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How to choose the right document format (47 templates)

4 min read

Where to pick a format

  1. New document in the sidebar (or ⌘N / Ctrl+N)
  2. Choose a document type (e.g. Vehicle Bill of Sale)
  3. On the Choose a format screen, compare all formats for that type
  4. Click a card, then Continue with selected format

Your subscription tier controls which formats are unlocked. Locked formats show an upgrade link.

Which documents care about state?

DocumentState matters?What to watch
Vehicle Bill of Sale✅ YesOdometer disclosure (federal, under 20 yrs), notary in some states, DMV title transfer
General Bill of SaleSometimesNotarized format for high-value items
Rental agreements✅ YesDeposit limits, notice periods, lead paint, habitability disclosures
Donation receiptsIRS rules501(c)(3) language, no goods/services statement for $250+ cash
Pay stubs✅ YesState pay stub field requirements vary
Invoices & estimatesSales taxSet tax rate for your state; formats are mostly layout, not law
Retail/service receiptsSales taxTax invoice format for B2B documentation

Format tiers explained

  • Simple - One page, essentials only (Free tier)
  • Standard - Extra clauses, job site, SKU, professional layout (Starter+)
  • Legal / Comprehensive - Odometer forms, promissory notes, IRS text, lease addenda (Pro+)
  • Premium - Seller-financed vehicle packages (Business)
Not legal advice. InvoDraft drafts documents from common US templates. For high-stakes transactions, have a local attorney review before signing.

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