Generate invoices from your billing data and collect client approval signatures automatically — before payment is released or work begins.
Many industries require a signed invoice or purchase order before payment can be processed. Chasing approvals manually — email, follow up, scan back, file — adds days to the payment cycle and creates a paper trail that is hard to manage at scale.
When an invoice is created in your billing system, trigger eSignature API to generate the invoice PDF from your branded template, send it to the client for approval signature, and store the signed copy when complete. The client signs on any device. Your finance team has a signed invoice on file without lifting a finger.
Design your invoice template with your branding, payment terms, and all standard fields. Mark variable fields — client name, invoice number, line items, totals, due date — for dynamic population.
When an invoice is created in your billing or ERP system, trigger an API call via Zapier, Make, or REST. Pass invoice data to the API — the PDF is generated and sent to the client for approval.
When the client signs, you receive a webhook. Archive the signed invoice in your accounting system, update the invoice status, or trigger a payment request — automatically.
At project milestones, generate a progress invoice pre-filled with completed work items and send for client sign-off before submitting for payment.
When a purchase order is raised, generate a PO document and route it through an internal approval chain before sending to the supplier.
At the start of an engagement, generate a retainer invoice with payment terms and collect client signature before work begins.
For SaaS or subscription businesses, generate and send approval invoices in bulk at the end of each billing period.
Free plan. 50 documents per month. No credit card.