Simplifies repetitive billing tasks, standardizes invoice format across projects, and helps track outstanding balances with minimal setup, making it practical for firms managing multiple job sites and change orders.
Primary user responsible for compiling progress data, verifying completed work, and approving invoice details prior to submission. This person coordinates site inputs, attaches supporting documentation, and confirms project codes match contract schedules.
Office-based role that issues invoices, posts payments, manages retainage deductions, and follows up on unpaid draws. The role reconciles invoices against purchase orders and change orders to maintain accurate job cost reporting.
Teams that need consistent documentation across jobs use template and profile features to reduce rework and improve collection timelines.
Supports multi-line entries for labor, equipment, and materials with quantity, unit, and rate fields tailored to progress and time-and-material billing.
Built-in retainage fields let you specify percentage or fixed retainage per line or invoice, and automatically calculate withheld amounts for draws.
Save project-specific invoice templates that preserve contract terms, required attachments, and client formatting for faster repeat billing.
Associate invoices with job codes and phases to support job cost reporting and reconcile billing with work completed.
| Setting Name | Configuration |
|---|---|
| Default Invoice Reminder Frequency Setting | 7 days |
| Automatic Retainage Calculation Rule | Enabled per invoice |
| Approval Routing for Invoices | Two-step approval |
| Attachment Requirement for Billing | Timesheet and PO |
| Invoice Numbering Scheme | ProjectCode-Sequential |
For consistent behavior, use updated browser versions, enable TLS 1.2 or later, and prefer PDF attachments when sharing invoices for signing and archival.
A subcontractor compiles weekly progress and time entries for a concrete pour
Resulting in faster approvals and clearer accounts receivable tracking.
A general contractor issues a change order after scope revision
Leading to fewer disputes and reduced payment delays.
| Criteria | signNow (Recommended) | Zoho Invoice | DocuSign |
|---|---|---|---|
| eSignature Legal Validity | |||
| Audit Trail Detail | Comprehensive | Basic | Comprehensive |
| Mobile App Signing | |||
| Template Automation | Advanced | Basic | Advanced |
| Plan Feature | signNow (Recommended) | Zoho Invoice | Adobe Sign | DocuSign | Dropbox Sign |
|---|---|---|---|---|---|
| Free tier availability | No free tier; trial available | Free invoicing plan exists | No free eSign tier; trial | Limited free trial only | Free trial available |
| Entry-level monthly plan | Per-user basic plan with signature and templates | Free invoicing; paid editions add automation | Included with Acrobat subscriptions | Personal and Standard monthly plans | Individual plan with essential eSign features |
| Advanced workflow options | Workflows and bulk send available on business tiers | Automation limited to paid plans | Advanced workflows in enterprise plans | Extensive workflow and integrations | Workflow features in higher tiers |
| API and integration access | Accessible via paid API plans and SDKs | API access with Zoho platform subscriptions | API included in enterprise agreements | Robust API and developer tools | API access on business plans |
| Enterprise contract terms | Custom pricing, SOC reports, and support options | Enterprise Zoho One bundles available | Enterprise licensing via Adobe enterprise agreements | Enterprise SLAs and security certifications | Enterprise pricing and compliance options |
