Custom templates
Reusable invoice templates ensure consistent line items, payment terms, and branding across clients and projects to reduce manual edits.
Electronically signing invoices adds legal certainty, reduces turnaround time, and improves payment predictability while keeping an auditable record of client approvals and agreed terms.
Independent creatives who send individualized invoices for single projects or retainers, often managing contracts, deliverables, and licensing terms themselves while needing an efficient, verifiable signature flow to confirm client acceptance and begin payment timelines.
Multi-person teams issuing recurring invoices to clients across channels; agencies require templated invoices, role-based approvals, consolidated audit trails, and integrations with accounting systems to streamline billing and track project profitability.
Designers and agencies adopt signed invoices to formalize scope, confirm licensing, and accelerate payment processing.
Signed invoices create a single, traceable record that benefits finance, legal, and operations for faster reconciliation.
Reusable invoice templates ensure consistent line items, payment terms, and branding across clients and projects to reduce manual edits.
Predefined fields for client name, project code, and invoice number populate automatically to keep data consistent.
Scheduled reminders prompt clients about due invoices and outstanding signatures to reduce late payments without manual follow-up.
Send identical invoices or signature requests to multiple recipients simultaneously to save time on recurring or multi-client billing.
Detailed logs record signer email, IP, timestamps, and actions to support dispute resolution and compliance.
Built-in payment links or integrations allow immediate payment on signature, combining acceptance and settlement in one flow.
Convert proposals and invoices authored in Google Docs into signable documents and send them for client signature without manual export, keeping version control intact.
Sync client contact data and invoice status with CRMs like Salesforce to track pipeline, outstanding invoices, and signed agreements within the same customer record.
Store signed invoices automatically in a designated Dropbox folder to centralize billing archives and enable team access for reconciliation or audits.
Integrate with accounting tools to push signed invoice data and payment status directly into bookkeeping workflows, reducing duplicate data entry.
| Setting Name | Configuration |
|---|---|
| Reminder Frequency | 48 hours |
| Auto-archive Signed Documents | Enabled by default |
| Template Library Access | Team-wide templates |
| Integrated Payments | Stripe / PayPal |
| Notification Recipients | Billing and project leads |
Signatures for invoices can be collected via web browsers, mobile apps, or tablets, offering flexibility for clients on any device.
Ensure the chosen eSignature service supports current iOS and Android versions and modern desktop browsers for consistent signer experience and security.
A freelance designer sent a final invoice with attached deliverables and an eSignature request to a client for license acceptance.
Resulting in payment received two weeks earlier than prior manual invoicing workflows and preserving a timestamped acceptance for records.
A small design agency automated monthly retainer invoices with prebuilt templates and signature fields for scope confirmation.
Leading to fewer disputes, simplified reconciliation across clients, and clear audit trails for accounting and legal review.
| Criteria | signNow (Recommended) | DocuSign |
|---|---|---|
| HIPAA BAA | ||
| Bulk Send | ||
| API Access | ||
| Mobile Apps |
Seven years for tax records
Maintain records 3+ years
Provide signed copy indefinitely
Daily encrypted backups
Policy tied to contract lifecycle
| Feature | signNow (Recommended) | DocuSign | Adobe Sign | Dropbox Sign | PandaDoc |
|---|---|---|---|---|---|
| Free trial availability | Trial period offered | Trial period offered | Trial period offered | Trial period offered | Trial period offered |
| API included on plans | Available on business plans | Available on business plans | Available on business plans | Available on business plans | Available on business plans |
| Custom branding options | Branding and templates supported | Branding supported | Branding supported | Branding supported | Branding supported |
| HIPAA BAA option | BAA available on request | BAA available | BAA available | BAA available | BAA typically not available |
| Bulk send capability | Bulk Send supported | Bulk Send supported | Bulk send supported | Bulk send supported | Bulk send supported |