sign |
|---|---|---|---|
| HIPAA compliance | |||
| Bulk Send | Limited | ||
| API access | Full REST API | Full REST API | Full REST API |
| Native mobile apps | iOS & Android | iOS & Android | iOS & Android |
7 years standard for clinical records
Daily incremental backups
Quarterly permissions audit
Immediate hold on relevant records
Secure deletion after retention period
| Plan | signNow (Featured) | DocuSign | Adobe Acrobat Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Starting monthly price | From $8/user/mo | From $10/user/mo | From $30/user/mo | From $15/user/mo | From $19/user/mo |
| API access included | Yes | Yes | Yes | Yes | Yes |
| Bulk Send availability | Yes | Yes | Limited | Yes | Yes |
| HIPAA-ready options | BAA available | BAA available | BAA available | BAA available | Contact sales |
| Enterprise support options | Optional SLA and onboarding | Enterprise plans | Enterprise plans | Enterprise plans | Enterprise plans |